Bourne Financial Group, LLC
Steve Case is an experienced investment professional currently serving as Chief Investment Officer at Bourne Financial Group, LLC since May 2017, where responsibilities also include Vice President of Investments & Asset Management. Prior to this role, Case held the position of Chief Investment Officer at Water Oaks Capital from March 2011 to May 2017 and at iUnit from October 2015 to April 2017, contributing to the development of sustainable living communities. Earlier experience includes serving as Senior Financial Analyst at CNL Financial Group, where Case evaluated investment opportunities for a $3 billion real estate investment trust, and as an analyst at JP Morgan. Steve Case holds a degree in Business Management and Marketing from Pepperdine University, completed in 2006.
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Bourne Financial Group, LLC
Headquartered in Winter Park, FL, Bourne Financial Group, LLC (“Bourne Financial”) was founded in 2014 by Robert A. Bourne. Bourne Financial is a real estate investment company specializing in seniors housing development, acquisitions, and asset management. Our leadership team has over 130 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.