Five major developments reshaping Charlotte

Writer: Andrea Teran

Downtown_CharlotteOctober 2025 — Charlotte’s commercial landscape continues to evolve as billions in real estate investment reshape key corridors. Uptown alone is seeing more than $5.4 billion in new development and reinvestment activity, according to Charlotte Center City Partners, including office towers, hospitality projects, and ground-floor retail. The region now has over 137.6 million square feet of office inventory, up from 102.5 million in the early 2000s. South End and NoDa remain among the Southeast’s most active submarkets, as demand continues for walkable, mixed-use neighborhoods anchored by housing, retail, and transit connectivity. Below is a closer look at five development projects set to make regional impact.

The River District — West Charlotte

Developed by Crescent Communities, The River District spans approximately 1,200 acres along the Catawba River in west Charlotte. Its master plan calls for about 2,300 single-family homes, 2,350 multifamily units, and up to 8 million square feet of commercial space. A 2acre working farm and a network of trails, parks, and preserved open space are integral to the design. 

The project has achieved recognition under the One Planet Living Leader framework, which is rare among U.S. developments. Over 500 acres will remain conserved, with flood zones, wetlands, and natural corridors incorporated into the layout. Among its first verticals, Crescent has broken ground on a 318-unit apartment complex, Novel River District.

Walmart Fulfillment Center — Kings Mountain

Walmart is committing approximately $300 million to establish a large fulfillment center in Kings Mountain, projected to occupy nearly 1.3 million square feet. It is slated to create over 300 jobs and is expected to open by 2027. 

The facility will sit at 799 Sara Lee Access Road in Kings Mountain. As part of the deal, state and local leadership approved incentives valued at nearly $3.7 million over 12 years. The site — a large existing industrial building delivered in 2023 — had been vacant and aimed at attracting a key user.

The Grove at Tega Cay — South of Charlotte / York County

Kinger Development Group and Charlotte Living Realty have broken ground on The Grove at Tega Cay, a $250 million mixed-use vision on 55 acres near SC Highway 160. The project includes 150 for-sale homes and townhomes, 225 apartments, and over 100,000 square feet of commercial space.

Construction is planned over five to seven years in three phases. The first phase will feature entertainment uses, townhomes, and green spaces. Later phases will add apartments, retail, restaurants, and office space. The design leans heavily on walkability and an envisioned “main street” experience.

Wegmans — Ballantyne

Wegmans has officially broken ground on its first Charlotte-area store, a 110,000-square-foot grocery and food market in the Ballantyne neighborhood. The store is expected to open in fall 2026 and will employ about 450 people. The site covers roughly 14 acres and includes parking for 650 vehicles.

Wegmans’ Charlotte location will replicate its signature format — including an expansive produce, seafood, bakery, and market café — with both indoor and outdoor seating. Because the Ballantyne store is about 10,000 sq ft larger than its nearby Triangle stores, it reflects a strong bet on regional demand.

Sorella at The Pass — NoDa

Atlanta-based Third & Urban has completed the first phase of Sorella, a 335-unit apartment community that anchors the larger $100 million mixed-use development at The Pass in NoDa. Located along Sugar Creek Road, steps from the Lynx Blue Line, the project includes a mix of studio to two-bedroom units with amenities such as co-working lounges, a rooftop terrace, and ground-floor retail.

Sorella is designed to support and expand the character of the surrounding neighborhood, while also meeting growing demand for transit-connected housing. The larger development will eventually include over 260,000 square feet of office and retail space, with additional restaurants and creative commercial tenants already announced.

Want more? Read the Invest: Charlotte report.

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Higher ed leaders are holding the line as enrollment cliff looms ahead

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Writer: Mirella Franzese

EducationOctober 2025 — American higher education is on the brink of a large tumble this year: the enrollment cliff. While the Class of 2025 represents the largest high school graduation cohort in U.S. history, future projections indicate a sharp decline in the number of graduates starting after Fall 2025.  

Fewer births during the recession years of 2007 and 2008 have led to a dwindling college-aged population in the United States. Enrollment across American degree-granting institutions is expected to plummet as a result.

The number of student matriculations has already been trending downwards over the past decade, dropping roughly 15% between 2010 and 2021, as per the Federal Reserve Bank of Philadelphia.

At the same time, colleges and universities have faced higher costs, increased pressure to lower tuition, funding cuts, and a dwindling pool of high school graduates; all of which have led to multiple closures across the nation. In fact, since 2016, more than 130 U.S.-based colleges and universities have closed or merged

Foothold states like New York, California, Pennsylvania, Massachusetts, and Illinois, known for their robust academic offerings, were hit especially hard, according to a report by financial modelling firm Synario

However, the anticipated drop-off in national enrollment will predominantly affect three major U.S. regions in the next two decades. The Northeast is projected to see a 17% decline in the number of high school graduates, while the Midwest and West are forecasted to experience a 16% and 20% decrease, respectively, according to the Western Interstate Commission for Higher Education (WICHE).

