ULI North Florida - Jacksonville Trends in Real Estate 2024 | ULI North Florida

When

2024-01-18
2024-01-18T13:00:00 - 2024-01-18T18:00:00
America/New_York

Where

San Jose Country Club 7529 San Jose Blvd. Jacksonville, FL 32217 United States

Times displayed in

Standard Pricing Until January 15	Members	Non-Members
All Types	$100.00	$135.00

View Event Attendees

THANK YOU TO EVERYONE WHO ATTENDED ULI'S 2024 EMERGING TRENDS EVENT

LINK TO EVENT PHOTOS

Program Agenda

1:00-2:15 PM - Opening Session: Major Projects Redefining Downtown Jacksonville

2:30-3:45 PM - Breakout Sessions

Insurance... You're Cancelled! The Cause & Effect on Commercial Real Estate
Today's Challenges in Construction
Redemptive Development: Jacksonville Leaders Discuss Creating Sustainable and Prosperous Communities

4:00-5:00 PM - Closing Session: ULI & PwC's Emerging Trends 2024 Outlook

5:00-6:00 PM - Cocktail & Networking Reception

San Jose Country Club 7529 San Jose Blvd. Jacksonville, FL 32217 United States

view map Will open in a new window

Speakers

Chuck DiRocco is currently the Director of Real Estate Research at PwC and is based in Washington, DC, where his focus is on Emerging Trends in Real Estate covering the U.S., Europe, and Asia. In addition, he is an author and manager of various internal and external articles and data analyses on economics and commercial real estate. He also continues to be an industry speaker, providing numerous presentations for media and at conferences, webinars, and seminars. Mr. DiRocco has over 20 years of experience in the public and private real estate industry. Before working with PwC, Mr. DiRocco was the Managing Director of Client Services and Thought Leadership for Ankura. Mr. DiRocco's role there revolved around client relationships with private institutional equity and direct lending clientele, including global investment banks, insurance companies, pension funds, and various asset lenders and owners. Before Ankura, he served as the Director of Research at Altus Group. He created and produced The Real Confidence Executive Survey, Young Professional Survey, The University Challenge, and The Yardstick. In addition, Mr. DiRocco was the Vice President of Research for the National Association of Real Estate Investment Trusts (NAREIT). Mr. DiRocco's education includes a B.S. degree in Finance and an M.B.A. from The Johns Hopkins University with a concentration in Finance and investments. Also, he is an active member of the Urban Land Institute, a Homer Hoyt Fellow, a Counselor of Real Estate, a Certified Commercial Investment Member, and a Fellow of the Royal Institution of Chartered Surveyors.

View in Member Directory

Laura Phillips Edgecombe is the Principal, Downtown Public Spaces for the Jessie Bal duPont Fund, a Jacksonville-based private foundation that seeks to create communities of belonging for the people, institutions and communities that its founder Jessie Ball duPont knew and loved. She is an Executive on Loan to the City of Jacksonville, working with both the Department of Parks, Recreation and Community Services and the Downtown Investment Authority, with responsibility for facilitating the activation of Downtown public spaces for the benefit of all Jaxsons.

View in Member Directory

Lori Boyer is the Downtown Investment Authority (DIA) Chief Executive Officer. She began this role in July of 2019 following a career as a land use attorney, owner of a real estate development and property management company, and City Council member. Before her appointment to the DIA, Lori represented District 5 in Jacksonville’s City Council beginning in 2011 where she served two consecutive four-year terms and served as Council President in 2017. During her tenure on City Council, Lori served as chair of the Council’s Land Use and Zoning Committee and was named by the American Planning Association as the Florida Elected Official of the year. Her passions on City Council included transformation of Jacksonville’s extraordinary water assets into experiences that enhance quality of life and tourism, revitalizing Downtown, improving bicycle and pedestrian safety, and addressing the impacts of flooding and sea level rise all while guarding the financial stability of the City. Now at DIA, Lori is focused on increasing residential density, waterfront activation, enhanced streetscapes, and two-way street conversions to facilitate strong restaurant and retail corridors and neighborhood centers that energize the sidewalks and build communities within Downtown. In 2019, she was named ULI of North Florida’s District Council Visionary Leader due to her many years of service to the Jacksonville community and her dedication to making Downtown a great place to live, work, visit and invest.

