Meet our experienced and knowledgeable teams: Canyon View Capital (CVC) and Canyon View Properties (CVP). The headquarters of Canyon View Capital is located in Santa Cruz, California, at which the CVC Executive and Corporate teams perform all services pertaining to Investor Relations, Finance, and Accounting for the organization. Our Canyon View Properties team consists of over 100 highly skilled members. This team solely performs management and operations on-site at the Midwest and Midsouth properties, which are wholly owned by Canyon View Capital.
Robert J. Davidson
Chief Executive Officer & Founder
Robert (Bob) J. Davidson is CEO and founder of Canyon View Capital. Bob was introduced to real estate investing and limited partnerships in the 1970s when employed by what is now known as KPMG, auditing partnerships for medical doctor investors seeking tax shelters. During his years of auditing real estate partnerships, Bob became an expert in offering highly profitable, tax-advantaged real estate investments for his clients.
In the 1980s, Bob founded Davidson Fohs & Associates Accountancy Corporation (DF&A) and several other 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 (previously known as myRetirementASSETS). As CEO, Bob identifies properties that make good tax sense and increase investors’ purchasing power after taxes and inflation, producing an impressive track record of high annual rates of return over the firm’s history.
Canyon View Capital has successfully survived two recessions due to proper underwriting and steady investment growth strategy. Operating from a fiduciary mindset, a focus on value investing, and intricate knowledge of the IRS tax code, Bob has helped hundreds of small business owners, individuals and families retire comfortably through investment in Canyon View Capital funds.
A 45-year Santa Cruz resident, Bob is an active racquetball player, biker, avid traveler and pilot since age 16. While traveling, Bob assesses how real estate differs from place to place and what works best in different markets. As CEO, Bob primarily values the CVC Balanced Fund, is the chief strategic financial planner, meets with many of our investors to assist with legacy planning and is the key borrower for CVC. Bob is an active member of Santa Cruz Rotary and a Board Member of New Way Homes.
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. Prior to this, Gary was the “Personal CFO” for the partners of Sierra Ventures, a Silicon Valley Venture Capital firm, which gave him in depth experience in complicated tax structures, which fit perfectly with the CVC clientele. As CFO and President, Gary is directly in charge of the company’s quarterly investment reports, all compliance reporting, investor financials, and oversees preparations for CVC’s annual tax returns and independent audits.
Gary is principally responsible and manages all CVC property refinances, acquisitions, and dispositions. He interacts directly with CVC’s banks, brokers, attorneys, and lenders to bring each CVC property to a successful close. Additionally, Gary supervises the regional managers of our wholly owned property management company, Canyon View Properties, who are responsible for all operational aspects of the CVC portfolio including all capital improvement projects, budgets, accounting, human capital, and overall portfolio performance.
Gary’s understanding of the complex nature of our funds and overall operations is a valuable component to the growth of CVC. He has been a part of the growth and development of the firm for over ten years and is a valuable and respected sounding board for the executive team.
An active father, Gary lives in the Silicon Valley with his wife and two children.
Client Experience Manager
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. As CVC’s Client Experience Manager, Anne is a resource and support for all new, existing, and potential CVC investors. Anne can assist with answering questions about our funds and investment programs and helps to resolve or elevate any issues or concerns as needed.
Additionally, Anne is responsible for publishing all transactions and reporting in our CVC investor portal and maintains our public-facing Canyon View Capital website. Her experience at CVC means she is well versed in the various processes and procedures for all account transactions for all types of CVC accounts.
Anne has a background in event planning and production. She enjoys working closely with senior management to coordinate and produce the “behind the scenes” aspects of CVC’s annual investor meetings and client appreciation social events. 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.
Financial Planning Analyst
Mike joined CVC in March 2017. Mike is an accomplished Financial Planning & Analysis professional with over 13+ years’ experience in strategic financial planning, analysis, and reporting. He has held many management positions, most recently at Rainbow Light Nutritional Systems in Santa Cruz. Prior positions included Frisco Farms and Sayler American in Salinas where he was also a Walmart Business Analyst.
Mike is a critical thinker with finely honed leadership, communication, interpersonal, and problem-solving skills. At CVC, Mike works directly with our Regional Managers on the budgeting and forecasting process across the portfolio as well as assists the executive team in the sourcing and analysis of potential property purchases. Additionally, he plays an integral part of the acquisitions process from due diligence through financing and closing of escrow.
