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Sponsors/Bourne Financial Group, LLC
BF

Bourne Financial Group, LLC

DST Sponsor · SEC filing history and documented Program outcomes

Website not on record
Sponsor status: dormant. No SEC filing since 2018.No SEC filing since 2018
Programs on record2
First filed2017
Active offerings0

Sponsor-reported, from SEC filings and cited sources.

1Record Card2Programs3Offerings4About
Record CardProgramsOfferingsAbout
On this sponsor record
  1. 1Record Card
  2. 2Programs
  3. 3Offerings
  4. 4About
  5. 5Next step
Chapter 1

What is on this sponsor’s record?

2 programs on record; a record card needs 3.

The Programs remain public below while this sponsor builds enough filing history for a Record Card.

Chapter 2

Which Programs are on the record?

A Program is one filing-level offering record associated with this Sponsor. Results are public and stay next to their source.

ProgramSponsor-stated result
BFG Kennewick DSTFirst filed 2018 Source ↗
BFG POCONO DSTFirst filed 2017 Source ↗
Chapter 3

Active offerings

Active means the sponsor’s SEC filings show the offering still raising money. It does not confirm you can still buy in.

No active offerings are on record for this sponsor.

Chapter 4

Who is behind this record?

Bourne Financial Group, LLC is a real estate private equity company that describes itself as specializing in senior living development, acquisition, and management, with a focus on independent living, assisted living, and memory care communities. The firm states that it develops, acquires, and underwrites private-pay seniors housing communities through a disciplined due-diligence process, and that it has closed seven growth and total-return funds along with numerous private offerings and Delaware statutory trusts. In a May 21, 2025 announcement, Bourne reported managing more than 3,000 senior-housing units across 18 states and more than $1 billion in assets under management. Its tracked Delaware statutory trust programs are BFG Pocono DST and BFG Kennewick DST.

Sponsor-stated figures are as reported by the sponsor.Sources: Bourne Financial Group · Top1031 sponsor record

Seniors housing platform

Bourne Financial Group describes itself as a real estate private equity company built around senior living, combining development, acquisition, and management of independent living, assisted living, and memory care communities. The firm states that it develops, acquires, and underwrites private-pay seniors housing communities using a disciplined due-diligence process, and that its record includes seven closed growth and total-return funds together with numerous private offerings and Delaware statutory trusts1.

Reported scale and acquisitions

In a May 21, 2025 announcement, Bourne reported managing more than 3,000 senior-housing units in 18 states, representing more than $1 billion in assets under management2. As of January 1, 2025, the sponsor reported two acquisitions by one of its funds: a community in Bluffton, South Carolina, acquired in October 2023, and a community in Knoxville, Tennessee, purchased in May 20243.

Delaware statutory trust programs

Top1031's sponsor record associates two Delaware statutory trust programs with Bourne Financial Group: BFG Pocono DST, first filed in 2017, and BFG Kennewick DST, first filed in 20184.

Show sources (4)Hide sources (4)
  • Bourne Financial Group ↗Sponsor disclosure
  • Bourne Financial Group ↗Sponsor disclosureMay 21, 2025
  • Bourne Financial Group ↗Sponsor disclosureJan 1, 2025
  • Top1031 sponsor record ↗
Written from SEC filings and cited sources · Updated Aug 23, 2026

Bourne Financial Group, LLC in the news

Mar 15, 2018CBRE Arranges $26.4M Acquisition Financing for 138-Unit Seniors Housing Community in WashingtonCBRE arranged $26.4M in acquisition financing for Fieldstone Grandridge and Fieldstone Memory Care, a 138-unit seniors housing community in Kennewick, WA, acquired by a joint venture between Bourne Financial Group and Cascadia Senior Living.
REBusiness Online ↗
Aug 1, 2015WoodBine, Bourne Financial Acquire Community in PennsylvaniaWoodBine Senior Living and Bourne Financial Group acquired Spring Village at Pocono, a 69-unit assisted living and memory care community in East Stroudsburg, PA.
Seniors Housing Business ↗
More sponsor coverage (1)
May 21, 2025Bourne Financial Group Announces Higher Distributions, Highlighting Seniors Housing RecoverySponsor announces increased distributions to investors in one of its flagship funds (BFG context).
Bourne Financial Group ↗
Chapter 5

What can I do next?

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Top1031 is a data and education platform, not a broker-dealer, investment adviser, tax advisor, law firm, qualified intermediary, or securities issuer.

Information is not advice or an offer to buy or sell securities. DSTs are illiquid private securities with substantial risks, including loss of principal.

Data may be incomplete or delayed, and Top1031 does not audit sponsor-reported figures. Sponsor Grades are editorial sponsor assessments, not offering ratings or recommendations.

Review the current Private Placement Memorandum and consult qualified professionals. Gated offering data is intended for users who self-attest that they are accredited investors.

Commercial relationships are not inputs in the Top1031 Grade method. Losses are counted only from court, county or sponsor-published records.

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