Bourne Financial Group is a real estate private equity company
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Headquartered in Winter Park, FL, Bourne Financial Group, LLC (“Bourne Financial”) was founded in 2014 by Robert A. Bourne and R. Kyle Bourne. Bourne Financial is a real estate investment company specializing in seniors housing development, acquisitions, and asset management. Our leadership team has over 110 years of collective experience investing in healthcare real estate, specifically seniors housing and medical office buildings, as well as extensive experience in the hospitality, retail, restaurant and other real estate sectors. Our principals have helped create or acquire over $30 billion of assets across many real estate sectors, including $6 billion of seniors housing and medical office assets in the U.S., spanning several market cycles.

Bourne Financial manages assets for our investors through various investment vehicles on behalf of retail investors, high net worth individuals, and private equity investors.

Bourne Financial’s goal is to create a series of healthcare investment products for our investors that span the risk/return spectrum. Our strategy is to form strategic alliances with experienced operators and developers in the industry to build or acquire seniors housing communities. Our portfolio currently consists of thirteen seniors housing communities across the United States that are either open or under construction.


The Team Behind the Success

Robert A. Bourne Headshot

Robert A. Bourne Chief Executive Officer


R. Kyle Bourne Headshot

R. Kyle Bourne Chief Investment Officer

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Sharon A. Yester Headshot

Sharon A. Yester Chief Operating Officer

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Constance A. Lowry Headshot

Constance A. Lowry Chief Financial Officer

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Steve Case Headshot

Steve Case Vice President of Investments


Sharon Oescher Headshot

Sharon Oescher Controller

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