For many schools, the future is uncertain. Most will lack the necessary resources to innovate or enhance the student experience. The rest are likely to shutter, merge, or be acquired by larger institutions.  

To offset this dip, colleges and universities across the nation are planning ahead strategically. Here is what Brian McCloskey, interim president and CFO of Chestnut Hill College, Elizabeth MacLeod Walls, president of Washington & Jefferson College, Megan Coval, president of Butler County Community College, Glynis Fitzgerald, president of Alvernia University, and Mark McCormick, president of Middlesex College, shared about the crisis

Brian_McCloskey_Quote_StackMcCloskey: In higher ed, we talk about the enrollment cliff. It’s here in the fall of 2025 and the fall of 2026. You’re 18 years past the Great Recession of 2007-2009, when people had fewer children because of the situation with the recession. But we’ve positioned ourselves well. We’ve not had any types of restructuring or layoffs. As a matter of fact, the college is hiring nine new faculty members this year. Four are new positions, and five are replacements. We have invested as much in personnel and hiring more people in our enrollment management and admissions area as we do in technology. I don’t know how many other colleges can say that right now, but we’re proud of that…. (But) this is a very volatile landscape. We are a small private college, just as vulnerable as many, less than some. I see the challenges, the headwinds that are coming.

Elizabeth_MacLeod_Quote_StackWalls: Higher education faces broader challenges, including declining public trust and shrinking demographics. The impending enrollment cliff requires adaptability. Some institutions may struggle, but W&J is positioned to thrive by remaining relevant and responsive to market needs. Our strong enrollment trends reflect this, but we are not complacent. We continue highlighting our graduates’ successes to reinforce W&J’s value to southwestern Pennsylvania and Pittsburgh. Accessibility is also a priority. For example, our Rawnsley Scholarship program increased first-generation student enrollment from Washington County by 72% in just one year. This initiative has a generational impact, transforming families and the region. While we hope Pell remains intact, we are prepared to adapt by seeking donor support to ensure low-income students can still attend.

Megan_Coval_Quote_StackCoval: It’s an interesting, challenging, and uncertain time for higher education… We’re seeing the impact of the “enrollment cliff” here, with fewer high-school graduates. But I also think this is a moment of opportunity. With so many different types of institutions in our state, there’s a chance to think creatively and collaboratively about how we serve students going forward… Dual enrollment is one area where we’d love to grow, helping high-school students earn college credit. We also see real opportunity in micro-credentials — short-term skills that can build into certificates or associate degrees. It’s a way to meet the changing expectations of today’s learners while staying true to our mission.

Glynis_Fitzgerald_Quote_StackFitzgerald: We’re preparing for the widely discussed “enrollment cliff.” But we’ve been proactive, guided by our board and faculty, by expanding experiential learning and aligning closely with industry needs. We’ve secured nearly $70 million in public-private redevelopment funds and are fostering collaborations with other independent colleges. Just as you’ve seen consolidation in healthcare and banking, higher ed will likely follow suit. Collaboration and resource sharing will be key to long-term sustainability. Our commitment remains clear: providing high-impact, affordable, experiential education for our students.

Mark_McCormick_Quote_StackMcCormick: The challenge that every college and university is facing, particularly community colleges, is this so-called demographic cliff or enrollment cliff. In the United States, this June’s high school graduating class is projected to be the largest we are going to have for the foreseeable future. After June 2025, the number of high school students projected to graduate each year begins to decrease. Because the majority of students that nearly all community colleges serve are 18- to 20-year-olds, there will be fewer of those students to go around. On top of that, the same impact on enrollment is happening at the four-year colleges and universities, both public and private. In many cases, four-year institutions of higher education have grown less selective in their admissions practices, so there will inevitably be increased competition for a smaller number of 18-year-olds going forward. 

For the last several years, we have been preparing for this demographic shift in three ways. One way is that we have been much more intentional about our dual enrollment partnerships across the county, ensuring that as many high school students as possible have an opportunity to participate in dual enrollment by enrolling in a college course while still in high school. We have developed a more robust program where students at several high schools can now earn an associate degree before they finish high school. Last year, we had 10 of those students walk across the stage at commencement. This year, we have 55. 

We are also trying to target adult students who have earned some college credit but no degree, and have seen the number of students over 45 double in the past two years. Finally, we are also working closely with large employers in the county to promote opportunities for their employees to earn an associate degree, often with financial support from the employer.

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Spotlight On: Rudy Bazan, President, San Antonio Pipeliners Association

Rudy_Bazan_Spotlight_OnOctober 2025 — In an interview with Invest:, Rudy Bazan, president of the San Antonio Pipeliners Association, shared how San Antonio’s location makes it a key hub for Texas’ pipeline industry, especially amid rising energy demand from data centers. The association fosters talent through scholarships and YPO programs while championing safety, innovation, and community engagement. “We want to get the word out that our industry is essential, safe, and forward-thinking,” Bazan said.

