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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 business woman 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.



Laurie Walker

Marketing and Business Development

Laurie joins the Rose team to provide marketing, business development and entrepreneurship expertise. She has a background in the Transportation Technologies industry as a Corporate Training Director for one of the largest community colleges in the country. She facilitated training initiatives for various industry partners such as the City of Charlotte, Caterpillar, Freightliner, General Motors, BMW, Honda as well as NASCAR teams. Laurie also led the design and building projects for an automotive and heavy equipment Technical Training Center, Fabrication Lab, Joe Hendrick Center for Automotive training and the Transportation Technologies Training Center for Collision Repair, Automotive, Diesel/Heavy Equipment and Motorsports.

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Through her experience in marketing and creating strategic partnerships Laurie Walker grew a small college division that served approximately 400 local students to one that attracted thousands of students and industry professionals from all over the US seeking advanced training certifications. Her college employer that serves 80,000 plus students honored Laurie with the “Innovator of the Year” award.
Laurie Walker has served on several boards including the International Association of General Motors Automotive Service Educational Programs, Lake Norman Chamber, Centralina Clean Fuels Coalition and in addition to her work with Rose, currently serves as Director for the Project for Innovation, Energy and Sustainability, a green business incubator focused on economic gardening.
Laurie holds a masters degree in Marketing and specializes in social media promotion.