Investor Relations Admin Assistant
Laura joined CVC in July 2019. A native of Monterey County, Laura recently returned to the area after spending 21 years living in Las Vegas. After spending most of her career in the hospitality industry, first with Disneyland in Southern California and later with MGM Resorts in Las Vegas she brings extensive experience in client relations and event planning. Additionally, she brings 20+ years of experience as an executive assistant with multiple senior executives.
As the Investor Relations Admin Assistant at CVC, Laura is the first point of contact to callers and visitors. Her professionalism and experience mean you will receive excellent customer service and attention when contacting or visiting our office. Laura is responsible for assisting with new investor paperwork and onboarding, and she provides support to all investors for contributions and distribution requests.
Director of Corporate Compliance
In March 2020, Shirley came to Canyon View from Santa Cruz County Bank (SCCB) where she started 16 years ago when the bank was still in formation, now with over $1 billion in assets. As an Associate Vice President, she was instrumental in supporting the bank’s rapid growth including one core conversion and two online banking conversions. During her tenure at SCCB, she developed and managed multiple products and services across many sectors. Prior to that, she was with Coast Commercial Bank where she handled investments, specializing in retirement plans.
Shirley has deep roots in our community as a Santa Cruz native, and began her banking career over 35 years ago. Throughout her career, she has overseen and been responsible for multiple departments across all aspects of the banking industry. Most notably, managing relationship & client services, policy & procedure development, internal training, investment IRAs, back-end operations, product development, and risk management.
Shirley’s extensive knowledge and wide-ranging experience make her the ideal individual to head up Canyon View’s compliance department. In her role, Shirley is responsible for all aspects of our corporate compliance including internal and external compliance, risk management, IRA custodian management & support, and many “behind the scenes” aspects of our annual real estate transactions including both new acquisitions and refinances. She works closely with our tenant in common (1031) investors as well as other outside partners including lenders and attorneys to assist the acquisitions team for a smooth closing experience. Finally, and perhaps more importantly, she ensures our policies and procedures are updated and accurately reflect the workflow in each department to allow for scalability to support our long-term growth. In her capacity, she interacts with all departments to help Canyon View maintain a high level of client service both internally and externally.
Nicole joined CVC in 2016 with over 20 years of experience. She began her career as a residential real estate appraiser assistant serving California/Nevada. Nicole relocated to her hometown in Santa Cruz, California where she worked as a bookkeeper in the construction industry. As a Staff Accountant with Noble House Hotels & Resorts, Nicole had a key role as a liaison between operations, corporate, and auditors. She was responsible for payables, budgets, internal audits, payroll, and benefits for union and non-union employees. She assisted in the accounting department set-up for new acquisitions and implementing policies and procedures. Just prior to CVC, she was an Operations Specialist for Santa Cruz County Bank (SCCB). She was responsible for back-end accounting functions for all bank branches including the general ledger, ATMs, money movement, and ensuring compliance with federal regulations. With SCCB being CVC's main local bank, Nicole was already quite familiar with our growing portfolio of properties.
At CVC, Nicole supervises and supports our Staff Accountants and their regions to ensure financials are accurate and provided in a timely manner. She works closely with the Regionals, Management, and Investor Relations and has the unique ability to troubleshoot and guide any department within the company. Nicole is responsible for the accounting and reporting of our investor funds, and with her attention to detail and extensive audit experience provides a sense of confidence with our owners and investors.
Shannon Hunt joined Canyon View Capital in September 2019 with over 20 years of accounting experience. Her love of accounting started as a young girl working summers in the office at the small business owned by her parents. She has performed a variety of accounting functions including full charge bookkeeper, accounts payable, accounts receivable, payroll, general ledger accounting, monthly reporting, and budgeting. Her most recent position held was Senior Staff Accountant with The John Stewart Company, the largest manager of affordable housing in California. In this role, she was responsible for the monthly financial reports for numerous properties for both owners and investors.
Shannon is natural when it comes to accounting. At CVC, she is responsible for the monthly accounting close of our Arkansas region. A portfolio of 15 properties and over 2400 units, this is our largest region. Shannon has an easy rapport with her properties and management and is able to take on additional assignments as needed in stride.
