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Team of Consultants


Kathleen Rose, CCIM, CRE

Real Estate and Economic Development / Land Use Strategy / Housing / Mixed-Use / Revitalization / Asset Management

Kathleen Rose is President of Rose & Associates Southeast, Inc. , where she has combined decades of experience as a development expert and real estate analyst to build a unique consulting practice, serving public, private and institutional clients and managing the analysis, planning and development of a wide range of real estate and economic development projects throughout the eastern United States.

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Rose holds the Certified Commercial Investment Member (CCIM) designation of the Commercial Investment Real Estate Institute of the National Association of Realtors. After receiving the designation in 1989, she went on to serve on the Institute’s Faculty and as Chair on a number of regional and national executive committees. She also holds the designation of Counselor of Real Estate (CRE). The CRE credential is awarded only to those individuals who are invited by their peers as established consultants into the membership of The Counselors of Real Estate. She is also a member of the International Economic Development Council (IEDC), which confers the CeCD Designation (Certified Economic Developer) and is pending certification.
Kathleen Rose serves on Advisory Services Panels for the Urban Land Institute (ULI), including the Daniel Rose Center for Public Policy and has been published in a wide variety of institute project documents. She is also a member of the International City/Council Management Association (ICMA), and its affiliate the Alliance for Innovation.
A widely quoted expert, she is the author of numerous articles which have appeared in a wide variety of industry trade publications covering topics including retail, development, urban planning, economic development and related subjects. She is also often asked to speak to a wide variety of audiences on these topics. Her work in real estate, community and economic development has resulted in being recognized by Business Today as a top businesswoman in the Lake Norman region in 2010 and the Charlotte Business Journal as among the top 25 businesswomen in 2011.

To provide living models and case studies for the firm’s work, Rose is also Managing Partner of the property company that developed South Main Square in downtown Davidson, NC, a mixed-use revitalization project which was the catalyst for forming the arts district in the South Main Street corridor. Her most recent endeavor is the creation of PiES – the Project for Innovation, Energy & Sustainability, a green industries incubator to serve as a public-private partnership model for community entrepreneurial development. PiES was awarded the Region of Excellence Award in 2014 for Growing the Economy by the Centralina Council of Governments.



William McCoy – Senior Consultant

Housing issues / Aging / Healthy Communities / Data Survey and Analysis

William J. (Bill) McCoy is Senior Advisor for market research, community engagement and economic development. He is the retired Director of the UNC Charlotte Urban Institute, Professor Emeritus of Political Science, and former Associate Vice Chancellor for Extended Academic Programs at UNC Charlotte.

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Dr. McCoy received B.A. and M.A. degrees from Western Kentucky University and the Ph.D. degree from The University of Tennessee. He came to UNC Charlotte in 1970 as an Assistant Professor in the Political Science Department. In 1979, he joined the UNC Charlotte Urban Institute on a part-time basis and was named its Director in 1985. He retired from that position in 2001. He was selected for the North Carolina National Bank (Bank of America) Teaching Award in 1974.

During his tenure with the UNC Charlotte Urban Institute, he has been involved in land use planning, strategic planning, meeting facilitation, organizational development, public opinion surveys, waste minimization, housing studies, and regional approaches to public policy. He has also published articles on planning, voting behavior, and teaching methods. Since retirement he has continued to consult on a number of community projects regarding transportation systems, regional population projections for compliance studies, public engagement for comprehensive land use plans and County planning efforts, economic development task forces, study groups and a number of other community and region-wide initiatives.


Kathy Garner

Kathy Garner – Project Consultant

Real Estate / Land Use Strategy / Market Research / Analytics

Kathy Garner is a seasoned land broker with over 15 years of real estate experience. She is a member of the North Carolina Chapter of the Certified Commercial Investment Member Institute (CCIM), the CRCBR (Charlotte Region Commercial Board of Realtors) and is a licensed Real Estate Broker in N.C. and S.C.

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Her portfolio includes work with retail clients such as Service Distributing Company, Wendy’s, Arby’s, Lennar, BP and Family Dollar. She is a strategic specialist in parcel assembly. Kathy is well respected for her research and analytical skills and attention to detail.

Kathy Garner’s role at Rose & Associates includes real estate strategy, market research, analytics and interaction with private sector clients to advance and implement public sector goals.

Kathy facilitates timely, successful strategic plans and project outcomes. She is an expert in building relationships between project participants. This creates collaborative solutions for complex real estate challenges while accomplishing long-term goals for her client and developers.


jan Black

Jan Black

Tourism / Place-making / Market Research

Jan joins the Rose Team with over 25 years of Experiential Tourism –real -life experiences (RLE) that seamlessly engage business and personal travelers to participate in activities, interact with locals and immerse into the region’s heritage, nature, culture and character. She specializes in a multidisciplinary approach to assist travel and visitor organizations to conduct a baseline Tourism inventory assessment to analyze the potential for a destination. Well-balanced strategic plans are developed, often combining resources in a partnership of community, business and local talent.

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To market targeted tourism, Jan examines social stratification of potential visitors to customize the destinations’ narrative to inspire a vast array of multi-generational travelers. She is versed in using technology for travel planning and experiential videos. Even when travelling off the grid –visitors want to stay connected for the “Instagram Effect” – especially through social media.

Jan consistently gained national recognition for the development of intricate win-win regional promotional partnerships with marketing departments of entertainment venues: NFL Carolina Panthers, NBA Charlotte Hornets, NASCAR Charlotte Motor Speedway, NHL Carolina Hurricanes, Carowinds and Hershey Park Theme Parks and Carolina Renaissance Faire working with Paramount Studios, 20th Century Fox, Warner Brothers and Walt Disney to promote films.

She was engaged in top NC cultural tourist attractions, Carolinas Aviation Museum and Levine Museum of the New South. Jan has collaborated with projects utilizing NC Commerce Small Town Main Street and NC Rural Center STEP programs and processes to embrace Small town values, historic character, scenic beauty and creative placemaking initiatives as an integral part the development and growth process.

Jan has earned dual Masters Degrees in Marketing and Tourism. Her thesis “Leisure Behavior of Couples in the Transitional Stage of the Family Life Cycle”, researched couples aged 45-60 and analyzed their selection process and reasons to participate in home-based, community/civic, social spectator and active sports. Choices were often dependant on their needs to socialize, achieve, make a difference, benefit society and add to knowledge or skills. This significant category of leisure consumers had more free time, disposable income and willingness to try new activities while still in good health and active. The study was purchased by the North Carolina Division of Tourism for providers of leisure activities to obtain a better profile of the users in each activity category in a market segment that is now one of the largest groups of tourism consumers.


Daniel Bellot

Daniel Bellot

Economics / Market Research / Analytics

Daniel Bellot is a graduate of UNCC with a B.S. in Economics, having broad experience in real estate. This includes experience in commercial and residential property management, having worked as a field agent for strategic property management firms represented in several markets throughout the southeast. Daniel brings market research, economic analytics, customer relations and asset management skills to the team.

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Daniel’s role at Rose and Associates includes market-based analysis, real estate strategy and asset management. His skills include GIS-based analytics, research and creative solutions for clients by combining data and visual graphics. He is an associate member of the Young Leaders group of the Urban Land Institute (Charlotte District Council), as well as a member of the Lake Norman Chamber of Commerce.