View in Member Directory

Bryan Moll is the CEO of Gateway Jax in Jacksonville, a local real estate investment and development company. Bryan has 20 years of real estate development experience across multiple asset classes, specializing in large-scale, mixed-use projects. He has entitled, designed, capitalized and/or constructed over $6 billion in stabilized value in multiple jurisdictions, including in Jacksonville, FL, Tampa, FL, and Washington, DC metro areas. Gateway Jax is an investor, developer, and operator of a portfolio of mixed-use properties owned by a private equity fund it manages in Jacksonville, FL. The company focuses investment in high-growth urban submarkets with a focus on developing dynamic and vibrant projects in walkable, mixed-use environments. Its current portfolio includes a future development pipeline of over 4,000 residential units and 500,000 square feet of retail, office, hotel, and entertainment uses. Prior to Gateway Jax, Bryan was an Executive Vice President for JBG Smith where he led a team overseeing numerous mixed-use development projects in the Washington, DC area. He was primarily focused on National Landing in Arlington County, VA, adjacent to Amazon’s HQ2. When fully built out, JBG Smith’s portfolio in National Landing will include over 5,000 multifamily units, 200,000 square feet of retail and more than 500,000 square feet of trophy, class-A office space. Prior to JBG Smith, Bryan was the Executive Vice President for SPP in Tampa, FL. SPP is the owner and developer of Water Street Tampa, a $3.5 billion development in downtown Tampa. Bryan assembled and managed a team responsible for the entitlement, design, capitalization, and construction of its first phase, including 1,325 units in four buildings, 360,000 square feet of trophy office space, 175,000 square feet of retail, restaurant, and amenity space, and 800, 4- and 5-star hotel keys in two separately flagged buildings. Bryan received his bachelor's degree in Planning and Environmental Design at the University of Colorado in Boulder, and he remains an avid Buffs fan. He and his husband, Matt, have been married for over 7 years. Together they reside with their dog Bailey, whom they rescued 10 years ago. Bryan and Matt actively support Feeding America programs, along with Habitat for Humanity and other local community programs focused on improving people’s lives via the built environment.

View in Member Directory

View in Member Directory

With 14 years of experience working in Northeast Florida, Billy provides high-quality, hands-on program planning and management services. His expertise includes strong analytical and organizational abilities, building long-lasting relationships, and project management. Billy is a graduate of the University of Central Florida, with a degree in International Relations and a focus on Ecology. He is also Co-Founder and Vice President of Keepers of the Coast, a non-profit organization seeking to create an active community working towards maintaining St. Johns County's local environment. When he's not at work you can find him coaching girls basketball, surfing, on a bicycle, or spending time with his amazing family.

View in Member Directory

Travis Williams is a proud native of Jacksonville, FL, where he resides with his wife and their children. Currently, Travis is Chief Operations Officer for LIFT JAX, an initiative of leading business, philanthropic and community leaders working to revitalize the urban core and eradicate generational poverty in Jacksonville. This work is accomplished through strategic investments in projects ranging from redeveloping a neighborhood grocery store and facilitating mixed-income infill housing strategies to spearheading business corridor development and improving infrastructure of parks and greens spaces. This work is currently focused on the Historic Eastside community – a neighborhood his family has called home for nearly 100 years – which is one of the largest intact historically Black neighborhoods in the region. Travis brings his previous success in the private, public, and entrepreneurial sectors into this role to help shape and lead the organization. Travis strives to be a true community servant of Jacksonville through local board work and volunteering, primarily in areas focused on economic development, urban revitalization, and services benefiting the less privileged. His commitment to excellence and servant leadership presents him with many opportunities to advise on initiatives and projects throughout the city. Travis currently serves as the cochair of the Jax Chamber Lewis and White Business League Advisory Board, chair of Stanton Alumni Association board of directors, a board member for local non-profits Rethreaded, The Clara White Mission and The Potter’s House International Ministries, and co-chairs ULI of NE Florida’s DEI Committee. His service has also extended nationally, as he’s been called upon to help lead initiatives around Diversity and Inclusion in the financial services industry. Travis has received several recognitions for his leadership and service, among them the Young Alumni Achievement Award from the University of N. Florida and 40 under 40 by the Jacksonville Business Journal.