Nathaniel graduated with a degree in Economics from Sacramento, California State University. While at university, he held four officer roles in the university’s athletic and social clubs ranging from treasurer to president. He has experience in public and private accounting. Most recently, he provided general ledger accounting to a local property management company in Santa Cruz that managed over 125 properties and reporting to over 100 owners.
In October 2018, Nathaniel joined Canyon View Capital. His experience as a student and club officer has added support and collaboration to the accounting team. Nathaniel is responsible for the day to day accounting and monthly closes of our Springfield properties. He works closely with the Regional and Property Managers to provide support and to ensure accurate financial reporting.
Brian joined CVC in November 2020. While still attending San Jose State University, he began his career in the residential construction industry, handling operations coordination, before moving into accounting and overseeing human resources. After graduating college, he gained a wealth of experience, working in both the publishing and tech industries, with responsibilities ranging from general accounting to asset & revenue accounting, and special projects including divestment & corporate mergers.
At CVC, Brian enthusiastically joins in to support his team with any project allowing him to gain valuable experience in the accounting of all our property regions, including the purchase and sale of several properties. He works closely with corporate management and property managers, ensuring prompt and accurate financial reporting.
Accounts Payable Specialist
Diane O’Dell joined Canyon View Capital in March 2019 with over 29 years of accounting and bookkeeping experience. A lifelong resident of Santa Cruz, Diane’s first job was working for the Beach Boardwalk on various attractions including the famous Giant Dipper roller coaster. After leaving the beach she sharpened her accounting skills first with County Bank & Trust and then later at the Credit Bureau of Santa Cruz County. Prior to coming to Canyon View Diane worked for The John Stewart Company as an Accounts Payable Specialist handling payables for more than 25 properties.
At CVC, Diane is responsible for the accounts payables for our Springfield & Kansas City regions. She works closely with both property managers and vendors, overseeing and maintaining the payables for the respective regions.
Martin joined CVC in November 2019. Martin graduated with a degree in economics and math from The University of California, Santa Cruz while working full time. After college Martin has worked in several accounting assistant roles in the retail and trust services industries providing support where needed to the accounting department.
At CVC, Martin is responsible for the accounts payable for our Arkansas region and corporate office. He works closely with the property managers to ensure invoices are being processed correctly and paid in a timely manner along with any additional projects assigned.
HR & Operations Coordinator
Bio coming soon...
Senior Regional Property Manager
Teresa is responsible for the overall operations of the Arkansas Properties for Canyon View Properties (CVP). With over 20+ years of solid property management experience, Teresa joined 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 across 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 industry, she initiated the contract with Grace Hill Essential Multifamily Education Online Studies in 2013—which now empowers all CVP employees. Teresa is a natural fit for the Regional Management position and works directly with her property teams to reach CVP’s ever-changing goals with a focus on cost containment which results in higher returns for our investors. Her enthusiasm for our industry and CVP is seen in her positive attitude and consistent results.
Senior Regional Property Manager
Kathy is responsible for 16 property teams in the states of Missouri / Kansas. She has three direct reports (Brandon Robinson and Elizabeth Sweeney) who support the daily activity of those teams. Kathy joined CVP in 2012 with over 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 experience in low-income housing, tax credit compliance, Fair Housing compliance, and real estate development to CVP. She has been invaluable in leading, developing, and maintaining updated policies and procedures for all CVP operations. Kathy’s ability to supervise her team of over 60 motivated individuals and develop a truly fun environment for everyone has been a real asset to all of CVP, and it shows in her team’s results!
Regional Property Manager
Elizabeth came to Canyon View Properties (CVP) with a 20-year history in hotel and property management. With her family-owned hotel business, she developed the “owner’s mindset” early on and brought this vital quality into her career at CVP. She has a background in marketing and sales through the travel industry putting herself through Missouri State University. With her Bachelor of Science degree in Business and Marketing, she started in Multifamily and never looked back.
Elizabeth brought 5+ years of direct experience from a Springfield, MO property management company into CVP when she took over our Old Stone Apartment complex. Her success at Old Stone was quickly recognized and she was asked to help expand and lead our CVP team in Kansas City, MO. We brought her back to Springfield in 2015 to manage our largest property, Golden Pond, where she thrived not only with her uniquely powerful results-oriented management style but also with her “family-owned” mindset.
