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FY16JULY, 2015 TO JUNE, 2016 - 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 16 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

http://charlotte.uli.org

U L I C H A R L O T T E F Y 16 A N N U A L R E P O R T | 3

FY16 Highlights

As I write this letter, my successor as ULI Charlotte Chair, Rob Cochran, has taken the reins. Looking back, I am so proud of the way our District Council has grown and thrived. I think about how our volunteers and members have delivered impactful programming, reached the community with discussions about challenging subjects, and assisted in preparing the future leaders in our community. They are the real reason for our success. As chair, I was 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 and community building.

Some of the highlights for the past year include:• Unbelievable support by our sponsors to further the ULI mission (see page 12).• Program quality, growth, and attendance.• Impact through discussions and engagement locally, regionally and nationally.• ULI members embracing the ULI mission and thinking creatively to consider

solutions to land use challenges.

Our membership is stronger than ever before. Our District Council is recognized nationwide as one of the top performing Councils and there is so much promise on our horizon.

Your ULI Charlotte leadership is planning even more for this next year. I urge you, if you aren’t already involved to participate in the events to be a part of the conversation and to embody the ULI mission.

Best Regards,

Ron Kimble2014-2016 District Council Chair

Letter from the Chair

4 | U L I C H A R L O T T E F Y 16 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

Chair of Mission AdvancementRob CochranCushman & Wakefield

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



Immediate Past ChairTracy DodsonLincoln Harris

TreasurerDan WarrenElliott Davis Decosimo

Sponsorship ChairMike OrtlipGrandbridge Real Estate Capital

Membership ChairAmy Sullivan-HicksECS Carolinas

Programs ChairFrank WarrenHelen Adams Realty

Young Leader Group ChairJared LondryCushman & Wakefield


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

FY16 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

http://charlotte.uli.org/event/2014-carolinas-meeting-on-january-23-24-2014-in-charlotte-nc/




Immediate Past ChairTracy DodsonLincoln Harris

TreasurerDan WarrenElliott Davis Decosimo

Sponsorship Committee ChairMike OrtlipGrandbridge Real Estate Capital

Membership Committee ChairAmy Sullivan-HicksECS Carolinas

Programs Committee ChairFrank WarrenHelen Adams Realty

Regional DevelopmentCommittee ChairHal KempsenCBRE

TAPS Committee ChairAlysia OsborneCharlotte Center City Partners

Academic DevelopmentCommittee ChairDanny PleasantCity of Charlotte

Young Leaders Committee ChairJared LondryCushman & Wakefield

Communications Committee ChairJenn StuartHolder Construction

Women’s Leadership Initiative Committee ChairBridget GrantMoore & Van Allen

At-Large MembersBird AndersonWells Fargo

Kyle BaughKimley-Horn and Associates, Inc.

Jeff BrownMoore Van Allen PLLC

Dave ChandlerFaison

Martin FahselBB&T

Jim GambleBohler Engineering

Jeff HarrisLennar Multifamily Communities

Chris HermanNorthwood Ravin, LLC

Cristi LewisCohnReznick

Jonathan McLesterGreerWalker

Elizabeth McMillanCrescent Communities

Alyson MetcalfeUNC Charlotte Childress Klein Center for Real Estate

Phil PayneGinkgo Residential

Jim ProsserCentralina Council of Governments

Patrick RidingerTroutman Sanders

Greg RossGrant Thornton

Mike Tomlinson(Formerly) K & L Gates, LLP

Susan VercauterenBank of America Merrill Lynch


Advisory Board

FY16 Leadership continued


Throughout the year, ULI Charlotte programming evolved 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• ULI Fall Meeting Review• ULI Spring Meeting Review• Executive Leadership Series with Ron Terwilliger• New Member Orientations• Public Sector Education: Planning for Walkable

Communities

Symposiums• The Next Generation of Our Community• Trends In Real Estate: Emerging Trends• Real Estate Finance 2016: Trends, Opportunities

and Challenges• The Changing Workplace*

CoffeeTalks• Renaissance West Community Initiative*• Cross Charlotte Trail*• Construction Concerns – What Keeps You Up at

