Bequest Income Builder
Build Monthly Income, Payment by Payment
Fixed-rate amortizing bonds that pay principal and interest every month — backed by reperforming U.S. mortgage notes.
Income From Day One, Capital Back As You Go
Explore Our Income Builder Bond Series Below
The Bequest Income Builder Bond Series pays principal and interest together in every monthly payment — a self-amortizing structure designed for investors who want cash flow they can reinvest and build on, not capital locked up until maturity.
How The Bequest Income Builder Bond Works:
Reliable Bonds, Real Results
Minimum Investment:
Principal and Interest:
US Reperforming Mortgage Notes in 50 States
Monthly Payments:
$400.76 Payments for 60 Months
Why Choose A Bequest Bond?
Diversified Portfilio
Gain access to U.S. residential performing mortgage notes in over 50 states.
Operator Pledge
Our pledge isn’t a promised outcome — it’s a standard of care. Independent fund administration. Third-party audits. Conservative underwriting and active oversight of every asset.
Transparency
Track your investments with 24/7 access, along with updates from Bequest directly.
Principle & Interest
The Bequest Income Series Bond offers 60 months of principle & interest payments to you monthly.
Accessible Investing
Every Bequest Bond Series is open to all investors — accredited and non-accredited alike — through our Regulation A qualified offering.
The Bequest Income Builder Series
Bequest invests in performing and reperforming residential mortgage notes — acquired at a discount, managed with care.
We acquire mortgage notes secured by single-family homes across the U.S., often from homeowners who fell behind for a very human reason — a job loss, an illness — and are working to get back on their feet. That history lets us buy at a discount to face value, which gives us room to work with borrowers, keep families in their homes, and generate monthly cash flow — with the discount itself creating value beyond the purchase price.
We invite you to join us on this journey — earning income from real assets while helping real families stay in their homes.
About Us
Guided by Purpose, Driven by Trust
Who Are We?
We’re an investor-first asset management firm expanding access to institutional quality, asset-backed income investments. By uniting accredited & non-accredited investors, we create greater influence in the market and deliver income strategies built on structure, discipline, and real assets – not speculation.
Who We Work With?
We partner with RIAs, family offices, and both accredited and non-accredited investors seeking access to private, non-correlated assets – empowering them to confidently and efficiently achieve financial independence.
Frequently Asked Questions
Bequest has been managing funds & other investments since 2014.
Individuals over 18 years of age can invest.
The Bequest Income Builder Bond Series is a Regulation A fund that is available to both accredited as well as non-accredited investors.
The minimum investment for the Bequest Income Builder Bond Series is $5,000. You may make higher increments above the minimum at any time. You may also make incremental deposits at $5,000 each or above.
You may submit your investment using a wire or ACH. Please note that there are different clearing times associated with each payment type.
Payments are made on a fixed monthly cycle. To receive your first payment, your investment must be allocated meaning fully funded and cleared through compliance by the last business day of the month, which is our monthly closing date. Allocation requires funds to clear (typically within two business days via ACH) and completion of regulatory compliance checks (AML/KYC) by our broker-dealer.
Once your investment is allocated by month-end, interest begins accruing on the first calendar day of the following month. Your first payment, which includes both principal and interest, will be disbursed on the first day of the next month.
Example:
If your investment is allocated by March 31st, interest begins accruing April 1st, and your first payment will be made on May 1st.
The Bequest Income Builder Series Bond is a specific private bond that pays out monthly principle & interest payments over a 5-year timeframe. It does not offer a compounding option. If you are interested in an interest only investment opportunity, please contact our Investor Relations team by clicking HERE.
No, once your invested capital starts to earn interest for your P&I disbursements you can only start a new Bequest Income Builder Series Bond investment. To do so, log in to your investor portal at https://bequestbonds1inc.tribexa.com/, select “Deal Room,” and click “Invest Now” to begin a new investment.
Once your investment is finalized, you can sign into you Industry FT client log in to view your Funds there. Please note, that it can take 30-45 days for your Bonds to be reflected in the app after the investment has been finalized
You may cancel your investment at any time, for any reason until 48 hours prior to a closing occurring. If you have already funded your investment, your funds will be promptly refunded to you upon cancellation. To submit a request to cancel your investment, please email bequestsupport@industryft.com
For the quickest response, please send an email to invest@bqfunds.com.
All available financial information can be found on the offering pages under “Offer Memorandum” located throughout this page.
Please download additional education materials here.
The information contained on this website is provided solely for informational purposes and is qualified in its entirety by the Offering Circular of Bequest Bonds I, Inc. (“the Company”). In the event of any inconsistency between this website and the Offering Circular, the Offering Circular shall control. No offer to sell or solicitation of an offer to buy securities is made in any jurisdiction where such offer or sale would be unlawful.
This website may contain forward-looking statements and information relating to, among other things, the Company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the Company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect,” and similar expressions are intended to identify forward-looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that can and will cause the Company’s actual results to differ materially from those contained in the forward-looking statements. The past performance of other entities managed by the Company’s management or other Company affiliates does not indicate that the Company’s results will be similar. Investors are cautioned not to place undue reliance on these forward-looking statements or description of past performance, which speak only as of the date on which they are made. The Company does not undertake any obligation to revise or update these statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.
Please note investors purchasing Bonds in this offering will not be clients of Dalmore Group, LLC (“Dalmore”), a registered broker-dealer and member FINRA/SIPC. Dalmore’s role in the transaction is to facilitate back office and regulatory functions related to the Regulation A transaction and acts only as the Broker/Dealer of record for the offering listed. Neither the Company nor Dalmore are providing investment advice or recommendations, or legal or tax advice. All investors should make their own determination, with the assistance of their own financial, tax, and legal advisors, as to whether or not to make any investment, based on their own independent evaluation, analysis and circumstances. Before making any investment decision, prospective investors should carefully read the Offering Circular, including the “Risk Factors” section, and all exhibits incorporated therein.
This Reg A investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment. No assurance can be given that the issuer will achieve its business objectives or that investors will receive any return on their investment. An offering statement regarding this offering has been filed with the SEC. The SEC has qualified that offering statement, which only means that the Company may make sales of the securities described by the offering statement. It does not mean that the SEC has approved, passed upon the merits, or passed upon the accuracy or completeness of the information in the offering statement. The Company’s current Offering Circular and other SEC filings can be accessed on the SEC’s Electronic Data Gathering, Analysis, and Retrieval system (“EDGAR”), links to which can be found on our SEC Filings page.