What makes San Antonio a strategic location for your association and the midstream pipeline industry?

It comes down to location. San Antonio is centrally positioned, equidistant from the Permian Basin to the west, Corpus Christi to the south, and Houston to the east. Each of these areas plays a major role in Texas’ energy infrastructure.

Being able to access any of those markets within two to three hours makes San Antonio an ideal home base for pipeline companies and professionals.


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What trends or shifts are you seeing in the pipeline and energy sectors?

We’re seeing a significant uptick in interest from data centers, especially in Bexar County. Companies like Microsoft are building several large-scale centers here, but one of the main challenges is supplying them with power. CPS Energy has limitations and is telling some developers they may need to wait years for access to sufficient power.

As a result, many are turning to natural gas as an alternative, which is where we come in. We need to run connector lines from our main pipelines to these sites. That also involves air permitting and environmental compliance, especially when using generators. These changes are bringing new attention and opportunities to our sector.

How is the association partnering with other agencies to support development?

We’re developing relationships with agencies like CPS Energy and ERCOT through speaking engagements at our monthly luncheons to help our members plan for future infrastructure efforts. For example, powering data centers with natural gas, which is relatively new in our area; we’re in the early stages of planning and permitting.

Engineers and environmental specialists are helping us navigate the permitting process. Once the first data center is approved, I expect a domino effect where many more follow.

How is the association supporting workforce development and attracting new talent to the industry?

Talent development is a key priority for the San Antonio Pipeliners Association. We’re a networking organization, but our main focus is raising scholarship funds through events — golf tournaments, clay shoots, fishing trips — to support our purpose. We partner with UTSA, Texas A&M–San Antonio, Texas A&M–Kingsville, and Texas A&M–Corpus Christi to provide scholarships for students pursuing degrees in engineering and related fields. Our members recognize the aging workforce and the need to cultivate the next generation of skilled professionals.

What challenges are you seeing in terms of industry perception and public understanding?

Unfortunately, oil and gas often get a bad reputation in the public eye from advocacy groups and legacy media. What people don’t realize is that 99% of crude oil and gas transported through pipelines reaches its destination safely and without incident. Most people are near pipelines every day and don’t know it because nothing goes wrong. I spent 15 years as an environmental scientist, and I can say that pipelines are some of the safest and most environmentally friendly methods of transporting fuel compared to trucks or rail.

Another misconception is about the people in this industry. These individuals are deeply committed to safety and environmental stewardship. They work in highly regulated environments with strict safety standards and constantly look to improve operations.

How is the association approaching the integration of renewables and other energy sources?

One of our key industry supporters, Howard Energy, says it well: They want to be known not just as an oil and gas company, but as an energy company. That includes renewables.

We’re not opposed to renewable energy. We believe in a balanced approach. As battery and solar technologies improve, they’ll play a bigger role. In the meantime, natural gas is already being used to power AI and data centers. The key is balance — leveraging both traditional and renewable energy sources as they evolve.

That said, there’s a bit of frustration among long-time oil and gas professionals. Many feel underappreciated and misrepresented. They’ve worked hard to advance safety, environmental protection, and energy reliability. That message often gets lost.

What technological advancements are you seeing in pipeline safety and efficiency?

One of the most exciting developments is the use of fiber optics for pipeline monitoring. Operators now sit in command centers, tracking everything in real time. These systems can detect even the smallest gas leaks and pinpoint their location. They can tell when someone or something — even a rabbit or coyote — is on or near a pipeline.

How is the oil and gas industry giving back to the community in ways that are often overlooked?

One thing I wish more people knew is the generosity of the people in this industry. Every year, we hold a holiday toy drive for foster children in our community. We fill two U-Haul trucks with toys based on the generosity of the people in the oil and gas industry.

The oil and gas professionals — and their companies — go above and beyond to give back. These people have big hearts and are deeply committed to their communities. It’s a side of the industry that’s rarely seen but incredibly powerful.

What are your top priorities for the San Antonio Pipeliners Association over the next two to three years?

Our focus is on continued growth and messaging. We want to get the word out that our industry is essential, safe, and forward-thinking.

We’re also prioritizing recruitment, attracting smart, young talent. We’re expanding our young professionals (YPO) effort through mixers, mentorships, and educational outreach. We want to create a pipeline of future leaders and equip them with the knowledge and support they need to thrive.

What is your outlook for the San Antonio energy sector in the coming years?

This year feels like an adjustment period, especially with tariffs, regulatory changes, and broader market shifts. But we’re starting to see improvements.

We anticipate strong growth next year and the year after. Activity in the Eagle Ford Shale is picking up again, and the Permian Basin continues to perform well. We’re also seeing more investments in carbon capture and efficiency-focused technologies.

Overall, the outlook is positive. We have a strong supply and a forward-looking industry that’s constantly evolving.

Want more? Read the Invest: San Antonio report.

