In this episode, Todd talks with Martin Saenz about how you can get started investing in mortgage notes where you buy them at a discount and make passive income from them.

Martin Saenz brings social good into smart investing. Together with business partner Shawn Muneio, Martin co-founded Bequest Funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes. He has directly helped over a thousand families stay in their homes, and countless more through the influence of his mentorship. Martin holds a BA degree in Philosophy from U.T. — San Antonio, an MBA from Drexel University, and a M.S. in Project Management from George Washington University. Martin, his wife Ruth, and their four children live in the D.C. area.

3 Pillars

  1. Identity
  2. Community
  3. Mechanics

Books: Note Investing Made Easier by Martin Saenz, Rich Dad Poor Dad by Robert Kiyosaki, and The 10X Rule by Grant Cardone

You can connect with Martin at,

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