uli charlotte fy15 annual report - th mgmt charlotte fy15 annual report...of our hard work to...

FY15URBAN LAND INSTITUTE CHARLOTTE - ANNUAL REPORT

2 | U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T2 | U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T

1300 Baxter St., Ste. 360Charlotte, NC 28204

ph 704-940-7388 | http://charlotte.uli.org

U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T | 3

FY15 Highlights

Since ULI Charlotte was established in 1999, ULI has been impacting local land use in so many ways. From Advisory Panels (with global participants) to local conversations, ULI has a reputable name in the Charlotte region. As chair of ULI Charlotte, I am able to experience the full impact our organization has on our community, and hope this Annual Report will give you a glimpse inside the programs, projects and people that have made a difference in land use.

As you review this report, you will find leaders that embrace the ULI mission and think creatively to consider solutions to land use challenges. Reflecting on our fiscal year, I wanted to share with you my top 10 highlights for FY15 in our region (even though I know David Letterman recently retired):

10. 20% growth in ULI membership, which has seen substantial increase in Young Leaders (under 35) and women, enhancing our diversity and cultivating future leaders.

9. More than 300 attendees at our eight CoffeeTalks in the past year – a Members’ Only forum for discussion and sharing.

8. National Speakers such as Ron Terwilliger, talking about critical topics such as the Housing Crisis in America. Mr. Terwilliger addressed real estate executives and then held a public forum co-hosted with the City of Charlotte. ULI is part of the conversation on affordable and workforce housing.

7. Convened ULI members with the City of Charlotte, for the USDOT/HUD LadderSTEP program discussing future development along Beatties Ford Road and the Gold Lynx streetcar corridor.

6. Record-breaking attendance at the Carolinas’ Meeting in Charleston, SC. This regional meeting is one of the largest in the US and attracted more than 500 people from across our region.

5. Provided support for the publishing of the CONNECT Our Future growth framework for the Charlotte region.

4. Ongoing transformation of Charlotte corridors, based on ULI input. Over the years, ULI experts have provided input on critical corridors such as West Trade/Beatties Ford, Applied Innovation Corridor, Exit 27 on I-77 in Cornelius, and Independence Boulevard. It takes years to see some of our hard work to blossom, and it is now bearing fruit. ULI members are sharing their expertise for a better community.

3. Partner support of ULI Charlotte tops $220,000 for the organization. A big thanks to our sponsors, as your contributions help us fund our initiatives. You make it all possible.

2. 34+ programs, ranging from Affordable Housing to future projects in Uptown Charlotte. ULI is facilitating conversations around what is and what can happen in land use.

1. More than 73 people that have served as a volunteer on a committee or speaker over the past year. Our members and volunteers are involved and making a difference.

This is just the top 10. Your ULI Charlotte leadership has even more planned for the next year, so if you aren’t already involved, going to the events, or being a part of the conversation, I invite you to be a part of ULI Charlotte and the mission. I look forward to the next year and leading ULI Charlotte to new heights.

Regards,

Ron Kimble

Letter from the Chair

4 | U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T

Immediate Past Chair &Chair of GovernanceTracy DodsonLincoln Harris

District Council ChairRon KimbleCity of Charlotte

Past ChairLat W. PurserLat Purser & Associates

Past ChairMike BurnettBurnett Real Estate Advisory Services

At Large MemberJohn PorterCharter Properties

At Large MemberTom WebbFaison

At Large MemberDebra CampbellCity of Charlotte

Executive DirectorTheresa SalmenULI Charlotte

Management Committee


Chair of Mission AdvancementTracy DodsonLincoln Harris

TreasurerDan WarrenElliott Davis Decosimo

Immediate Past ChairTracy DodsonLincoln Harris

Sponsorship ChairMike OrtlipGrandbridge Real EstateCapital, LLC

Membership ChairAmy SullivanECS Carolinas

Programs ChairRob CochranDTZ

Young Leader Group ChairCharlie RulickMiller Valentine Group


Through the commitment and support of our volunteer leaders, we are able to deliver the quality programing and outreach in our community.