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Spotlight On: Wes Good, President & Chief Executive Officer, Kirksey Architecture

Wes_Good_Spotlight_OnOctober 2025 — Invest: spoke with Wes Good, president and chief executive officer of Kirksey Architecture, to discuss industry recognition and how that lends itself to client opportunities, the shift toward office environments that enhance engagement and flexibility, and major community-driven projects, including the Kids’ Meals facility expansion and the Houston Food Bank.

How do the Houston Business Journal Landmark Awards impact your firm’s reputation and future opportunities?

Our firm has built a strong reputation over the past 50 years, and these awards help reinforce that. Many clients choose to work with us because of our reputation and how we approach projects. On a broader scale, these awards validate the quality of our work year after year.


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What are some major milestones or standout projects from the past year?

One of my favorite projects is a small one with a huge impact:  Kids’ Meals, a nonprofit that feeds preschool-aged children who don’t have access to lunch programs. We designed a facility that will allow them to expand from feeding 6,000 kids a day to over 25,000. It’s opening this year.

We’ve also been working on a larger-scale version of that for the Houston Food Bank, which will have an even greater community impact. That project will start construction this year. Both projects make a real difference in the lives of people who need support, and that’s exciting for us.

 

Why is Houston an ideal market for your firm?

Houston has been growing for years, and that creates demand for new infrastructure. Schools need to expand, housing has to keep up, and corporate relocations drive office development. Growth fuels what we do as a firm.

Texas is experiencing similar trends, but Houston stands out because of its diverse economy. We have strong sectors in healthcare, science and technology, education, and corporate development. We’re also one of the most diverse cities in the country, if not the most. That diversity drives innovation and opportunity.

How are rising construction costs affecting client decision-making?

We tell everyone the same thing: if you’re thinking about building, do it now. Costs aren’t going down. They might slow in terms of how fast they increase, but they rarely drop.

What trends are shaping architectural design in Houston?

One of the most exciting trends we’re leading in is mass timber construction. Houston is embracing it more, and there’s growing curiosity around its benefits: sustainability, speed of construction, and the warmth of natural materials.

New manufacturing plants are being built closer to the South to take advantage of our region’s natural forests, like the Southern yellow pine in East Texas. That will make mass timber even more viable here.

We already have several mass timber projects completed or under construction, including an office building in Bridgeland, a restaurant that finished last year, and a student housing project at Rice University. We also designed the largest collegiate classroom building in the country at San Jacinto College, which was built using mass timber. There’s a lot of momentum in this space, and we’re excited to be at the forefront in Houston.

How is the conversation around bringing people back to the office evolving?

It’s not just about architecture. We can design incredible spaces that make people excited to come in, but the solution also has to be operational. One of the biggest things employees value now is access to leadership. That’s not something we can fully design; it requires leadership to buy in and be present. Office culture is a mix of physical space and how a company chooses to operate within it.

How is workplace culture shifting in response to hybrid work?

When the pandemic hit, remote work ramped up quickly. Then we saw a leveling off — technology didn’t continue evolving at the same rapid pace, and companies began reassessing their long-term office strategies. Beyond technology, companies are recognizing that the office needs to be more than just a place to work; it needs to support a variety of work styles. People aren’t doing the same thing all day; they need different environments for collaboration, focus, and casual interactions. Designing an office as an ecosystem of spaces that support those needs is a major trend right now.

What sectors are driving demand for your services, and where are you focusing future growth?

This year, we’re seeing more balance across different markets rather than one sector dominating. In previous years, collegiate projects were booming, and healthcare was expanding rapidly. Now, things have leveled out, and we’re seeing steady activity across multiple sectors. Growth last year was strong, but 2024 looks like a more stable year — not every year has to be about rapid expansion. Having a more measured pace allows us to manage projects effectively as we head into 2025.

For the past few years, there’s been constant talk of an impending recession, creating uncertainty in the market. Many businesses have been cautious, waiting to see how things play out. But looking at where we are now, I think we’ve navigated through a slowdown without it turning into a full recession. I expect to see new momentum toward the end of the year, especially in Texas and across the South. A lot of companies have been holding back on big projects, and we could be on the verge of another upswing.

How is Texas’ economy impacting business, especially with a new administration taking office?

Texas, and Houston in particular, is a business-driven city. People come here to do business, and companies move here to take advantage of the opportunities. While politics play a role in certain industries, Houston’s economy tends to keep moving forward regardless of what’s happening in Washington.

How is the competitive labor market affecting your firm’s ability to attract and retain top talent?

There is an intense competition for talent, and while recruiting is always a priority, things have stabilized compared to the past couple of years. We’re still looking for the best talent, especially new graduates and professionals moving from other states, but the firm-to-firm competition has cooled down.

Our strength is our culture. People love working here because of the projects we take on, our work-life balance, and the flexibility we offer. Remote work options and an engaging office environment help us retain top talent. While some turnover is inevitable, we don’t see people leaving just for the sake of switching firms.

How is technology, particularly AI, shaping your design processes and improving efficiency?