Night?*• What’s Next for CATS?*• The Next Frontier: Charlotte’s Growing Airport

Market*

Women’s Leadership Initiative• Career Development: Seducing the Boys Club*• Career Development: Habitat for Humanity’s

Women Build *• Career Development: Discovering the Rail Trail*• Symposium: Personal and Professional Resiliency*

Young Leaders Group• YLG Mobile Workshop - Innovation Park*• YLG Mobile Workshop - Movement Center*• YLG Mobile Workshop - 1616 Camden*• YLG Mobile Workshop - Savona Mill*

Regional District Council Events• Third Annual ULI Carolinas’ Meeting | The

Emergence of the 18-hour City• Regional Initiative Councils Rethinking Southern Cities Carolinas Trends Council Young Leaders Council

FY16 Content

Topics during the year included:

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



METRICSFY16 ImpactULI’s mission touches a large array of issues, topics and factors that influence 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 FY16, ULI Charlotte touched our community in with:

• Impact on Economic Development, Community Development, Mobility and Neighborhood Relations As part of the Advisory Service Panel, ULI brought a national panel of experts to discuss key challenges in the South Park area. March 13-18, 2016 ULI Member panelists (from outside the Charlotte region) convened to meet with business owners, real estate professionals and the community. The panel focus areas included economic development (supporting the growth and evolution of this suburban activity center as a desirable place for investment), community design (shaping the transition of this activity center from a suburban place (auto-oriented) to a walkable mixed use place (pedestrian-oriented), mobility (providing a balanced approach to mobility that creates viable choices and encourages walking, cycling and public transit), and neighborhood relationship (protecting and strengthening the surrounding neighborhoods as valuable places to live on the edge of a vibrant activity center). The final report is available at https://goo.gl/hrEtIi.

• Impact on the Real Estate Profession Since 2014, ULI Charlotte, ULI Triangle and ULI South Carolina have partnered to host the Carolinas’ Meeting and Regional Initiative Councils (RICs). These events bring together members from across the Carolinas to hear luminaries like former U.S. Department of Housing and Urban Development Secretary Henry Cisneros and to dive deep on critical topics like gentrification and leadership. The Third Annual Meeting hosted more than 600 attendees and spurred collaboration on land use challenges inherent in these 18-hour cities and the three RICs gathered over 100 members in Raleigh and Durham during FY16. View a summary of the meeting at https://goo.gl/Cg8sLV and get more information about RICs at https://goo.gl/71jKx6

• Impact on Housing and Community Building The Women’s Leadership Initiative (WLI) supported the 25th Annual Women’s Build. ULI Charlotte participated in an Adopt-a-Day as part of the Habitat for Humanity’s Women Build. During 2016, four homes in the Charlotte area were built by women only. ULI did our part on June 16 as we endured hot temperatures installing trim work, building fences, and preparing a house for its new owners. Find out more at https://goo.gl/Hh58MW.



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

• Victor Agusta Jr., Bellwether Enterprise, Raleigh, NC• John Alschuler, HR&A Advisors, New York, NY• Alan Aschenbrenner, Cambridge Holdings, Charlotte,

NC• Audie Barefoot, Fonville Morisey & Barefoot,

Raleigh, NC• Blake Berg, Wicker Park Capital Management,

Savannah, GA• Karl Blackley, Preston Development Company, Cary,

NC• Dawn Blobaum, Town of Davidson, Davidson, NC• Frank Blythe, Blythe Construction, Charlotte, NC• Bill Caldwell, EDENS, Bethesda, MD• Lynn Caldwell, Charlotte Food Innovation District,

Charlotte, NC• Sherrie Chaffin, Trinity Capital Advisors, Charlotte,

NC• Bob Chapman, TND Partners, Durham, NC• Adam Chechila, UNC Chapel Hill Kenan-Flagler

Business School , Chapel Hill, NC• Timothy Chun, Seoul Food Market, Charlotte, NC• Henry Cisneros, CityView, San Antonio, TX• Laura Y. Clark, Renaissance West Community

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

Hartford, CT• Vivian Coleman, City of Charlotte Department of

Transportation, Charlotte, NC• Jay Colvin, Metrostudy, Raleigh, NC• Dave Crabtree, LITTLE, Charlotte, NC• John Culbertson, Cardinal Real Estate Partners,