View in Member Directory

Shannon Nazworth is President and CEO of Ability Housing, a position she has held since 2003. Ability Housing is dedicated to building flourishing communities where everyone has a home. Its vision is a society where housing is a right, not a privilege, and all individuals have safe, affordable housing in vibrant communities. Nazworth brings more than 20 years of experience in the affordable housing sector. In addition to leading Ability Housing, Nazworth is Chair of the State of Florida Council on Homelessness, immediate past president of the Florida Supportive Housing Coalition, and was a gubernatorial appointee to both the Florida Affordable Housing Workgroup and Affordable Housing Study Commission. She also serves on the Chase Community Advisory Board, National Low Income Housing Coalition Policy Committee, and many other state and national organizations; most recently joining the Advisory Council of the Florida Chamber of Commerce Foundation’s Prosperity Initiative and the Enterprise Community Leadership Council. In 2020, she earned national recognition as Multifamily Executive Magazine’s “Executive of the Year.” Nazworth is a native of Massachusetts but has resided in Northeast Florida for over 20 years. She has a B.S. in Political Science, having graduated magna cum laude from Boston College; a Certificate in Executive Leadership from Harvard Business School; and a Certificate in Nonprofit Management from Duke University.

View in Member Directory

Dr. Irvin PeDro Cohen is the third executive director of LISC Jacksonville. Dr. Cohen brings over 15 years of experience in community development to LISC’s Jacksonville office with a track record of leadership in programmatic development to impact challenged communities. As executive director, Cohen will lead LISC's local staff and programs focused on catalyzing economic opportunity for local residents. Most recently, Dr. Cohen served for 6 years with Florida’s First Coast YMCA as the Vice President of Operations and Social Responsibility. Dr. Cohen led an effort that saw the construction and the development of the $ 4 million dollar Johnson YMCA Teen Center. Prior to that Dr. Cohen led the city’s efforts with the New Town Success Zone. Dr. Cohen is a Jacksonville, FL native graduating from Raines High School. He received his bachelor’s degree in Sociology from the University of North Florida, an MBA in Marketing from Pfeiffer University in Charlotte, NC and a Doctorate in Organizational Leadership and Non Profit Management from Nova Southeastern University in Fort Lauderdale. His research is largely centered on the social well-being (education, healthcare and economics) of low socioeconomic communities, particularly the role the African American church plays within that space. Currently he serves on the advisory boards of the University of North Florida’s School of Education, the University of Florida’s Clinical Translation Science and Vanderbilt University’s Recruitment Innovation Center and JASMY Inc. His memberships include: the Jacksonville Chapter NAACP, Kappa Alpha Psi Fraternity Incorporated Jacksonville Alumni Chapter and Leadership Jacksonville -- Class of 2014.