AI is another tool we’re actively exploring. Last year, we touched on AI’s potential, and it continues to be an area of focus. Right now, there are more software options available, and we’re testing different platforms to see how they can best integrate into our workflow. The key for us is not just using AI to make our jobs faster or easier but leveraging it to improve project outcomes — making buildings more efficient, sustainable, and user-friendly.

Another exciting area we’re focusing on is data. Every project we work on generates massive amounts of data, and we’re looking at ways to harness that information more effectively. AI plays a role here as well because the more data we collect and refine, the better our insights become. For example, if we analyze 100 past projects, we can identify patterns in space utilization, energy efficiency, or material waste. That knowledge can directly influence smarter, more effective designs. We’re already seeing a direct impact on our workflow. How we gather, record, and manage data is becoming just as important as the design itself. If the input is structured properly from the start, the output becomes much more powerful. We’re building that mindset into our operations so we can make smarter, data-driven decisions moving forward.

What are your top priorities for the next two to three years, and how will you ensure the firm remains a leader in the industry?

One of the biggest priorities is staying ahead of technological advancements. We want to continue refining how we use AI and data while staying agile in our approach. The only thing we know for certain is that things will continue to evolve, so we must be ready to adapt quickly. That means maintaining an open mindset, being able to pivot when needed, and making strategic decisions that keep us competitive in an ever-changing industry.

Want more? Read the Invest: Houston report.

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County leaders see opportunity rising across Southwestern Pennsylvania

Writer: Melis Turku Topa

ManufacturingOctober 2025 — Southwestern Pennsylvania is experiencing a fresh wave of investment momentum driven by manufacturing resurgence, energy availability, digital infrastructure upgrades, and regional collaboration.

Between 2007 and 2023, expansions in the 10-county Pittsburgh region generated nearly $16 billion in announced capital investment, representing 54.8% of all projects tracked by the Allegheny Conference. 

The region’s industrial sector is showing renewed momentum, with manufacturing employment and output growing steadily, boosted by advanced and precision manufacturing capabilities. Natural gas from the Marcellus and Utica shale plays continues to serve as a backbone of regional energy production and emerging needs such as data centers. 

Infrastructure investment is also scaling up. The 2025–2028 Statewide Transportation Improvement Program allocates $28.8 billion across Pennsylvania for highway, bridge, and transit projects. As for the state’s digital strategy, the Pennsylvania Broadband Development Authority (PBDA) is actively deploying fiber to underserved areas under its “Internet for All” plan. Across the state, wired broadband availability now reaches about 97.5% of residents.

Meanwhile, population stability, cost advantages, and workforce alignment continue to attract firms seeking alternatives to higher-cost metros. The median home price is around $259,000, falling below the national average. On the industrial side, CBRE reports an average asking rent of $8.67 per square foot in 2Q25, competitive with or below other major Midwest markets.

Invest: spoke with four county leaders in the Greater Pittsburgh region, whose perspectives shine light on why the region is winning projects now and where momentum is building next.

Jack_Manning_Quote_StackJack Manning, Commissioner, Beaver County

It’s an accumulation of emerging from the post-pandemic malaise and being well-positioned for significant incoming investment. The Shell cracker plant kept Beaver County alive and financially stable during the pandemic. Shell put Beaver County on the map, highlighting its features: the Ohio River, a strong industrial waterway; rail lines, the one of the largest rail yards east of the Mississippi; access to highways like the Pennsylvania Turnpike, and close proximity to an international airport. Now, we’re seeing investments from Europe and domestically materialize in Beaver County. Connectivity is crucial for investment. It’s as vital as electricity, water and sewer. We’re as good as anyone, and better than most, in broadband and connectivity, which is also setting us up for hyperscale and smaller scale Al data centers. Our proximity to the airport 15 minutes away and other places in downtown Pittsburgh, coupled with financial stability, low taxes, affordable housing, and some great educational institutions, collectively makes it a desirable location.

Sean_Kertes_Quote_StackSean Kertes, Commissioner, Westmoreland County

We are focused on evolutionary ideas, rather than revolutionary. We want to be strong, grow, and make the county a better place for everyone. Manufacturing has become the second largest employer in the county. We are seeing healthy growth in our industrial parks, and many manufacturers from all over the world are showing interest in the county. Residents cannot move to an area without internet anymore. Broadband is a key requirement today. It is a necessity. It has been a mindset change, more than anything else. There’s a clear regional shift taking place, Allegheny is becoming increasingly tech-driven, while Westmoreland is growing as a center for skilled manufacturing and trades.

Nick_Sherman_Quote_StackNick Sherman, Commissioner, Washington County

Washington County is blowing up, and as someone born and raised here, I’m very proud of the region. We are making sure we are holding the line on spending and not overextending ourselves, while still aggressively moving forward with economic development. We have no plans to raise taxes in the near future as we’re finding more revenue through oil and gas taxes. We have started video and audio live streaming to Facebook, which gives residents the ability to see what we are doing. We float on natural gas and have the ability to double production at a moment’s notice, including building new pipelines. We don’t have the electrical capacity that we once had, and microgrids are trying to pop up everywhere. We have the LNG here to power microgrids. Our county airport has a waiting list for private jets, which can attract people with capital and money to the county.