Honored as the “Manager of the Year” by the Springfield Apartment and Housing Association we were excited to help expand Elizabeth’s knowledge and experience throughout the company. In 2017, Elizabeth continued to flourish in her new promotion to Assistant Regional Manager under our Regional Manager, Kathy Johnson. Additionally, she is heading up the “Phase 5” 180-unit addition to the Golden Pond Property while leading and motivating 5 property management teams in the Springfield, MO area.
Elizabeth specializes in training, human resources, recruitment, critical problem solving, and crisis management. Her passions include employee motivation, employee growth, and team building. Elizabeth has proven strengths in sales, customer service, and resident retention. She is a true asset to CVP and CVC.
Together, Elizabeth and Kathy create a fun ‘family” atmosphere with their staff where enjoying coming to work each day and bringing the most valuable strengths out of each employee is the normal operating procedure in Springfield! This is a dynamite combination that benefits our investors tremendously through results and the owner’s mindset throughout their region.
Assistant Regional Property Manager
Brandon joined our team, Canyon View Properties in April 2016. Prior to coming to work for Canyon View, Brandon worked for a large management company in Kansas City, Mo for 4 years and worked his way up from a Leasing Professional to Management in a very short time.
When he arrived at Canyon View properties, he was a property manager for 2 years then moved on to become a Multisite Manager when growth began in the Kansas City Region. Brandon has experience in conventional properties, marketing rural and urban areas in and around the Kanas city region. He has experience in new acquisitions and implementing training with new and existing employees on Canyon View policy and procedures. Brandon also participates in the Apartment Association of Kansas City attending training seminars, outreach programs and certification classes to better his property management skills.
Brandon was promoted to Assistant Regional for the KC Region in April 2019.
Assistant Regional Property Manager
Meaghan began her journey with Canyon View Properties in December 2017 with the Springfield, MO region. Prior to joining the CVP team, Meaghan worked for an established property management company in Springfield, MO for 6+ years gaining extensive knowledge in the industry. She was promoted to Assistant Regional for the Arkansas region in May 2019
During her time in Springfield, Meaghan was a Multisite Manager and specialized in property renovations and human resource management. She has successfully managed a wide variety of properties including tax credit, student, and market. She has a passion for employee growth and education. Meaghan takes great pride in the training of new employees and implementing Canyon View policy and procedures. She strives to provide constant support and encouragement to her employees in their goals and successes. As a member of the Springfield Apartments & Housing Association and the Northwest Arkansas Apartment Association, Meaghan has participated in networking opportunities and educational seminars to further her skills in property management. Together, Meaghan and Teresa share an enthusiasm for maintaining the highest standards in our industry.
Assistant Regional Property Manager
Central Arkansas (6 Properties, 1013 Units)
Sara joined CVP in April of 2016, where she brought with her the experience of working in student housing. Sara joined the Garden Park team and quickly showed everyone that although she had a quiet demeanor, she could excel at any tasks and goals given to her. Sara took every advantage to educate herself on the multi-family industry, including completion of over 20 Grace Hill courses. In just a few short months, Sara was promoted and transferred to Chamberland Square as an Onsite Manager/Assistant Manager. In 2017 Sara earned the honor of “Assistant Manager of the Year” by the NW Arkansas Apartment Association and soon after was promoted to Property Manager at Chamberland Square. As Property Manager of Chamberland Square, Sara has consistently kept the property average occupancy at 95% or better. During this time, rents have increased continuously, concessions have gone down, and many new property upgrades have occurred under Sara’s leadership.
In September of 2018, Sara received another promotion, this time to Multi-Property Manager. With this promotion, she also took on the leadership and Management of Wedington Place, our 55+ community located near Chamberland Square. Facing the new challenge of managing a tax credit property, in 2018 and 2019, Sara furthered her education by focusing on Low-Income Housing Tax Credit courses and certifications.
Continuing with her string of achievements, in 2019, Sara was named Employee of the Quarter by CVP and on top of that Chamberland Square won “Property of the Year” from the Arkansas Apartment Association!
Kansas City Team