FY15 Leadership

Governance Committee

ULI Charlotte Past Chairs

1999-2001 Peter A. Pappas Pappas Properties2001-2002 Arthur W. Fields2002-2004 Lat W. Purser Lat Purser & Associates2004-2006 A. Michael Burnett Burnett Real Advisory Services

2006-2008 Thomas B. “Skeet” Harris, TB Harris & Associates2008-2010 E. Allen Prichard K&L Gates2010-2012 Charles E. Teal Saussy Burbank2012-2014 Tracy Dodson Lincoln Harris



Chair of Mission Advancement& Immediate Past ChairTracy DodsonLincoln Harris

TreasurerDan WarrenElliott Davis Decosimo

Sponsorship Committee ChairMike OrtlipGrandbridge Real Estate Capital, LLC

Membership Committee ChairAmy SullivanECS Carolinas

Programs Committee ChairRob CochranDTZ

Regional DevelopmentCommittee ChairHal KempsenCBRE

TAPS Committee ChairAlysia OsborneCity of Charlotte

Academic DevelopmentCommittee ChairDanny PleasantCity of Charlotte

Young Leaders Committee ChairCharlie RulickMiller Valentine Group

Communications Committee ChairMary HopperHopper Consults

Women’s Leadership Initiative Committee ChairBridget DixonCharlotte Mecklenburg Planning Dept.

At Large MemberBird AndersonWells Fargo

At Large MemberEmily CrandallAdolfson & Peterson Construction

At Large MemberMartin FahselBB&T

At Large MemberWade FingerPappas Properties

At Large MemberJim GambleBohler Engineering

At Large MemberTricia GordonBradley Arant Boult Cummings

At Large MemberChris HermanNorthwood Ravin, LLC

At Large MemberCristi LewisCohnReznick

At Large MemberJonathan McLesterGreerWalker

At Large MemberJeff BrownMoore Van Allen PLLC

At Large MemberMike TomlinsonK & L Gates, LLP

At Large MemberElizabeth McMillanCrescent Communities

At Large MemberAlyson MetcalfeUNC Charlotte, Center for Real Estate

At Large MemberScott MingonetKimley-Horn and Associates, Inc.

At Large MemberJonathan NugentNelson Mullins

At Large MemberPhil PayneGinkgo Residential

At Large MemberPatrick RidingerTroutman Sanders

At Large MemberGreg RossGrant Thornton

At Large MemberNina ShorRogers Townsend Attorneys at Law

At Large MemberSusan VercauterenBank of America Merrill Lynch

At Large MemberJeff HarrisLennar

At Large MemberDave ChandlerFaison

At Large MemberJim ProsserCentralina Council of Governments


Advisory Board

FY15 Leadership continued


Throughout FY15, ULI Charlotte evolved programing to meet the diversity of our membership. Offering small group discussions for targeted groups, as well as broader industry forums. The programs are alive and thriving.

Featured District Council Events• Addressing America’s Silent Housing Crisis• Case Study: Metropolitan• Executive Leadership Series with Ron Terwilliger• New Member Orientations• Public Sector Education: Development 102• Real Estate and the Future of Connectivity• Trends In Real Estate: Emerging Trends• ULI Fall Meeting Review

Symposiums• Capital Markets Symposium: Navigating Private

Equity Capital• Spring Symposium: The Evolution of SouthPark

Coffee Talks• CoffeeTalk: Blue Line Update and Its Impact*• CoffeeTalk: Healthcare Trends and Community

Development*• CoffeeTalk: Intermodal Update/Norfolk Southern*• CoffeeTalk: P3 Perspectives*• CoffeeTalk: Panthers Stadium Renovations Tour*• CoffeeTalk: The Next Phase of First Ward*• CoffeeTalk: The Rebirth of Retail in Uptown*• CoffeeTalk: The Rise of Fort Mill*

Women’s Leadership Initiative• WLI Career Development - An Introduction to

Authentic Speaking and Presenting*• WLI Career Development - Effective Leadership• WLI Career Development - Taking Your Career to

the Next Level with Coaching*• WLI Career Development - Why Can’t Everyone Be

Normal Like Me?*• WLI Symposium: Building a Great Team

Young Leaders Group• YLG Mobile Workshop - Brightwalk Commununity

Tour*• YLG Mobile Workshop - Charlotte Premium Outlets

Tour*• YLG Mobile Workshop - Hard Hat Tour of Crescent

Dilworth*• YLG Mobile Workshop - South End Bike Tour*

Joint District Council Events• Second Annual ULI Carolinas’ Meeting: Game

Changers

FY15 Content

Topics during the year included:

*Exclusive ULI Member events. These events are offered to enhance conversation amongst ULI Members


METRICSFY15 ImpactULI’s mission touches a large array of issues, topics and factors that infl uence the health and vitality of our community. Members help our community in a variety of ways to make the region a better place to live. In FY15, ULI Charlotte touched our community in a number of ways:

• Impact on Economic DevelopmentWith the Mayor’s office for the City of Charlotte, ULI participated in the USDOT/HUD LadderSTEP program. Discussion was centered around the Gold Line and connecting economically diverse neighborhoods by providing efficient transit options and increasing the mobility of residents. The goal is to stimulate development surrounding the expanded Gold Line.

• Impact on InfrastructureIn June, a panel of ULI members participated in a Technical Assistance Panel (TAP) for the Lake Norman Economic Development Corporation around a proposed Exit 27 off of I-77. This panel of six members met with stakeholders, studied the options and presented a unique recommendation that could offer greater and better land use of the largest parcels of land available in the Town of Cornelius. View the final report at http://goo.gl/7nbUru.

• Impact on PlanningAs part of the CONNECT Our Future consortium, ULI Charlotte support helped publish the growth framework, which was launched with the ULI Reality Check in 2012. Check out the publication at http://goo.gl/ssjxNP.

• Impact on the Real Estate ProfessionWomen’s Leadership Initiative (WLI) is stronger than ever before - growth in ULI’s women membership provides evidence. Diversity in our conversations and programs with more women, people of color and younger professionals enhances the conversation, similar to the way our community is evolving. Check out the initiatives by WLI (http://goo.gl/5gNPBC) and the Young Leaders Group (http://goo.gl/kA5Zch), though out the upcoming year.


ULI Charlotte brought top decision makers and leaders to discuss real-world experience focused on building better communities.

• Peter Albers, Google Fiber, Mountain View, CA• Denise Altman, Altman Initiative Group, Charlotte,

NC• Bird Anderson, Wells Fargo, Charlotte, NC• Jennifer Appleby, wray ward, Charlotte, NC• Kelly Auman, Greystar Real Estate Partners,

Charlotte, NC• Amy Barrett, Permar Inc., Charleston, SC• Jason A. Bates, Parkway Properties, Orlando, FL• Marvin Bethune, Ruff, Bond, Cobb, Wade, &

Bethune, Charlotte, NC• Lee Bienstock, Google Fiber, New York, NY• Stephen Billings, UNC Charlotte, Charlotte, NC• Tom Blazer, eSite, Inc., Mount Pleasant, SC• Ken Bowers, City of Raleigh, Raleigh, NC• Gunnar Branson, National Assoc. of RE Investment

Mgrs. , Chicago, IL• Jeff Brown, Moore & Van Allen, Charlotte, NC• Debra Campbell, City of Charlotte, Charlotte, NC• Sharon Campbell, Simon Property Group, Charlotte,

NC• Dawn Chandler, McColl School of Business,

Charlotte, NC• Jim Clayton, Cornerstone Real Estate Advisors,

Hartford, CT• Chris Clouden, 7th Street Public Market, Charlotte,

NC• Rob Cochran, DTZ, Charlotte, NC• Josh Cohen, TransLoc, Durham, NC

• Stuart Coleman , CC&T, Charleston, SC• John Collett, Collett & Associates, Charlotte, NC• Walker Collier, Trinity Capital Advisors, Charlotte,

NC• Grant Cothran, Norfolk Southern, Pittsburgh, PA• Jerry Coughter, Charlotte Center City Partners,

Charlotte, NCNate DaPore, People Matter, Charleston, SC

• Ian Davis, Davis Craig & Taylor, Dallas, TX• Paul DeVine, Childress Klein Properties, Charlotte,

NC• Darryl Dewberry, Spectrum Properties, Charlotte, NC• Bridget Dixon, City of Charlotte, Charlotte, NC• Rory Dowling, DFI, UNC School of Government,