Leslie_Osche_Quote_StackLeslie Osche, Chairman, Board of Commissioners, Butler County

Continued growth along the corridor includes new housing and business developments. We have great access for logistics firms and freight across rail lines and roadways. Our quality of life continues to attract young families. Approximately $36 billion in GDP crosses that roadway annually. Giant Eagle relocated its corporate headquarters to Cranberry Townships, along with other key businesses.Our county airport was approved by the FAA for a control tower – the only one between Pittsburgh and State College. Butler County maintains the lowest property tax rates in the region. The county has more small- and midsized manufacturers than any other county in Pennsylvania. We have a lot of energy development here, and are seeing increased natural gas production. There is a particular interest in using that to power a future data center hub. The Southwest PA region had a $64 million Build Back Better grant that allowed us to launch training in AI, automation, and robotics.

Want more? Read the Invest: Pittsburgh report.

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Spotlight On: Angie Eger, Owner, TRE Construction

Angie_Eger_Spotlight_OnOctober 2025 — In an interview with Invest:, Angie Eger, owner of TRE Construction, said that strategic growth, talent development, and diversification have been key drivers of the company’s rapid success. “We went from just the two of us working out of our home office to a team of eight in the office and around 75 in the field,” said Eger.

What developments over the past year have impacted TRE Construction, and how have they shaped your business?

From an economic standpoint, the multifamily sector has had a big impact. We’ve completed several of those types of projects, and we’ve expanded significantly. We went from just two of us working out of our home office to a team of eight in the office and around 75 in the field. We’re a commercial union contractor and signatory with both the Carpenters Union and the Drywall Finishers Union.

In our first year, we hit about $2 million in revenue. Last year, that grew to $5.8 million, and this year we’re on track to reach $10 million. Because of this rapid growth and the opportunities we’ve taken on, we’ve had to strengthen our internal operations, building out the right field crews and hiring the right office staff. We’ve established departments for estimating, project management, business administration, and field operations. It’s been a lot of moving parts, but all necessary as we scale.

Additionally, we’re now doing more owner-direct work. We’ve been selected as an authorized builder for the Western Pennsylvania region by Federal Steel Systems to construct pre-engineered steel buildings, where we act as the general contractor.

In the past year, we’ve also branched into other service areas, including doors, frames, hardware, and commercial siding. We’re partnering with suppliers to become one of their key installers. This is especially valuable for our multifamily projects in Pittsburgh, which are often prevailing wage and union-required.

Recently, we completed two buildings in Oakland and continue to diversify while also focusing on specialized niche services that set us apart from the competition.

What factors have contributed to recent recognition and growth?

Being ranked was a big honor. I believe we were recognized in more than one category in the Pittsburgh Business Times. We’re very opportunity-driven, but we also know we have to bid on the right jobs and be extremely strategic so we can maintain sustainable, long-term growth.

We’re now competing with mid-sized subcontractors and even some of the top players in the region, companies that have been around for 75 to 80 years. One of our biggest priorities is making sure we have the right people in the right roles, both in the field and in the office, to keep growing successfully. What worked in 2023 won’t necessarily work in 2024 or 2025. Each stage of growth requires a new strategy.

How are you attracting and retaining skilled talent in Pittsburgh’s construction market?

Hiring for the office side has been a bit easier except when it comes to estimators. For that role, most of our hires have come through word-of-mouth, from either current employees or industry partners. Luckily, the right people were looking at the right time.

Estimating and project management were the two hardest departments to staff. While posting jobs online can help, what really made a difference was partnering with the Master Builders Association and the unions. The Carpenters Union, in particular, has been a core partner since day one and played a huge role in our success.

Also, my husband, who’s a co-owner, spent 15 years in the Carpenters Union and worked as a superintendent for the last eight. That gave us an advantage when it came to building strong field crews. He understands construction and has deep relationships with people in the field.

We let prospective hires know: we’re growing, and there’s a real career path here. A lot of companies stick you in one role and leave you there for years. We focus on career development, both through the union and internally, to help employees grow into roles like foreman or superintendent.

That mindset comes from our own backgrounds. I was an HR leader for 15 years and started my career at 19. I worked for large corporations and benefited from strong career development. The same goes for my husband. We know firsthand how important it is. If you invest in your people, the company grows stronger. That’s why we always say: teamwork makes the dream work. And if the company does well, so do the people in it.

What trends are you paying the most attention to, and how are you adapting?

Definitely multifamily continues to be a key focus. We follow what’s happening locally through sources like DevelopingPittsburgh and BreakingGround. Data centers are also expected to become a bigger opportunity in our region.

We’ve built our strategy around services that our competitors aren’t offering, finding niche areas we can dominate. This includes commercial work, healthcare, and federal contracts.