Charlotte, NC

• Michael Cunningham, Red Hat, Raleigh, NC• Thomas D’Alesandro IV, Blakefield, Wilmette, IL• Brian Dally, GroundFloor, Atlanta, GA• Trygg Danforth, UNC Chapel Hill Kenan-Flagler

Business School , Chapel Hill, NC• Lyle Darnall, EDENS, Columbia, SC• Dan Davis, Craft Tasting Room and Growler Shop,

Charlotte, NC• Todd DeLong, City of Charlotte, Neighborhood &

Business, Charlotte, NC• Ambrose Dittloff, Carocon Corporation, Charlotte, NC• Tracy Dodson, Lincoln Harris, Charlotte, NC• Ellen Dunham-Jones, Georgia Tech College of

Architecture, Atlanta, GA• Michael Eubanks, Blue Heron Asset Management,

Chapel Hill, NC• Art Fields, Faison Enterprises, Charlotte, NC• Timothy Fisher, UNC Chapel Hill Kenan-Flagler

Business School , Chapel Hill, NC• John Florian, The Florian Companies, Raleigh, NC• David Furman, Centro Cityworks, Charlotte, NC• Dan Gallagher, City of Charlotte, Charlotte, NC• Sonia Gantt, NBC Charlotte, Charlotte, NC• Erin Gillespie, Charlotte Center City Partners,

Charlotte, NC• Michael Goodmon, Capitol Broadcasting Company,

Raleigh, NC• Stuart Hair, Charlotte-Douglas International Airport,

Charlotte, NC• Mike Harrell, Beacon Development, Charlotte, NC• Johno Harris, Lincoln Harris, Charlotte, NC • Patricia Healy, Hyde Street Holdings, Raleigh, NC

FY16 Speakers


FY16 Speakers continued

• John Healy Jr., Hyde Street Holdings, Raleigh, NC• Darlene Heater, University City Partners, Charlotte,

NC• Andy Holland, SunTrust Bank, Cary, NC• Andrea Howard, JLL, Charlotte, NC• David Howard, Charlotte-Mecklenburg Housing

Partnership, Charlotte, NC• Livian Jones, Newland Communities, Charlotte, NC• David Jones, Troutman Sanders, Charlotte, NC• David Katkowski, Federal Bureau of Investigations,

Charlotte, NC• Ed Kitchen, Joseph M. Bryan Foundation of Greater

Greensboro, Greensboro, NC• Mary Beth Kuzmanovich, Colliers International,

Charlotte, NC• Brian Leary, Crescent Communities, Charlotte, NC• Christopher B. Leinberger, LOCUS, Charlotte, NC• Michael Lemanski, UNC School of Government ,

Chapel Hill, NC• Jack Levinson, Lat Purser & Associates, Charlotte,

NC• John M. Lewis, Jr., Charlotte Area Transit System,

Charlotte, NC• Jesse Lipson, Citrix, Raleigh, NC• Emil Malizia, UNC Chapel Hill, Chapel Hill, NC• Todd Mansfield, Crescent Communities, Charlotte,

NC• Joshua Martin, City of Charleston, Charleston, SC• Stephen McClure, Spectrum Properties, Charlotte,

NC• Jane McIntyre, United Way of the Central Carolinas

(retired), Charlotte, NC• Ellen Mendelsohn, ULI - The Urban Land Institute,

Washington, DC• Alaina Money, Garman Homes, Cary, NC

• Jon Morris, Beacon Partners, Charlotte, NC• Patrick Mumford, City of Charlotte Neighborhood &

Business Services• Dan Mummey, Clear Springs Development, Fort Mill,

SC• Dionne Nelson, Laurel Street Residential, Charlotte,

NC• John L. Nichols III, The Nichols Company, Charlotte,

NC• Michael J. Ortlip, Grandbridge Real Estate Capital,

Charlotte, NC• Thomas Osha, Wexford, Norfolk, VA• Steve Palmer, The Indigo Road, Charleston, SC• Peter A. Pappas, Pappas Properties, Charlotte, NC• David Park, Novant Health, Winston-Salem, NC• Phil Payne, Ginkgo Residential, Charlotte, NC• Anthony “Tony” Perez, Carolinas Heathcare System,

