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Portfolio

At Rose & Associates, we work in partnership with public, private and institutional clients, providing a wide range of tools for creating long-term success in projects, developments, and communities. In more than 400 projects and 130 communities from Connecticut to Georgia, our proven methods continue to produce positive change and profitability.


Featured Project: The Community Wellness Project
community-wellness-project

In our efforts to help local communities understand and market their strengths, assets and opportunities, our team wanted to take a holistic approach, to include all facets of a community in such a way as to communicate what is like to visit, work and live there. Thus, the Community Wellness project was born.

Our pilot project was a 2.5 minute video produced in partnership with Lancer Entertainment for the Town of Davidson, a client and where Rose Associates is located. It is dedicated to retiring Town Manager, Leamon Brice, whose 25 years with the town demonstrates the project’s motto: “Great places take great people, great vision and great leadership”. In the age of social media, viral video and web-based marketing, it is intended to be timeless, versatile, and a three dimensional brochure of a community.

Watch the Video


Samples of our Public, Private and Institutional Projects

Public: Wingate, NC: Downtown Market Analysis and Strategic Development Plan

Public: Wingate, NC: Downtown Market Analysis and Strategic Development Plan

Challenge

Develop alternatives and concepts for Main Street development after prior plans and studies along Highway 74 failed to yield any public or private investment.

Result

Following Rose’s work, the town funded a municipal project which was the catalyst to private investment for Main Street revitalization and development.

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Public: Germantown, TN: Economic Development Strategic Plan and Implementation

Public: Germantown, TN: Economic Development Strategic Plan and Implementation

Challenge

Phase I: Conduct the needed market analysis to inform a town center plan.
Phase II: Create a city-wide economic development strategic plan which identifies five nodes for economic development and provides planning, policies and programs for a sustainable town center model.

Result

Rose’s partnership with City staff, elected officials, key stakeholders and public-private partners has resulted in over $90 million dollars of private investment and development.

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Private: Winston-Salem, NC: Iron Point Partners Asset Business Plan and Implementation

Private: Winston-Salem, NC: Iron Point Partners Asset Business Plan and Implementation

Challenge

Develop and implement an asset business plan for a failed loan portfolio including 9 industrial buildings, including repositioning of the properties, management and marketing strategies, and the disposition of stabilized assets.

Result

Substantial improvement in portfolio performance yield and a return of over $7 million dollars in equity.

Private: Davidson, NC: South Main Street Revitalization and South Main Square

Private: Davidson, NC: South Main Street Revitalization and South Main Square

Challenge

Develop and implement a plan to revitalize an aging property including 11 buildings on 7 acres.

Result

Principal investor and consultant to the project, Rose & Associates created a mixed-use development, including a business center and incubator, which resulted in additional tax value of $8.5 million dollars.

Institutional: Davidson County Community College: Campus Development Strategic Plan

Institutional: Davidson County Community College: Campus Development Strategic Plan

Challenge

Working in partnership with the DCCC President, Foundation staff and key stakeholders, create a comprehensive campus development plan that takes into account an adjacent future LINK Campus and a proposed US29/70 Interchange Road Improvement Project.

Result

A comprehensive summary market/economic analysis and framework plan that reflects a broad consensus and achievable financial objectives.

Institutional: Catholic Diocese of Charleston, SC: Strategic Framework for Diocesan Real Estate and Organizational Change

Institutional: Catholic Diocese of Charleston, SC: Strategic Framework for Diocesan Real Estate and Organizational Change

Challenge

Review the organization and portfolio of real estate assets for a large Catholic Diocese

Result

A framework for best practices and long-term strategic planning.

On this project, Kathleen Rose served on a Counselors of Real Estate Consulting Corps volunteer team that included real estate professionals from the United States and Canada.