About Canyon View Capital
Multifamily Investment Fund Options
CVC’s Investment Approach
By trying to apply principals like value investing, leverage, compounded interest, and tax-advantaged funds, the CVC team has helped families invest for their futures. Canyon View Capital offers a range of multifamily investment fund options that offer the potential to help you achieve your financial goals.
CVC Investment Overview
Properties
Tenured Funds
Investors
Completed 1031 Exchanges
CVC Philosophy
Canyon View Capital’s investment philosophy is based on the fundamentals of “Value Investing.” Instead of targeting “hot markets” in which overbuilding can cause escalating prices, CVC focuses on acquiring large multifamily apartment complexes in the Midwest and Midsouth U.S. regions. With a strong background in accounting and taxation, the CVC management team has developed a solid real estate portfolio that’s built on multifamily options for stability and long-term growth.
Tax Advantaged
Value Investing
Compound Interest
Long-Term Horizon
Cash Flowing
Dollar Cost Averaging
Our CVC Balanced Fund is a growth fund for investors seeking tax advantages and moderate investment income. This diversified fund is invested in all properties owned by Canyon View Capital and provides relative liquidity.
Our CVC Balanced Fund is a growth fund for investors seeking tax advantages and moderate investment income. This diversified fund is invested in all properties owned by Canyon View Capital and provides relative liquidity.
Our CVC Balanced Fund is a growth fund for investors seeking tax advantages and moderate investment income. This diversified fund is invested in all properties owned by Canyon View Capital and provides relative liquidity.
Our CVC Balanced Fund is a growth fund for investors seeking tax advantages and moderate investment income. This diversified fund is invested in all properties owned by Canyon View Capital and provides relative liquidity.
Our 1031 Exchange Program allows our investors to defer the gain on the sale of their investment property by rolling the proceeds into one of our investments as a Tenant in Common. These funds are tax-deferred by transferring your tax basis from your investment property into one of our properties.
CVC Investment Options
With our multifamily investment fund options, adding real estate to your portfolio is accessible—and can be financially rewarding beyond just spreading your risk. CVC’s investment managers can walk you through the steps to target steady rental income with the added potential for long-term appreciation. Our funds are a popular alternative to equity investments among accredited investors who want an option to diversify their portfolios in parallel with their financial advisors.
See below for more on our two multifamily investment fund options, the CVC Balanced Fund and the CVC Income Fund, as well as our 1031 Exchange Program that aims to defer capital gains taxes. Please contact Canyon View Capital for fund performance comparisons and further information on our offerings. Verification of accreditation status is required prior to receiving any performance statistics. You should also work with your financial advisor before making any financial decisions.
CVC Balanced Fund
The Balanced Fund is a growth fund invested in all CVC-owned properties for investors seeking equity-like exposures, tax advantages, and the potential for moderate investment income.
CVC Income Fund
The CVC Income Fund is designed specifically for IRAs/ROTHs/SEPs for a path to diversify retirement savings and more target consistent returns, like a preferred equity interest.
CVC 1031 Exchanges
CVC’s 1031 Exchange Program enables investors to defer capital gains on investment property sales by reinvesting the proceeds in a new property or rolling them over into one of our investments as a Tenant-in-Common.
1031 Exchange Opportunities With CVC
Schedule A Consultation
- CVC offers an end-to-end platform that is designed to help you exchange 1031-eligible properties, with several potential exit options detailed below. We are a market leader for managing investment property wealth via 1031 Exchanges.
- With over 40 years of Real Estate Investing & Tax Advantaged Portfolio Planning, CVC leadership has directed over $1.5B+ in real estate and investment property transactions.
Some Of The Benefits Of Investing With Canyon View Capital
- No Personal Loan Guarantee
- No Landlord Responsibilities
- Increased Depreciation Expense
- Flexibility
We Provide Several Exit Options That Include The Following
- Remain in the property as a TIC for up to another 10 years
- Invest in an outside 1031 exchange property of your choosing
- Exchange the TIC interest in another CVC property (if available)
- Sell your TIC interest (taxable event)
- Contribute your TIC interest into the CVC Balanced Fund. Experience diversification and improved liquidity
CVC 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.
SEC regulations prohibit us from publishing earnings on a public site. We welcome your questions and encourage you to 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.
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.
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