Bourne Financial Group is a real estate private equity company
Our Team 2017-10-13T18:31:53+00:00
Robert A. Bourne Headshot

Robert A. Bourne Chief Executive Officer, Co-Founder

Bob Bourne has over 45 years of finance and investment experience in the capital markets, seniors housing, healthcare, hospitality, restaurant, retail, office, multifamily, and residential development sectors, and was formerly a Certified Public Accountant.

Prior to helping found BFG in 2014, Mr. Bourne partnered with James M. Seneff, Jr. for over 40 years in building CNL Financial Group, serving as Vice Chairman and on the Board of Directors for many of CNL’s sponsored funds. Since its inception in 1973, CNL formed or acquired companies with approximately $30 billion in assets, including National Retail Properties (NYSE: NNN), Trustreet Properties, Inc. (sold to GE Capital in 2007), CNL Hotels & Resorts, Inc. (sold to affiliate of Morgan Stanley in 2007), CNL Retirement Properties, Inc. (sold to HCP in 2006), as well as several REITs that are still active, such as CNL Lifestyle Properties, Inc. and CNL Healthcare Properties, Inc.

Mr. Bourne served as Vice Chairman of CNLBancshares, Inc., the holding company for CNL Bank, a $1.4 billion bank with 16 branches in the State of Florida, which recently merged with Valley National Bank. Mr. Bourne also serves on the Foundation Board of Lake Highland Preparatory School, and on the Board of Directors of the Steadman Philippon Institute.

Prior to helping start CNL, Mr. Bourne worked as a tax manager with Coopers & Lybrand, and is a graduate of Florida State University with B.A. in Accounting with honors.

R. Kyle Bourne Headshot

R. Kyle Bourne  President & Chief Investment Officer, Co-Founder

R. Kyle Bourne is responsible for all of BFG’s investment activities. To date, he has overseen the development and acquisition of 17 seniors housing communities in eight states, with over $400 million in assets under management.

Prior to helping found BFG in 2014, Mr. Bourne served as an asset manager for CNL-sponsored funds and was responsible for overseeing a portfolio of 40 seniors housing communities, totaling approximately 2,700 units and over $530 million in assets under management.

Mr. Bourne previously served as a Senior Financial Analyst for CNL-sponsored funds, and was responsible for underwriting approximately $1.3 billion in closed real estate transactions in the seniors housing, healthcare, ski, and attractions sectors.

Mr. Bourne serves as a Deacon at Lake Baldwin Church in Orlando, FL.

Mr. Bourne is a graduate of Baylor University with a B.B.A. with a concentration in Finance and Real Estate.

Constance A. Lowry Headshot

Constance A. Lowry Chief Financial Officer

Constance “Connie” Lowry has nearly 30 years of accounting, finance and regulatory reporting experience in the real estate and capital markets industries, with a focus on financial and regulatory reporting.

Prior to joining BFG in 2015, Mrs. Lowry served in various capacities at CNL Financial Group for nearly 25 years, including from 2011 to 2015 as a consultant regarding accounting and financial reporting matters for various REITs and a business development company (BDC), and from 1988 to 2008 in various roles including Chief Financial Officer and Financial Operations Officer of its broker-dealer firm and Senior Vice President overseeing the accounting and SEC reporting for 21 public, non-listed REITs and real estate limited partnerships in the restaurant, retail, hospitality and senior housing sectors.

From 2008 to 2010, Mrs. Lowry served as Chief Financial Officer and Chief Compliance Officer of DePrince, Race and Zollo, a boutique investment firm serving institutional clients.

Prior to joining CNL in 1988, Mrs. Lowry worked as a Senior Auditor with Coopers & Lybrand, CPAs and on the audit staff of two local CPA firms in the Orlando area. Lowry is a graduate of the University of Central Florida with a B.A. in Accounting.

Sharon A. Yester Headshot

Sharon A. Yester Chief Asset Management Officer

Sharon Yester has nearly 30 years of experience in the seniors housing and healthcare industry, with a focus on seniors housing operations, development, and supporting capital markets efforts to enhance knowledge and exposure in the healthcare sector.

Mrs. Yester is responsible for all of Bourne Financial’s asset management activities, overseeing a portfolio of 17 seniors housing communities in seven states.

Prior to joining BFG in 2015, Mrs. Yester served as CNL Financial Group’s Chief Healthcare Strategist from 2013 to 2015, and CNL’s Chief Asset Management Officer for its various REITs from 2011 to 2012. Mrs. Yester previously served Senior Vice President of Asset Management for CNL Retirement Properties from 2001 to 2007, and later HCP, Inc. after HCP acquired CNL Retirement Properties for $5.2 billion in 2006.

