Canyon View Capital – Santa Cruz, CA
ROBERT J. DAVIDSON
CHIEF EXECUTIVE OFFICER & FOUNDER
Robert (Bob) Davidson was introduced to real estate investing in the 1970s while a CPA at the San Francisco office of Hurdman, Cranstoun, Penney & Company (now KPMG). During his years of auditing real estate partnerships, he recognized how to create highly profitable, tax-advantaged real estate investments for his clients. In the 1980’s, he started Davidson Fohs & Associates Accountancy Corporation (DF&A) as well as several real estate partnerships. He then broadened his service to investors through the use of privately held, tax advantaged funds — thus the ’birth’ of Canyon View Capital. As CEO, Bob identifies properties that make tax sense and increase investor’s purchasing power after taxes and inflation. His keen appreciation for these concepts, have afforded an impressive track record as noted in the firm’s earning history.
Retired from DF&A in 2006, Bob is now focused primarily on real estate investing for CVC. He has lived in Santa Cruz for 40+ years. He is an avid racquet ball player, travels extensively and is an experienced pilot.
PRESIDENT & CHIEF FINANCIAL OFFICER
Joining Canyon View Capital in 2007, Gary brings over a decade of complex accounting experience as a CPA working with high net worth individuals, real estate developers and family offices. His past experience as the “Personal CFO” for the partners of Sierra Ventures a Silicon Valley Venture Capital firm gave him in depth experience in complicated tax structures, which fit perfectly with the CVC clientele. As the CVC President and CFO, Gary is directly responsible for producing the company’s quarterly investment reports, all compliance reporting, investor financial updates, and handling preparations for CVC’s tax returns and independent audits each year. In addition, after a property has been selected to acquire, Gary works with CVC’s banks, brokers, attorneys, and lenders to bring each deal to a successful close. In his role as President of CVP, Gary oversees all operational aspects of the CVC portfolio including: all capital improvement projects, budgets, accounting, human resources and portfolio performance.
An active father, Gary lives in the Silicon Valley with his wife and two children.
EXECUTIVE VICE PRESIDENT/CHIEF OF STAFF
Alison joined Canyon View Capital in 2012 with over 2 decades of corporate experience. She brings a solid background in business development, investor relations, marketing, training, and management for Fortune 100 and technology companies, including: FedEx, a Dot-Com startup and her own privately-held businesses for over 10 years. With a Bachelor Degree in Marketing & Communication and a Masters in Psychology, her blend of education and professional experience adds further depth and leadership to the CVC management team. At CVC, Alison’s team is the primary contact for all investor related inquiries. She is responsible for all fundraising, investor communications, corporate events, marketing/PR, sponsorships, 1031 exchanges, IRAs/401ks, and overall branding. In addition, Alison spearheads the corporate culture for both CVC and CVP. Although her primary attention is related to the CVC investors, she participates with the CVP Regional Property Managers on various marketing, pricing and leadership efforts.
A Native Northern Californian, Alison is active in her community – especially in the area of empowering women. She has held the position of Chairperson of the 12th annual Women In Business Leadership Forum through the SC Chamber of Commerce and participates in women’s leadership groups.
Investor Relations Coordinator
Anne joined CVC in January 2016 and comes with an extensive background in client services, marketing, management and customer interfacing roles for many years across multiple industries. You will experience her professionalism if you stop by or call into our corporate offices. At CVC, she is the “first point of contact” for all investor related inquiries as well as handles all IRA transfers, new client on-boarding paperwork and works directly with senior management to coordinate all “behind the scene” aspects of CVC’s investor events. With several of these events annually, her initiative, creativity, and organization skills are what make these events seem effortless yet incredibly enjoyable for our investors.
Dennis joined Canyon View Capital in June 2016 and brings over 20+ years of accounting experience, most recently 15+ years as a Controller in real estate property management and development. As the Controller for SWAY Manager/Starwood Waypoint Residential Trust, a publicly traded REIT, he was responsible for day to day accounting while working with the financial reporting team in the production of required SEC and private fund financial reports. Prior to SWAY, Dennis worked at JCM Partners LLC, a real estate company that owns and manages multifamily and commercial properties.