We’re WBE-certified, which has opened doors for us in federal work. For example, we completed a major nine-month project with the Naval Academy in the Washington D.C. area. While that wasn’t local, it was a huge success. Federal opportunities are also emerging here, and we’re ready to pursue them.

Healthcare is another big one. We’re currently working on UPMC Presbyterian Hospital in Oakland. We’ve also had success with schools like Carnegie Mellon University and the University of Pittsburgh, and even hospitality projects. For example, we worked at Nemacolin Resort for two years in a row on $1 million projects during our early years.

We’re also eyeing real estate-driven work like commercial siding for multifamily buildings, as I mentioned earlier. Other growth areas are upcoming data centers, power plants, and industries that we have already been working in.

But above all, what drives our business is delivering high-quality work and excellent client service. Our WBE certification is valuable, but we win jobs by proving our capabilities and staying adaptable to changing trends.

What are the biggest challenges you face as a young construction company, and where do you see the most opportunity?

The biggest challenge in commercial construction is cash flow as it takes a long time to get paid. Our payroll alone is around $100,000 per week. On top of that, we pay union fringe benefits and regular overhead, and we front all the materials on jobs. Suppliers expect payment in 30 to 45 days, but we often don’t get paid for 60 to 90 days. Some clients pay sooner, but not all.

When we started, banks didn’t want to work with us. We launched with a $100,000 business loan and tried to avoid large debt. Now we have a sizable business line of credit, but it took time to build that.

Even if you generate $10 million in revenue, profit margins in this industry are typically only 3% to 8% after overhead. That’s why choosing the right clients is so important — clients who will pay on time and allow us to sustain growth.

These challenges were especially tough in the beginning and will likely continue to show up in different ways as we grow. But some things have become easier: if your financials are strong and you deliver quality work, you get repeat business. You don’t have to hustle as hard to build brand awareness. Your relationship with your bank strengthens, and you build trust with accountants and other partners.

Now that we’re stabilizing at the $10 million to $12 million mark, our next step is planning for the next level. Our goal is to become a leading name in commercial interiors in Western PA and to keep growing in West Virginia, Washington D.C., and in other exterior markets we’ve entered. There will always be challenges, but often, those challenges become new opportunities.

How do you engage with the community, and why is that important to TRE?

Community is a huge part of our mission. We didn’t start TRE just to become wealthy, although yes, we did want to improve our lives. But our deeper goal is to make an impact. That includes our clients, our employees, and the communities where we build.

When we work on multifamily projects, we’re providing high-quality housing. When we do an office fit-out, we’re creating workspaces for businesses. Even though the demand for office space dipped post-COVID, it’s slowly picking up again.

Pittsburgh is a tight-knit city. A lot of people know each other, and word travels fast. We believe in giving back, whether it’s through sponsorships or partnerships, even with organizations we haven’t worked with directly.

The community is also important because not everyone understands what we’re building or why it matters. By aligning ourselves with people and organizations who do understand, we build stronger relationships — and in turn, a stronger company.

What are TRE’s top goals and priorities over the next two to three years?

Our focus is on continuing to build strong crews in the field and growing our internal team with the right talent. We’re currently working on standard operating procedures (SOPs) to create structure and consistency, which will allow us to take on larger jobs.

When we started, most of our projects were in the $250,000 to $500,000 range. Now, in the next two to three years, our goal is to grow to around $18 million to $20 million in revenue. That will require more talent, additional internal support, and continued diversification into our niche service offerings.

We don’t claim to do everything. We focus on the services we do well and deliver top-quality work. We’re also looking to expand our owner-direct work, rather than only working for general contractors.

Yes, there will be hurdles, but we’re also confident that more doors will open, especially with federal work in DC and new opportunities here locally. Our ultimate goal is to be one of the most well-known commercial interior subcontractors in Western PA, while continuing to grow in our other service areas.

Want more? Read the Invest: Pittsburgh report.

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Spotlight On: Tim Abell, CEO & President, Firstrust Bank

Tim_Abell_Spotlight_OnOctober 2025 — In an interview with Invest:, Tim Abell, CEO and president of Firstrust Bank, emphasized its unique position as a $5 billion, family-owned institution rooted in Philadelphia. “We pride ourselves on delivering personalized service,” Abell said. “At its core, Firstrust’s mission is about cultivating prosperity for customers, employees, and the community.”

What ongoing shifts in the banking sector have influenced Firstrust’s strategy, and how have you responded?

One of the most significant developments has been consolidation among community banks. The number has dropped — down from around 16,000 when I started to about 4,000 today — that only heightens the importance of our value proposition. At the same time, we face growing competition from fintechs, private credit groups, and even tax-exempt credit unions. These shifts encourage us to stay sharply focused on the strengths that set us apart. 

As the official bank of the Philadelphia Eagles and Philadelphia’s Hometown Bank, we’re uniquely positioned to attract strong talent while continuing to build long-term customer relationships through consistent, personalized service.


