Bourne Financial Group, LLC
DST sponsorfirst SEC filing 2017
Counted by Top1031 from SEC Form D filings · updated Oct 15, 2026
Bourne Financial Group, LLC has sponsored two Delaware Statutory Trust (DST) programs found in SEC Form D filings since 2017. None of its offerings is active in SEC filings today; its most recent Form D was first filed in 2018.
Bourne Financial Group, LLC DST offerings (0 active)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
Ask a 1031 specialist about Bourne Financial Group, LLCNo active offerings are on record for this sponsor.
Bourne Financial Group, LLC 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.
About Bourne Financial Group, LLC
Bourne Financial Group, LLC is a real-estate private-equity firm 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 company says it develops, acquires, and underwrites private-pay seniors-housing communities 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. Top1031 tracks two Bourne-affiliated DST programs, BFG Pocono DST and BFG Kennewick DST, first filed in 2017 and 2018.
Sponsor-stated figures are as reported by the sponsor.Sources: bournefg.com · Web page · Undated · bournefg.com · Web page · 2025 · bournefg.com · Web page · 2025 · Top1031 sponsor record
Program record and scale
Bourne says it has closed seven growth and total-return funds along with numerous private offerings and Delaware statutory trusts; the firm does not identify those trusts individually in that statement 1. In an announcement dated May 21, 2025, Bourne reported managing more than 3,000 senior-housing units across 18 states and more than $1 billion in assets under management 2.
Dated acquisitions
As of January 1, 2025, Bourne reported that its flagship fund had completed two community acquisitions: a Bluffton, South Carolina community acquired in October 2023 and a Knoxville, Tennessee community purchased in May 2024 3.
Tracked DST programs
Top1031 tracks two Delaware statutory trust programs associated with Bourne Financial Group: BFG Pocono DST (CIK 1711935), first filed in 2017, and BFG Kennewick DST (CIK 1739147), first filed in 2018 4.
Show sources (4)Hide sources (4)
- bournefg.com · Web page · Undated ↗ Sponsor disclosure
- bournefg.com · Web page · 2025 ↗ Sponsor disclosure
- bournefg.com · Web page · 2025 ↗ Sponsor disclosure
- Top1031 sponsor record ↗
Bourne Financial Group, LLC track record (2 programs)
Every program found in SEC Form D filings. Programs with a reported result are listed first, then the rest by first filing year. Each row links to its SEC filings.
Bourne Financial Group, LLC news
Questions about Bourne Financial Group, LLC DSTs
- Does Bourne Financial Group, LLC have DST offerings available now?
- None of Bourne Financial Group, LLC’s offerings is active in SEC filings today. Its most recent Form D was first filed in 2018.
- How many DST programs has Bourne Financial Group, LLC sponsored?
- Top1031 found two Bourne Financial Group, LLC programs in SEC Form D filings. The first was filed in 2017. Each is listed in the track record on this page with a link to its SEC filings.
- What kind of property does Bourne Financial Group, LLC put in its DSTs?
- Of the two Bourne Financial Group, LLC offering records on Top1031, two are multifamily.
- What results has Bourne Financial Group, LLC published for its DSTs?
- None of its programs shows a sponsor-stated figure yet. Sponsor-stated figures are as reported by the sponsor; Top1031 does not compute or estimate returns.
- How do I ask about Bourne Financial Group, LLC offerings?
- Use the “Ask a 1031 specialist about Bourne Financial Group, LLC” button at the top of Bourne Financial Group, LLC’s offerings list on this page. Top1031 is not a broker-dealer or investment adviser and does not provide tax, legal, or investment advice.
Answers are generated from the counts on this page and change when the record changes.
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