Bourne Financial Group, LLC
DST Sponsor · SEC filing history and documented Program outcomes
Website not on recordSponsor-reported, from SEC filings and cited sources.
What is on this sponsor’s record?
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Which Programs are on the record?
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Active offerings
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No active offerings are on record for this sponsor.
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.
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- Bourne Financial Group ↗Sponsor disclosure
- Bourne Financial Group ↗Sponsor disclosure
- Bourne Financial Group ↗Sponsor disclosure
- Top1031 sponsor record ↗
Bourne Financial Group, LLC in the news
More sponsor coverage (1)
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