View in Member Directory

Kay Ehas, CEO Kay Ehas is CEO of Groundwork Jacksonville, the City of Jacksonville’s nonprofit partner in creating the 30-mile Emerald Trail and restoring McCoys Creek and Hogans Creek. Jacksonville is one of 21 Groundwork Trusts across the country focused on environmental equity, resilience, and stewardship, and transforming the natural and built environment in low-resource and climate-vulnerable communities. Since joining Groundwork in 2107, Kay has been relentless in pursuing Jacksonville’s long-held dream of a vibrant, connected urban core. She quickly went to work developing the Emerald Trail Master Plan which was adopted by the Jacksonville City Council in early 2019. Now, just four years later, 40% of the trail is in design, under construction, or built. Kay has 15 years of experience in local government, including as chief administrative officer for the Duval County Property Appraiser. She also has more than 11 years of private-sector human resources experience. From 2004 – 2015, Kay served on the Riverside Avondale Preservation (RAP) board including three years as Board president. Under Kay’s leadership, RAP created the Riverside Arts Market (RAM) and planted more than 1000 trees along neighborhood streets, among other accomplishments. Kay serves on the Blue Zones Jacksonville Built Environment Committee and was an Eve Award finalist in 2020. Kay came to Jacksonville as a Volunteer in Service to America (VISTA) where she worked with public housing tenant associations and a low-income senior citizens group. She earned a master’s degree in communication and graduated with distinction from the University of Florida. Kay earned a Bachelor of Arts degree in social welfare from Kutztown University of Pennsylvania.

View in Member Directory

Rebecca E. Williams is the Founder and Chief Executive Officer of Fruit of Barren Trees, LLC, a neighborhood revitalization firm. After seeing the floorboards break beneath her aunt’s feet, Rebecca realized she was just one degree removed from poverty and decided to dedicate her life’s work to transforming communities through development, revitalization, and investment strategies. As the founder she serves the organization by providing strategic planning, development, and execution for the company. Rebecca is also the founder of the FOBT Pipeline Inc. a 501c3 nonprofit founded to combat environmental injustice for overlooked and underfunded neighborhoods that have challenges rooted in resiliency, climate impacts, and disinvestment. The FOBT Organizational umbrella includes workforce development & training, housing development, and business technical support. FOBT’s services bring equal opportunity in the job market for construction management, engineering, and ESG sectors to uplift distressed neighborhoods by impacting heads of households with the skills to ensure significant increase in income and earning potential. Rebecca’s career spans 15 years in the finance industry holding positions at JPMorgan Chase and Fannie Mae. Her experience includes consulting, Urban Planning, and Real Estate Development. She has served in leadership capacities in the secondary mortgage market, and volunteering with aging in place housing solutions. She has a strong track record and awarded career of managing Risk Appetite for Capital Markets portfolios, Risk Assessments for the Trading Floor for MBS Securities and Treasury Funding Desk at Fannie Mae. This has allowed Rebecca to have unique insights on funding solutions to community development and beautification. She holds two Bachelor of Science degrees in International Studies and International Business from Bethune Cookman University, a Master of Public Administration with a concentration in Public Financial Management from American University in Washington D C; and is currently enrolled to complete a post baccalaureate certificate from Louisiana State University in Construction Management in 2023. Rebecca was born and raised in Jacksonville, FL and is committed to moving her generation forward in the city and across the United States without leaving any community behind.

View in Member Directory

Summer Vyne is a highly accomplished CEO and Founder of AnuVision Technologies Inc., a leading technology integration company specializing in audio/video design, implementation, and unified communications. With over 20 years of progressive experience in developing, implementing, and supporting a wide range of business goals and strategies, Summer has emerged as a tactical business innovator and leader. Before establishing AnuVision Technologies, Summer served as an Executive Leader at some of the top IT and A/V Technology Integrators in the country. Her extensive knowledge and expertise in the audiovisual industry has enabled her to lead and inspire a team of highly skilled professionals to deliver exceptional customer service and exceed client expectations. Under Summer's leadership, AnuVision Technologies has emerged as a leading player in the audiovisual integration industry, catering to the diverse needs of clients across various industries. Her commitment to innovation, excellence, and customer satisfaction has earned AnuVision Technologies a reputation for being a trusted partner in the audiovisual integration space.

View in Member Directory

Buck Smoak serves as Auld & White Constructors’ Director of Business Development. A third-generation Jacksonville contractor, Buck began working in the family business during his teen years. His 30 years of construction experience includes a vast array of projects, including surgery centers, auditoriums, and family restaurants. Buck maintains a Certified Building Contractor’s license for the State of Florida and is a graduate of Florida State University with a Bachelor of Science in Business Management.