Prior to joining CNL in 2001, Mrs. Yester served as President and Chief Operating Officer of EdenCare Senior Living and has held various leadership roles in the healthcare sector, including President of Resources for Senior Living and Vice President of Assisted Living Horizon Healthcare.

Michael C. Kelley, Esq. Chief Development Officer & Corporate Counsel

Michael C. Kelley grew up in the construction industry, beginning his early working career as a laborer in the family business and advancing to the position of foreman, before leaving to study Economics at Rollins College in Winter Park. After his undergraduate studies, Mr. Kelley transitioned into international construction material sales, and later, construction and residential finance, before finding his way into construction defect and design litigation at the University of Florida.

Mr. Kelley is responsible for overseeing all of Bourne Financial’s development activities, in conjunction with our operator, developer, and general contractor partners. Moreover, Mr. Kelley acts as general counsel for the company, coordinating all of Bourne Financial’s legal activities. Prior to joining Bourne Financial, Mr. Kelley practiced complex commercial litigation with Shutts & Bowen, LLP, in Orlando, and cumulatively, possesses over 20 years of experience in all phases of construction and development in the single and multi-family housing, medical, hospitality, and energy industries.

Mr. Kelley is a graduate of Rollins College, magna cum laude, and of the University of Florida Levin College of Law, cum laude, and currently serves as a Trustee for The Christ School, Advisory Board Member for the Collaborative Orlando, Board Member for the OCBA Judicial Relations Committee, and Vice President of the Orlando Lawyer’s Chapter of the Federalist Society. Mr. Kelley is a 2016 Gotham Fellow.

Steve Case Headshot

Steve Case Vice President of Investments & Asset Management

Mr. Case is responsible for underwriting and sourcing new investment opportunities, as well as managing Bourne Financial’s existing assets. Mr. Case has a decade of experience in real estate and private equity. He was underwritten over $1.7 billion in closed transactions across multiple industries including seniors housing, multifamily, hospitality, and agriculture, among others.

Mr. Case began his career in 2006 as an analyst at J.P. Morgan. He later spent two years underwriting acquisitions for CNL Lifestyle Properties followed by six years performing acquisitions and asset management at a middle market private equity firm in Dallas, Texas. Mr. Case holds a B.S. in business administration with a minor in marketing from Pepperdine University.

Sharon Oescher Headshot

Sharon Oescher Controller

Mrs. Oescher has over 22 years of real estate-focused accounting and reporting experience, including seniors housing, hospitality, restaurant, retail, office and multifamily sectors.

Prior to joining BFG in January 2017, Mrs. Oescher served in various accounting roles for CNL Financial Group over approximately 20 years, including most recently as Accounting Director, in which she was responsible for the accounting and reporting of 25  private partnerships and 37 limited liability companies within a public, non-listed REIT.

Mrs. Oescher is a Certified Public Accountant and holds an MBA from Stetson University.

Kristen Kielkucki Senior Accountant

Kristen Kielkucki serves as a Senior Accountant at Bourne Financial. Prior to joining Bourne Financial in 2017, Ms. Kielkucki served as a Senior Accountant at Sentio Investments, LLC, who focused on investments in seniors housing. Ms. Kielkucki was also the Founder & Manager of Kristen’s Shoppe, an online clothing, shoes, & accessories resale store. Ms. Kielkucki holds a Masters of Accounting with Scholars Distinction from Florida Atlantic University, as well as a B.B.A. Accounting major from Florida Atlantic University.

Amy Raasch Senior Accountant

Amy Raasch serves as a Senior Accountant at Bourne Financial. Prior to joining Bourne Financial in 2017, Ms. Raasch served as an Audit Manager at Ruggiero, Martinez & Norton, P.A. for over ten years. Ms. Raasch has a Masters of Accounting from the University of Central Florida, and a B.S. in Accounting, Magna Cum Laude with University Honors from the University of Central Florida. Ms. Raasch is actively involved in the Junior League of Greater Orlando, where she currently serves as the assistant chair for the campaigns committee, which is responsible for coordinating their various fundraising campaigns.

Yessica Montanez Accountant

Yessica Montanez serves as an accountant for Bourne Financial. Prior to joining Bourne Financial in 2017, Ms. Montanez was an Accounting Specialist and an International Distributor Representative at Daniel’s Manufacturing Corporation. Ms. Montanez graduated from the University of Central Florida with a B.S. in Business Administration with a concentration in Finance, and is currently pursuing her M.B.A. at the University of Central Florida.

Candice Levine Executive Assistant

Candice Levine serves as the Executive Assistant to Bourne Financial’s CEO and President as well as the Office Manager.