Meet The Team
We’re a team of like-minded and passionate real estate investors and lenders. Our culture of respect has a greater mission to support communities and the clients we serve.
Meet the Team at TDA Investment Group
Mr. Spanner is the owner of TDA Investment Group. He has a very broad range of experience in construction, leasing, acquisitions, dispositions and property management. Mr. Spanner has successfully worked in most phases of real estate and construction and brings a valuable scope of expertise to the company, and under his leadership, TDA has established itself as one of the finest real estate management firms within its sphere of expertise. Mr. Spanner is also a member of the company’s investment committee.
Prior to joining TDA Investment Group in 1994, Mr. Spanner was responsible for the acquisitions and leasing for a brokerage firm. Prior to that, he worked in the construction industry and has been a private real estate investor since 1982.
Mr. Spanner is responsible for the overall company philosophy and operations, and his main responsibilities with regards to the real estate portfolio are the oversight of asset management and investment policies. His duties include analyzing and evaluating real estate and financial markets, as well as advising on deal structures and strategic investing.
Mr. Spanner is a member of the U.S. Green Building Council, Social Venture Network, Pension Real Estate Association, and National Association of Real Estate Investment Managers. Mr. Spanner is the owner of TDA Investment Group. He has a very broad range of experience in construction, leasing, acquisitions, dispositions and property management.
Mr. Spanner has successfully worked in most phases of real estate and construction and brings a valuable scope of expertise to the company, and under his leadership, TDA has established itself as one of the finest real estate management firms within its sphere of expertise. Mr. Spanner is also a member of the company’s investment committee. Prior to joining TDA Investment Group in 1994, Mr. Spanner was responsible for the acquisitions and leasing for a brokerage firm. Prior to that, he worked in the construction industry and has been a private real estate investor since 1982.
Mr. Spanner is responsible for the overall company philosophy and operations, and his main responsibilities with regards to the real estate portfolio are the oversight of asset management and investment policies. His duties include analyzing and evaluating real estate and financial markets, as well as advising on deal structures and strategic investing. Mr. Spanner is a member of the U.S. Green Building Council, Social Venture Network, Pension Real Estate Association, and National Association of Real Estate Investment Managers.
Rob leads TDA’s new investment activities, as well as being involved with TDA corporate and client activities. He has over 24 years of experience executing commercial, industrial, and residential real estate and corporate transactions, including origination, due diligence, structuring and execution of investment transactions across varied asset classes. Rob has worked for the largest privately held company in the U.S. (Koch Industries), executing real estate and corporate M&A investments, as well as smaller investment and private equity firms. He holds a Bachelor of Science from Pennsylvania State University and an M.B.A. from Texas A&M University.
Victor has over 29 years of real estate accounting, tax, finance, and funds experience. He was the CFO at Rubicon Point Partners, a value-add office buildings investor and operator in the San Francisco Bay Area. The company managed capital from public pension funds, foundations, and high net-worth investors. Rubicon is a CALPERS Emerging Manager. Prior to Rubicon, Victor was the CFO and Chief Compliance Officer at Fremont Realty Capital in San Francisco. A Bechtel family owned investment firm and real estate funds sponsor. During his sixteen years at Fremont, the Company had invested over $3.5 billion on behalf of institutional, private and public pension funds, foundations, and endowments investors in real estate properties and real estate operating companies. Victor started his career in public accounting and was a senior manager with the international accounting firm of Laventhol and Horwath. Victor graduated from the Haas School of Business at the University of California at Berkeley and is a CPA and CGMA.
Paula leads the administration of TDA’s assets under management. She has over 27 years of experience managing retail, commercial, industrial, residential, and agricultural holdings. Paula attended Southern Oregon University, was the owner/manager of a property management firm that specialized in historic commercial buildings in Denver, director of property management at a Santa Barbara firm, and now leads the asset management team at TDA. Paula has been active in numerous charitable organizations.