Chapel Hill, NC• Daniel J. Doyle, The Beach Company, Charleston, SC• Kelly Dunbar, Childress Klein Properties, Charlotte,

NC• Peter Fioretti, Mountain Island Capital, Charlotte, NC• Joe Frey, City of Charlotte, Charlotte, NC• Bonner Gaylord, City of Raleigh, Raleigh, NC• Bob Godard, Compass Real Estate, Roswell, GA• W. Clay Grubb, Grubb Properties, Inc., Charlotte, NC• Scott Hall, CNL Financial Group, Orlando, FL• Skeet Harris, T.B. Harris & Associates, Charlotte, NC• John W. Harris, Lincoln Harris, Charlotte, NC• Johno Harris, Lincoln Harris, Charlotte, NC• Patricia R. Healy, Hyde Street Holdings, LLC, Raleigh,

NC

FY15 Speakers


FY15 Speakers continued

• Chris Hemans, Charlotte Center City Partners, Charlotte, NC

• Lisa Hoffman, McColl Center for Art + Innovation, Charlotte, NC

• Andy Holland, Wells Fargo Commercial Real Estate, Raleigh, NC

• Tobe Holmes, Charlotte Center City Partners, Charlotte, NC

• Timothy Hose, SYNCO Properties, Charlotte, NC• Kevin Jennings, Tanger Outlets, Greensboro, NC• Jordan Jones, DFI, UNC School of Government,

Chapel Hill, NC• Tim Keane, City of Charleston, Charleston, SC• Ron Kimble, City of Charlotte, Charlotte, NC• Shannon King, King Residential Group, Charlotte, NC• William King, AirSage, Atlanta, GA• Mary Beth Kuzmanovich, Colliers International,

Charlotte, NC• Eugene LaNois, Nest Labs, Palo Alto, CA• Noah Lazes, ARK Group , Cornelius, NC• Brian Leary, Crescent Communities, Charlotte, NC• Suzanne Leland, UNC Charlotte, Charlotte, NC• Daniel S. Levine, Levine Properties, Charlotte, NC• Emma Littlejohn, The Littlejohn Group, Charlotte, NC• Carol Lovin, Carolinas Heathcare System, Charlotte,

NC• Todd Mansfield, Crescent Communities, Charlotte,

NC• Charles Lindsey McAlpine, Citisculpt, Charlotte, NC• Stephen McClure, Spectrum Properties, Charlotte,

NC• Greg McDonald, Greystar, Houston, TX• Anne McGeorge, Grant Thornton, Charlotte, NC• Carolyn Meade, Moore & Van Allen, Charlotte, NC

• Alyson Metcalfe, UNC Charlotte, Charlotte, NC• Benjamin Miller, FundRise, Washington, DC• Rex M. Miller, mindSHIFT, N. Richland Hills, TX• Will Mischner, Le Creuset of America, Inc., Early

Branch, SC• Jon Morris, Beacon Partners, Charlotte, NC• Patrick T. Mumford, City of Charlotte, Charlotte, NC• Hon. Thomas Murphy, ULI - The Urban Land

Institute, Washington, DC• Cheryl Myers, Charlotte Center City Partners,

Charlotte, NC• Dionne Nelson, Laurel Street Residential, Charlotte,

NC• Phil Nickolenko, TIAA-CREF, Charlotte, NC• Tyler Niess, Crescent Communities, Charlotte, NC• Matt Noonkester, Stantec Urban Places Group,

Charlotte, NC• Thomas Osha, Wexford Science + Technology

Group, Norfolk, VA• Peter A. Pappas, Pappas Properties, Charlotte, NC• Scott Paul, Carolina Panthers, Charlotte, NC• Richard Petersheim, LandDesign, Charlotte, NC• Eve Picker, cityLAB, Pittsburgh, PA• Danny Pleasant, City of Charlotte, Charlotte, NC• Whitney Powers, Studio A, Inc., Charleston, SC• Christopher Randolph, South Street Partners,

Charlotte, NC• Dustin Read, Virginia Tech, Blacksburg, VA• Hon. Joseph P. Riley, City of Charleston, Charleston,

SC• Jonathan Robinson, Ewing Marion Kauffman

Foundation, Kansas City, MO• David Rothwell, Ritz Carlton Uptown Hotel, Charlotte,