View in Member Directory

As JEA’s procurement portfolio manager, Kenny Pearson leads a team of buyers and category specialists responsible for procuring services and goods for JEA’s electric department, from power generation to the electric meter. Kenny has been with JEA since 2018. Prior to JEA, he held procurement roles at Boeing and CSX. Kenny earned a master’s degree in Logistics and Supply Chain Management from Embry Riddle University, and a bachelor’s degree from University of Kentucky.

View in Member Directory

Paul Bertozzi is the Founder and CEO of Live Oak Contracting, a multifamily general contractor based in downtown Jacksonville. He received a BA in Economics from Auburn University and immediately began his career in the construction industry. To-date, Paul is a licensed general contractor in nine states. Since founding Live Oak Contracting in 2014, Paul has grown their portfolio to include projects up and down the East Coast from Florida to Maine. Live Oak Contracting’s mission statement is a true reflection of Paul’s goals for not only his company, but for his employees as well; building long-term relationships based on integrity. Under Paul’s leadership, Live Oak has successfully managed projects in an array of industries, including Market Rate, Tax Credit, HUD Multifamily, Mixed Use, Industrial, and Commercial. BUSINESS DEVELOPMENT Paul has grown Live Oak Contracting exponentially over recent years. In 2015, the company reported $7.5 million in revenue, growing to $96 million in revenue by 2018 and to $189 million in 2020. Paul drove these results through his example and management and led Live Oak Contracting to be recognized as one of Jacksonville’s top 50 fastest-growing companies by the Jacksonville Business Journal in 2017, 2019, 2020, and 2021. AWARDS AND RECOGNITIONS Paul’s management has elevated Live Oak Contracting to award-winning status. Categories of recognition include quality of work, commitment to employees, and overall growth rate. These awards include: 2017, 2019, 2020, 2021 Fast 50 from the Jacksonville Business Journal 2019 finalist for Coolest Office Space with the Jacksonville Business Journal 2019, 2020, 2021 Best Places to Work with the Jacksonville Business Journal 2019, 2020, 2021 Top 10 Largest General Contractors by Revenue with the Jacksonville Business Journal Ranked 34th on Inc 500’s Fastest Growing Companies in the Country in 2018 2018’s #1 Fastest-Growing Contracting Company from

View in Member Directory

Brian Crooke currently serves as a Commercial Relationship Manger in SouthState Banks First Coast Region. He came to SouthState in 2019, bringing with him a 20 plus year banking career that has touched a range of industry sectors, garnering him a wide array of professional experiences.  Since joining SouthState, Brian has placed an emphasis on supporting in market healthcare expansion through the financing of practice mergers and acquisition as well as the development and construction of medical office buildings and ambulatory surgery centers. Since 2020, Brian has had the privilege of financing over $75MM in new MOB and ASC construction, all of which have directly expanded provider capacity in Jacksonville and the surrounding counties.

View in Member Directory

Todd Bishop is responsible for the North Florida commercial insurance services office for McGriff, a Top 10 insurance broker. In this role, he collaborates with clients and the McGriff team to develop products, programs, and services to be utilized in meeting clients’ risk management objectives. Todd is a 23-year veteran of the insurance profession, beginning his career as a producer for Federated Mutual Insurance. He joined McGriff 2010 with expansion of the Jacksonville Insurance Services office for McGriff. Todd specializes in construction, captives, and large property insurance programs. During his 11 years in the industry prior to joining McGriff, Todd utilized his knowledge and innovative skills to bring a creative approach to meeting the risk management needs of his largest clients. Todd was instrumental in developing and implementing this strategy for client retention that led the company. He also developed nurmerous state and regional trade organization exclusive recommendations. Todd has been a consistent top performer at McGriff winning multiple awards while exceeding industry average client retention. Todd is married and has 3 boys, ages 14, 12, and 9.

View in Member Directory

View in Member Directory

View in Member Directory