Erik St. Charles
Erik oversees compliance, legal affairs and corporate governance of TDA, and ensures compliance with SEC and DOL rules and regulations. Additionally, he assists the investments team to complete transactions and due diligence new investments. He worked for a number of years as a paralegal at Kirkland and Ellis, LLP, executing private equity M&A and fund formation transactions. In the private funds group, he completed and participated in the formation of more than $6bn in private funds. Most recently, he was with Veritas Investments in San Francisco, CA, managing compliance for $1.3 billion of mixed-use multifamily assets. Erik holds a Bachelor of Arts in Philosophy from University of California, Berkeley.
Byron has 45 years of experience with real estate acquisition and development. Prior to joining TDA in 1999, he served as Executive Vice President for Acquisitions for BRE Properties, one of the largest multi-family REITs in the United States. During his tenure, he was responsible for the acquisition of over $800mm of new assets. Before moving to BRE in 1989, he was Vice President and General Manager for two Hawaii-based land holding and development companies, Dillingham Investment Corporation and The Magoon Estate Limited. Byron is a graduate of Colgate University and the Harvard Business School. Byron has served as a TDA Investment Committee member for 15 years.
Jane has 33 years of experience with multifamily real estate, having purchased over 15,000 apartment units totaling approximately $2bn. Most recently as a Director at Wood Partners, a national apartment investor and developer, she was the partner in charge of all western US apartment acquisitions. For almost 10 years prior to joining Wood, she was a Director with RREEF specializing in multifamily. Ms. Maushardt also held the positions of Senior Multifamily Acquisitions Manager for the Western United States for the Archon Group, a subsidiary of Goldman Sachs, Acquisitions Director for SSR Realty Advisors, and Vice President of Acquisitions for BRE Properties, Inc. Ms. Maushardt has been a licensed broker in California since 1987. She received a Bachelor of Science with Honors in Economics and an M.B.A. from the University of California, Berkeley. Jane has served as a TDA Investment Committee member for over ten years.
Mr. Janda has over 50 years of banking experience of which 40 years have been involved in commercial real estate construction lending. Although Mr. Janda is retired from banking, he is currently the manager of Construction Services with the Kraemer Land Company which is located in Southern California.
Mr. Janda received a BS degree in Marketing from California State University of Los Angeles and his MBA in Business Administration from Peppperdine University. He is a past board member of the Baldy View Chapter of the Building Industrial Association and a founding member of Home Aid, a nonprofit corporation that help different communities in building low-income housing. Steve has served as a TDA Investment Committee member for over 10 years.
Bob has more than 27 years of progressive financial management experience in the financial, retail, and real estate industries. He was Vice President of Development for W.L. Butler Investment Corporation in Redwood City, where he was responsible for the financial and project management of residential projects and commercial property developments. Bob holds a Bachelor of Science in Commerce with emphasis in Finance from Santa Clara University.
At TDA, Dan is responsible for assisting all aspects of structured debt and equity investments, and providing asset management with portfolio analysis. His work includes due diligence, financial modeling, market research, reporting, and cash flow analysis for AUM in California and Hawaii.
Before joining TDA, Dan worked at Hanna Commercial Real Estate as an Investment Sales Associate, managing a 40-client portfolio consisting of 1.5 million square feet of office, industrial, and multifamily listings. The first part of his career was in tech industry finance – in positions at Google and NASA – where he reported to executive leadership and was responsible for multiple investment, business development, and project management decisions.
Dan is a Licensed Agent and holds a Bachelor of Science in Business Administration from Babson College – a four-year private business school specializing in entrepreneurship. While at Babson, he launched Babson Microfunds – a micro-lending group for fundraising and capital allocation to entrepreneurs in developing countries.
Alan joined TDA’s accounting group in March 2014. He works primarily on internal and external reporting, analyses on real estate debt and equity investments, time-weighted returns and IRR calculations, and oversees day-to-day accounting operations. He has 13 years of real estate accounting and financial reporting experience in commercial, hotel, and mixed-use development projects, including 7 years at Stockbridge Capital Group performing Fund Accounting for two opportunistic funds totaled $1.5 billion. Alan holds a Bachelor of Arts in Economics from University of California, Los Angeles.