NC

1 0 | U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T

• Rachel Russell, Grubb Properties, Inc., Charlotte, NC• Dean Schwanke, ULI - The Urban Land Institute,

Washington, DC• Charles Mark Senn, Blanchard and Calhoun

Commercial Corp., Augusta, GA• Alan Shaw, Norfolk Southern, Norfolk, VA• Terry Shook, Shook Kelly, Charlotte, NC• Thomas Sittema, CNL Financial Group, Orlando, FL• Kenny Smith, City of Charlotte, Charlotte, NC• Michael Smith, Charlotte Center City Partners,

Charlotte, NC• Lou Solomon, Interact Skills/Studio, Charlotte, NC• Jim Spaeth, UNC Kenan-Flagler Business School,

Chapel Hill, NC• Jennifer Stanton, Retail Advisory Services, Charlotte,

NC• William Taylor, The Springs Company, Lancaster, SC• J. Ronald Terwilliger, Terwilliger Pappas MultiFamily

Partners, Charlotte, NC• Andrew Thomas, Novare Group, Atlanta, GA• Chris Thomas, Childress Klein Properties, Charlotte,

NC• James Traynor, Clear Springs Development

Company, Fort Mill, SC

FY15 Speakers continued

• Michael Tubridy, Crescent Communities, Charlotte, NC

• Stephen Turner, City of Rock Hill (SC), Rock Hill, SC• Tina Votaw, Charlotte Area Transit System,

Charlotte, NC• Dave Wagner, Wagner Murray Architects, Charlotte,

NC• Warren Walker, Starbucks Coffee Company,

Brookhaven, GA• Frank Warren, Kimley-Horn & Associates, Charlotte,

NC• Todd Wigfield, Greystar Real Estate Partners,

Charleston, SC• David Williams, Assured Group of Companies, Rock

Hill, SC• Ted Zoller, UNC Kenan-Flagler Business School,

Chapel Hill, NC

U L I C H A R L O T T E F Y 15 A N N U A L R E P O R T | 1 1

Bird Anderson, Wells FargoFred Bolt, Adolfson & Peterson

ConstructionChris Briggs, Terracon Consultants, Inc.Jeff W. Brown, Moore & Van Allen PLLCA. Michael Burnett, Burnett Real Estate

Advisory Services, LLCDebra D. Campbell, City of CharlotteRob A. Cochran, DTZJoshua I. Davis, Grandbridge Real Estate

Capital, LLCAmy Jo Denton, Benchmark CMR, IncAmbrose Dittloff, Carocon CorporationBridget Dixon, City of CharlotteTracy Dodson, Lincoln HarrisNate Doolittle, LandDesignArthur W. Fields, Faison Enterprises Inc.Tami Singleton Fossum, Blue Ridge

CompaniesJim Gamble, Bohler EngineeringRandy Goddard, Design Resource Group,

Charlotte, NCPatricia Gordon, Bradley Arant Boult

CummingsMichael Gribble, Northwood RavinJoselyn Harriger, Hart & Hickman, PCThomas B. Harris, T.B. Harris Jr. &

Associates, Inc.Darlene Heater, University City PartnersMatt Henry, The Shopping Center GroupTobe Holmes, Charlotte Center City

PartnersMary Hopper, Hopper ConsultsHal Kempson, CBRERon Kimble, City of Charlotte

Christina Langrall, Wells FargoStephen T. Lineberger, LINEBERGER

Planning + DesignEmma Littlejohn, The Littlejohn GroupKeith MacVan, Moore & Van Allen,

Charlotte, NCKeith MacVean, Moore & Van Allen PLLCWilliam C. Matthews Jr., Womble Carlyle

Sandridge & Rice, LLPJonathan McLester, GreerWalkerElizabeth A. McMillian, Crescent

CommunitiesEd McKinney, Charlotte-Mecklenburg

Planning Department, Charlotte, NCRon Messenger, Grant Thornton, LLPMark Miller, Lat Purser & AssociatesAndrew Miller, Kimley-Horn and

AssociatesScott Mingonet, Kimley-Horn and

Associates, Inc.Bart Murr, Insite Properties, LLCBrian T. Nicholson, Levine PropertiesMichael J. Ortlip, Grandbridge Real