At CVC, Dennis is responsible for the day-to-day accounting and financial reporting for the residential properties, funds and corporate entities. He works closely with the Investor Relations Department on investor reporting, managing annual tax returns and audit process. Dennis also works with the Regional Property Managers in various operational accounting systems and procedures.
With over 20 years of accounting experience, Sue joins CVC’s Finance and Accounting team in 2015 with a wealth of knowledge and experience. Sue has performed many accounting functions including: accounts payable, payroll, budgeting, financial analysis, internal auditing, general ledger accounting, and monthly closings. Her background includes Financial Analyst for Arthur Anderson, Accounting Analyst for Robert Half International, and SR Accountant for J.E. Higgins Lumber Company. Sue, and her vast experience across many accounting functions, is a valued asset for CVC.
FINANCIAL PLANNING ANALYST
Canyon View Properties
REGIONAL PROPERTY MANAGER
NW Arkansas (7 Properties, 1,061 Units)
Teresa is responsible for the overall operations of the Arkansas Properties. Teresa joined Canyon View Properties (CVP) in 2008 upon our acquisition of The Crossings (Hot Springs, AR), as Property Manager where she consistently performed in the top percentile. She obtained her degree in Business Administration from Louisiana Tech University and began her career in the multifamily industry in Houston, TX in 1984. During her tenure, Teresa has managed properties and portfolios in Arkansas, Oklahoma and Texas. Awarded “Manager of the Year” by the Arkansas Apartment Association (AAA) in 2003, she served as an Executive officer with AAA from 2004-2006, and as Chairperson on the Board of Directors for the Managers Council.
With an “ownership” mentality and a passion for maintaining the highest standards in our field, she initiated the contract with Grace Hill Essential Multifamily Education Online Studies in 2013—which now empowers all CVP employees. Teresa was a natural fit for our Regional Management position, and works with her teams to reach ever changing goals which results in higher returns for our investors.
REGIONAL PROPERTY MANAGER
Springfield, MO/Oklahoma (5 Properties, 1303 Units)
Kathy manages 4 property teams for Canyon View Properties in Springfield, MO and one team in Tahlequah, OK with a combined 1303 units. Kathy came to CVP in 2012 with 15+ years experience in the Hotel/Motel Management field. After owning and operating her own business for over 8 years in this industry, she transitioned into multifamily housing in 2007. Her experience working in all positions has given Kathy a broad vision in the multifamily industry. She has expertise in leasing, sales, management, accounting, and operations. Additionally, she brings expertise in low income housing, tax credit compliance, Fair Housing compliance and real estate development to CVP. She has been invaluable in helping develop and maintain updated policy and procedures for CVP operations. Kathy’s ability to manage her team and develop a truly fun environment for her employees has been a real asset to all of CVP, and it shows in her numbers with her region consistently performing in the high 90 percentile.
REGIONAL PROPERTY MANAGER
Kansas City, MO, (6 Properties, 835 Units)
David joined us in April 2015 with over 25 years of experience in Property Management. His career began in Kansas City, MO for Troug Real Estate in 1987 where he was a leasing consultant/assistant overseeing 116 units. David’s most recent position as Regional Property Manager at Maxus Properties gave him responsibility over 11 properties and 2,400+ units. Prior to that, David was Regional Director where he lead a District Manager with over 1,000 units in Texas as well as 3,500 units in the Kansas City area. David has experience in Section 8, tax credits, and conventional properties. He has his Accredited Resident Manager (ARM) designation and has held two terms as an ARM Chairman for Institute of Real Estate Management – Chapter 15 (Kansas City, MO) as well as being a licensed Real Estate Salesperson in the State of Missouri.
At Canyon View Properties, David is responsible for the entire Kansas City, MO region.