Amy is responsible for the management of several of TDA’s assets including industrial, office and retail properties. With nearly 22 years in commercial real estate, Amy brings a broad range of experience in valuation, acquisitions, dispositions and asset management. Prior to joining TDA in 2013, Amy held positions with Sares Regis Group of Northern California, Bristol Group in San Francisco and Lend Lease (formally Boston Financial Group). Amy currently serves on the Planning Commission for the City of Belmont and holds a California real estate license. She earned a Bachelor of Science in Political Science from the University of Vermont.
Ken is responsible for portfolio management of TDA’s assets including industrial, office, and retail properties. With 15 years in commercial real estate and finance, Ken brings a broad range of experience in portfolio management, acquisitions, dispositions, and asset management. Prior to joining TDA in 2019, Ken held positions with BRIDGE Infill Land Development, 643 Capital Management, and RealtyShares. He earned a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Political Science from the University of California, Berkeley.
Al has represented TDA as a client liaison for over 10 years. Prior to joining TDA, Al worked with the Bank of Hawaii in their residential and commercial lending division until his retirement in 2005. He attended San Jose State University in the San Francisco Bay Area, and was a card carrying Carpenters Union member in Northern California.
Mr. Lewis is responsible for client relations at TDA since August 2013. Formerly he was a Senior Vice President with Union Bank, as the national manager of the TaftHartley Group, and was with Union Bank for 21 years prior to his retirement. Trevor has been in the Labor and Trust Industry for over 30 years; a former member of the American Bankers Association and Board member of ABA’s Certified Retirement Services Professionals Committee. Trevor attended Long Island University in New York where he majored in Accounting. TDA had a long-standing professional relationship with Trevor due to our respective dealings, prior to his formally joining TDA in 2013.
Agnese V. Serra
Aggie is the Executive Assistant supporting the President and CEO at TDA in a broad range of executive administrative duties, and additionally, is the Office Manager. She manages the internal procedures and building operations to ensure the office runs smoothly, coordinates TDA’s participation in clients’ annual fundraising and scholarship program events and is company ambassador to promote staff well-being. Prior to joining TDA in 2018, Aggie held EA/OM positions for over 15 years supporting CEOs and Board of Directors in the life science industry, at Silicon Valley biotech companies Maxygen, Codexis, Calysta and Neuraltus Pharmaceuticals. She has a background in corporate event planning, project management and customer service, managing worldwide training and education at Harris and Oracle. Aggie is a member of the IAAP, International Association of Administrative Professionals and AEAP, Association of Executive and Administrative Professionals. She attended College of San Mateo, majoring in Business Administration.
Alex believes that technology plays an increasingly important role in the development and success of modern businesses. With over 10 years of IT experience in the real estate industry, he provides expert insight to ensure that TDA’s business and technology strategies are in sync. Alex views his colleagues as his customers, and he supports them with a wide range of services from one-on-one training to bespoke software solutions. His responsibilities also include ensuring compliance with real estate industry regulations.
Jay joined TDA in August 2019. He has over 20 years of progressive accounting experience with private equity funds including REIT, LLCs and limited partnerships dealing with multi-family, commercial and mixed-use real estate. Jay brings a broad range of experience in fund accounting, property acquisition, development, operations and dispositions. Prior to joining TDA, Jay held positions with Carmel Partners Inc., Stockbridge and Citi Private Equity Services (now SS&C). He graduated with a Bachelor of Science in Accounting from San Francisco State University and earned an MBA with concentration in Accounting from Golden Gate University.
Terry joined TDA’s accounting group in February 2019. She’s responsible for all facets of TDA’s A/P, A/R, Client Monthly Journal Entries, Accounts Receivable and Bank Reconciliations. She also handles the property taxes, wire payments, fund transfers, 1099s, various reports, and is the administrator of Concur for corporate credit card reconciliations and employee reimbursements. Terry worked as a Briefing Manager at Oracle Corporation for six years before transitioning to accounting. She has 5 years Human Resources and Accounts Payable experience working in the High-Tech industry and currently holds an accounting certificate from the College of San Mateo.