Charlotte, NC• Richard Petersheim, LandDesign, Charlotte, NC• Danny Pleasant, City of Charlotte Department of

Transportation, Charlotte, NC• John Porter, Charter Properties, Charlotte, NC• Stuart Proffitt, Proffitt Dixon Partners, Charlotte, NC• Lat W. Purser III, Lat Purser & Associates, Charlotte,

NC • Will Purvis, Liberty Healthcare Management,

Wilmington, NC• Eric Reichard, Rodgers Builders, Charlotte, NC• Ellen Rodgers, Bank of America Merrill Lynch,

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

Washington, DC• Scott Selig, Duke University, Durham, NC

1 0 | U L I C H A R L O T T E F Y 16 A N N U A L R E P O R T

• Steven Smith, Levine Properties, Charlotte, NC• Charles Teal, Saussy Burbank, Charlotte, NC• Eric Tomlinson, Wake Forest Innovation Quarter,

Winston-Salem, NC• Michael Tubridy, Crescent Communities, Charlotte,

NC• Jenny Vallimont, Crescent Communities, Charlotte,

NC• Tina Votaw, Charlotte Area Transit System,

Charlotte, NC• Adam Williams, Legacy Real Estate Advisors,

Charlotte, NC • Ted Williams, Charlotte Agenda, Charlotte, NC• Marcie Williams, Rivergate KW Management,

Charlotte, NC

FY16 Speakers continued

U L I C H A R L O T T E F Y 16 A N N U A L R E P O R T | 1 1

Bird Anderson, Wells Fargo Kyle Baugh, Kimley-Horn & AssociatesKristin Beamer, McKim & Creed Chris Briggs, Terracon Consultants, Inc.Jeff W. Brown, Moore & Van Allen PLLCA. Michael Burnett, Burnett Real Estate

Advisory Services, LLCDebra D. Campbell, City of CharlotteJeffery Cernuto, Princeton CommunitiesDavid B. Chandler, Faison & AssociatesDiana Coada, Rogers Townsend &

ThomasLee Cochran, Laurel Street Residential Rob A. Cochran, Cushman & WakefieldElizabeth Cooper, ECS Carolinas, LLPDave Crabtree, GenslerEmily Crandall, JLLBen Cuevas, The Housing PartnershipJoshua I. Davis, Grandbridge Real Estate

Capital, LLCMichael Davis, City of Charlotte DoTJennifer Deal, McAdamsTodd DeLong, AICP, City of CharlotteAmy Jo Denton, Benchmark CMR, IncAmbrose Dittloff, Carocon CorporationTracy Dodson, Lincoln HarrisNate Doolittle, LandDesignMark Ethridge, Bellwether Enterprise Real

Estate CapitalMartin Fahsel, BB&T Arthur W. Fields, Faison EnterprisesTami Singleton Fossum, Blue Ridge

CompaniesJim Gamble, Bohler EngineeringAmanda Gardner, New ForumPatricia Gordon, Bradley Arant Boult

CummingsMatt Grange, Ascension, Inc.Bridget Grant, Moore & Van Allen PLLCJoselyn Harriger, N.C. Department of

Environmental QualityJeffrey W. Harris, Lennar Multifamily

CommunitiesThomas B. Harris, T.B. Harris Jr. &

Associates, Inc.William Harris, K&L GatesDarlene Heater, University City PartnersChris Herman, Northwood RavinTobe Holmes, Charlotte Center City

Partners

Krista Hunter, Wells Fargo BankBrook Iosue, Humphreys & Partners

ArchitectsMichael Iosue, Jordan & Skala EngineersHunter Jackson, Grant Thornton, LLPFrances Kammeraad, Parker Poe Adams

& Bernstein, LLPHal Kempson, CBRERon Kimble, City of CharlotteChristina Langrall, Wells FargoCraig Lewis, StantecCristi Lewis, Cohn ReznickRoger Lewis, RetiredStephen T. Lineberger, Cline Design