Estate Capital, LLCAlysia Davis Osborne, City of CharlottePeter A. Pappas, Pappas PropertiesPhil Payne, Ginkgo ResidentialRichard J. Petersheim, LandDesignDanny Pleasant, City of Charlotte/

Department of TransportationJohn D. Porter, Charter Properties, Inc.E. Allen Prichard, K & L Gates, LLPJames Prosser, Centralina Council of

GovernmentsLat H. Purser, Lat Purser & Associates

Lat W. Purser, Lat Purser & AssociatesDennis A. Richter, Solterra PartnersMonte Ritchey, The Conformity

CorporationDan Robertson, UNC CharlotteEllen Rogers, Bank of America Merrill

LynchKathleen Rose, Rose & Associates,

Charlotte, NCDavid H. Rosenthal, Millennium Real

Estate AdvisorsGreg Ross, Grant Thornton LLPCharlie Rulick, Miller-Valentine GroupStephen Stansbery, Kimley-Horn and

Associates, Inc.Jennifer Stuart, Holder Construction

CompanyAmy Sullivan, ECS Carolinas, LLPCharles E. Teal, Saussy Burbank, LLCSusan Vercauteren, Bank of America

Merrill LynchTina M. Votaw, Charlotte Area Transit

SystemIan Wagoner, Spectrum PropertiesDon M. Ward, Bank of America Merrill

LynchDan Warren, Elliott Davis Decosimo,

PLLCH. Thomas Webb, Faison & AssociatesBrian F. Welch, ESP Associates, P.AScott Wilkerson, Ginkgo ResidentialJames M. Williams, LS3P AssociatesMarcie Williams, GreystarKristin Worley Beamer, McKim & Creed

From committee participation and leadership to community impact activities, ULI members are the strength of the organization. A special thank you to our volunteers for their service to ULI.

FY15 Volunteers


EventAttendance

FY14 1606

FY13 1122

FY12 905

Number ofMeetings

LeadershipSmall Group

General Program

8

5

12

7

10

1415

8

12

(25) (31) (35)

27

8

12

(48)

FY15 2159

SponsorshipDollars Raised

FY12 $107,500

FY13 $110,500

FY14 $138,225

FY15 $229,025

FY15 Metrics

FY12 FY13 FY14 FY15

Expenses

Programs 36%

Membership 18%

Community Outreach Communications 11%

Administrative 26%

$402,928

Revenue

Other 18%Registration 21%

Sponsorship 58%

Membership 11%

$395,535

Members by Type

0 100 200 300 400

Full

Associate

Student

607

514

517

504

500

FY12

FY13

FY14

FY15


1300 Baxter St., Ste. 360Charlotte, NC 28204

ph 704-940-7388 | http://charlotte.uli.org

FY15 Links & ResourcesLinksThe following are links to further information on items mentioned in this annual report. See the page number following the link desciption to locate where the link is referenced within this report.

• Presentations in Charlotte by Ron Terwilliger (page 3) – http://goo.gl/qYzJd2 • 2015 Carolinas’ Meeting (page 3) – http://goo.gl/wdrrVn• 2015 Support by Sponsors (page 3) – http://goo.gl/8VTEYL• FY15 ULI Charlotte Programs (page 3) – http://goo.gl/xDPctf• USDOT/HUD LadderSTEP Program (page 8) – https://goo.gl/Ndc13c • TAP - Exit 27 Study – Lake Norman Economic Development Corporation (page 8) - http://goo.gl/8gRZN4• CONNECT Our Future Growth Framework (page 8) – http://goo.gl/qAaU0H (hard copies are available upon

request)• Women’s Leadership Initiative (page 8) – http://goo.gl/yGOCQo• Young Leaders Group (page 8) – http://goo.gl/YkUApB

Resources

• What is a TAP? – http://goo.gl/QJaxFm• How to Get Involved – http://goo.gl/6ffsxJ• UrbanPlan in Area Schools – http://goo.gl/sutMee• Regional Initiative Councils – http://goo.gl/eavfbT• FAQs – http://goo.gl/C3QV61

uli charlotte fy15 annual report - th mgmt charlotte fy15 annual report...of our hard work to...

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