Investment Approach
CVC Income Fund
Our CVC Income Fund was designed especially for IRAs/ROTHs/SEPs for steady and consistent returns like a preferred equity interest.
Overview of CVC Income Fund
Our CVC Income Fund was designed especially for IRAs/ROTHs/SEPs but is also a cash investment fund. Consistent and steady rates of return make this fund popular for those who no longer enjoy riding the volatility wave of the equities market with their retirement funds, but instead prefer higher rates of return over money market funds or bonds. This fully taxable fund is treated as interest income.
Canyon View Capital, a privately held Santa Cruz, CA corporation, owns, manages, and operates $1 Billion of multifamily real estate in America’s heartland. Over the past 40 years, the CVC management team has shared its wisdom and expertise in value investing, leverage, compounded interest, and tax-advantaged funds with its investors. They’ve helped countless families plan for their future, increase their purchasing power, enjoy their retirement, and realize steady, stable returns.
Please Contact Canyon View Capital for fund performance comparisons and advice on how to best leverage your individual investment strategy for your long-term benefit. Verification of accreditation status is required prior to receiving any fund performance information.
CVC Income Fund Latest News
Tax Benefits of Multifamily Investing You Need to Know
Real estate investing is considered by many to be an excellent addition to an investor’s portfolio1. However, there are many avenues you can take when looking to invest; multifamily investing is one. While many investors will leap at the chance of earning income from multiple tenants in a single location,
Self-Directed IRA Alternative Investments: Information for Investors
Investors seeking more agency over where their money is invested often turn to self-directed IRAs. These IRAs offer significantly more investment control and diverse investment vehicles than other IRA types, benefiting individuals who want a more comprehensive array of investment options. Broadly speaking, self-directed IRAs have many factors that set
![A table that positions the largest real estate regions [Midsouth, Midwest, East Coast, and West Coast] next to various criteria to consider when investing in real estate in said regions such as weather and environment, economic factors, cost of living, job market, and rental demand.](https://www.canyonviewcapital.com/wp-content/uploads/2023/09/Multi-family-investing-criteria-300x209.jpg)
Multifamily Investing Criteria for Investors
Multifamily investing has become an increasingly popular real estate investment option for investors over the last few years. From Jan. to Sep. 2022, multifamily investing accounted for $64.2 billion in investment volume1. Despite a ~30% decline in 2023, multifamily investing remains the largest recipient of capital in the real estate
CVC Income Fund FAQs
An accredited investor is a person or entity that can deal with securities not registered with financial authorities by satisfying one of the requirements regarding income, net worth, asset size, governance status or professional experience. The term is used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by regulatory disclosure filings. Accredited investors include natural individuals, banks, insurance companies, brokers and trusts.
An accredited investor is a person or entity that can deal with securities not registered with financial authorities by satisfying one of the requirements regarding income, net worth, asset size, governance status or professional experience. The term is used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by regulatory disclosure filings. Accredited investors include natural individuals, banks, insurance companies, brokers and trusts.
An accredited investor is a person or entity that can deal with securities not registered with financial authorities by satisfying one of the requirements regarding income, net worth, asset size, governance status or professional experience. The term is used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by regulatory disclosure filings. Accredited investors include natural individuals, banks, insurance companies, brokers and trusts.
Canyon View Capital partners with IRA Services Trust Services Company as Trustee/Custodian to transfer your IRA(s) into our CVC Income Fund. For more information specific to investing with Canyon View Capital, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335
An investor must meet the minimum requirements and be a good fit for the investment. One minimum requirement is investors must be accredited for the funds that are currently open for investment. An accredited investor is a person or entity that can deal with securities not registered with financial authorities by satisfying one of the requirements regarding income, net worth, asset size, governance status or professional experience. The term is used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by regulatory disclosure filings. Accredited investors include natural individuals, banks, insurance companies, brokers and trusts. Click HERE to determine if you are accredited or not.
The minimum investment for either fund is $250,000. This may be in the form of a cash investment or an IRA/SEP/ROTH rollover. For more information specific to investing with Canyon View Capital, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335.
Our CVC Balance Fund (B Shares) is a tax-deferred fund and offers passive losses to offset passive income and available for cash investments only. Click here to learn more. The CVC Income Fund (A Shares) is a fully taxable fund (as portfolio income) and is available for both IRA/SEP/ROTH rollovers and cash investment. Click here to learn more
CVC’s founder and CEO, Robert (Bob) Davidson, started investing in real estate with his partners in the early 1980s. In 2001, we were incorporated as MyRetirementAssets, then rebranded under the current name of Canyon View Capital in 2012. For more information and inquiries regarding Canyon View Capital, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335.
No, but they are generally available. We will make every effort to work with you and create a good two-way communication on this complex process. There are windows for naming and closing a 1031 exchange that must be adhered to qualify for the 1031 tax deferred advantages. To discuss your individual situation with Canyon View Capital, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335.
Counter to a “buy-and-flip” acquisition philosophy that is quite common in the West and East coasts, CVC’s investment strategy is, instead, rooted in a “buy-and-hold” philosophy proven to deliver steady, attractive returns over the long term for our investors. We invest in America’s heartland—the Midwest and Midsouth regions of the US—and apply our value-investing philosophy with each of our acquisitions. For more information regarding our overall strategy and earnings, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335.
Yes. We are happy to email this and other specific information specific to investing with Canyon View Capital, please email investorrelations@canyonviewcapital.com or call us at 831.480.6335.