AssociatesEmma Littlejohn, The Littlejohn GroupJared R. Londry, Cushman & WakefieldKeith MacVean, Moore & Van Allen PLLCDavid Malcolm, McAdamsKatie Maloomian, Crescent CommunitiesJonathan McLester, GreerWalkerElizabeth A. McMillian, Crescent

CommunitiesRon Messenger, Grant Thornton, LLPAlyson Metcalfe, UNC Charlotte Childress

Klein Center for Real EstateMark Miller, Lat Purser & AssociatesStefanie Mitchell, Parker Poe Adams &

BernsteinDan Moore, WalbridgeJason Moore, Rodgers Builders, Inc.Klint Mullis, Charlotte Center City

PartnersBart Murr, Insite Properties, LLCJeff Mylton, HomeTrust BankBrian T. Nicholson, Leon Capital GroupSayer Nixon, Winstead PCMichael J. Ortlip, Grandbridge Real

Estate Capital, LLCAlysia Osborne, Charlotte City Center

PartnersMike Owens, PulteGroupPeter A. Pappas, Pappas PropertiesPhil Payne, Ginkgo ResidentialRichard J. Petersheim, LandDesignChad Platt, Miller-Valentine GroupDanny Pleasant, City of Charlotte DoTJohn D. Porter, Charter Properties, Inc.E. Allen Prichard, K & L Gates, LLP

James Prosser, Centralina Council of Governments

Lat H. Purser, Lat Purser & AssociatesLat W. Purser III, Lat Purser & AssociatesDennis A. Richter, Solterra PartnersPatrick Ridinger, Troutman Sanders, LLPDan Robertson, UNC CharlotteEllen Rogers, Bank of America Merrill

LynchDavid H. Rosenthal, Millennium Real

Estate AdvisorsGreg Ross, Grant Thornton LLPAndrew Rosti, Grubb PropertiesCharlie Rulick, Miller-Valentine GroupMegan Shaw, Cohn ReznickJennifer M. Stanton, Ph.D, Retail

Advisory ServicesCheryl D. Steele, Horack TalleyDave Stewart, Northmarq CapitalJennifer Stuart, Holder Construction

CompanyAmy Sullivan-Hicks, ECS Carolinas, LLPMike Sullivan, Crescent CommunitiesRobyn Swayne, BB&TCharles E. Teal, Saussy Burbank, LLCJeff Titherington, Bank of America Merrill

LynchJohn Scott Trotter, Charter Properties,

Inc.Susan 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,

PLLCFrank Warren, Helen Adams RealtyChristopher J. Webb, Grandbridge Real

Estate Capital, LLCH. Thomas Webb III, Faison & AssociatesBrian F. Welch, ESP Associates, P.APam Wideman, City of Charlotte

Neighborhood & Business ServicesScott Wilkerson, Ginkgo ResidentialJames M. Williams, LS3P AssociatesMarcie Williams, Rivergate KW

Management

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.

FY16 Volunteers



EventAttendance

FY14 1606

FY13 1122

FY16 2519

Number ofMeetings

LeadershipSmall Group

General Program

11

31

10

7

10

1415

8

12

(52)(31) (35)

27

9

12

(48)

FY15 2159

SponsorshipDollars Raised

FY16 $260,760

FY13 $110,500

FY14 $138,225

FY15 $229,025

FY16 Metrics

FY16FY13 FY14 FY15

Expenses

Programs 44%

Membership 18%

Community Outreach 7%Communications 11%

Administrative 20%

$364,826

Revenue

Other 14%Membership 16%

Sponsorship 60%

Registration 10%

$436,867

Members by Type

0 100 200 300 400

Full

Associate

Student 607

686

517

504

500

FY13

FY14

FY15

FY16


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

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

FY16 Links & ResourcesResources to More Information

• 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• Women’s Leadership Initiative– https://goo.gl/qd8nS1 • Young Leaders Group – https://goo.gl/YBomCE

http://charlotte.uli.org

http://goo.gl/QJaxFm

http://goo.gl/6ffsxJ

http://goo.gl/sutMee

http://goo.gl/eavfbT

http://goo.gl/C3QV61

https://goo.gl/qd8nS1

https://goo.gl/YBomCE

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