Join us at the Philadelphia 6th Edition Leadership Summit! This premier event brings together hundreds of Southeast Pennsylvania and South Jersey’s regional leaders to discuss the challenges and opportunities for businesses and investors. This year’s theme centers on the regional strengths of the eds and meds. Click here to learn more.


How does Philadelphia’s unique culture, economy, and growth trajectory support Firstrust’s vision and positioning?

Philadelphia is home for us, not just a city where we operate. The bank was founded here, in South Philadelphia, by our owner’s (Richard J. Green) grandfather, Samuel A. Green in 1934, and has been deeply connected to the community ever since. The region has a diverse economy: strong “eds and meds,” vibrant sports culture, and excellent transportation links that make it a great place to live, work, and grow. Major events like next year’s semiquincentennial celebration, the MLB All-Star Game and multiple FIFA World Cup matches, will only showcase the city further. I’m inspired by Mayor Cherelle L. Parker’s energy and her focus on housing, all of which reinforce our belief that Philadelphia remains a community with immense potential.

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How is Firstrust uniquely positioned to navigate today’s complex financial landscape?

Firstrust is over a $5 billion bank, and family-owned. That combination allows us to execute sophisticated financial transactions, like a $1 billion lending facility we syndicated last year for one of our customers, while retaining our unique culture and commitment to long-term relationships. We are driven by personal connection, long-term vision, and a strong culture, qualities that make our bank stand out in a complex and fluctuating financial landscape.

What services and sectors are you prioritizing for small- and midsized businesses, and how are you tailoring your operations to serve them better?

We’re placing a strong emphasis on digital products that make it easier and faster to do business with Firstrust. We’ve invested in tools that offer insights to help entrepreneurs manage their business such as seamlessly integrating customers’ data with their accounting systems. Business owners need a banker who knows the market, understands their needs, and answers the phone. We also connect clients with partners who can help them grow, and nothing satisfies us more than seeing our customers succeed. At its core, Firstrust’s mission is about cultivating prosperity for customers, employees, and the community. We show that by acting quickly, offering insights, and providing service with a human touch even as we build additional digital capabilities.

Are there specific sectors where you’re seeing strong growth or focusing your client development in the region?

Our construction lending team has always been a strength of our organization, and we continue to see robust growth. We handle financing for multifamily conversions, single-family developments and various commercial real estate projects. This real estate sector has tremendous opportunity, and our client base continues to expand. At the same time, our strength in business banking, including SBA and commercial lending, is growing. We’re attracting new talent, focusing on expertise, and investing in services to support these areas. In my first 20 years in banking, I worked at five institutions that later merged. Having now been with Firstrust for 21 years, I’ve seen the value of stable ownership and leadership. At Firstrust, being family-owned means we run the bank with a multi-year vision, which resonates with customers who appreciate our consistency. They know that when they call, they connect with someone who understands their business and the market, which is rare in today’s landscape.

What’s your approach to attracting and developing talent to support your strategic vision?

One clear strength of Firstrust is the stability and consistency of our executive leadership. We’ve been fortunate to retain leaders over the long term while also bringing in new professionals who expand our capabilities. We offer a meaningful career path which is a strong draw for talent, especially for people who are coming from public companies or banks that have merged.. We foster a strong culture, and we’re mindful about protecting it. We hire carefully, invest in our people, and make sure everyone has opportunities to grow, learn and build a strong career in a dynamic industry.

How are you leveraging technology and innovation to enhance efficiency and client service?

Digital transformation and AI are reshaping banking. We’re at the early stages, testing various AI-type initiatives to increase efficiency and improve customer experience. What I think is unique about Firstrust is our ability to blend innovation with personal service. We work with technology vendors to deliver advanced tools, like streamlined online account opening, spending insights, and software integrations that are especially valuable for entrepreneurs and businesses. Our investments let us share insights, speed decision-making, and simplify financial management for clients — all without sacrificing the personal touch that defines us.

In what ways is Firstrust engaging with the broader community, and how does that align with your business goals?

We support several longstanding community organizations. For instance, City Year benefits from our support in education and youth development, which contributes to long-term community strength. We partner with Variety — The Children’s Charity and the Eagles Autism Foundation, reflecting our commitment to broader social impact. Habitat for Humanity holds a special place for me — our partnership supports stable housing, which resonates deeply with our mission. The Green Family Foundation supports initiatives across education, food security, healthcare, safety, and more, reinforcing our focus on foundational community needs. We also engage with organizations like the African American Chamber of Commerce and the Enterprise Center to support entrepreneurship and inclusive economic growth. By embedding ourselves in the community, we build goodwill and trust that naturally support business opportunities.

What are your top priorities for the next two to three years, and what makes you optimistic about the future?

My outlook is optimistic. First, I believe Firstrust has exceptional talent, committed people who genuinely care about our customers and their success. We’re making smart investments in technology that enhance efficiency and client experience while maintaining a personal touch. Second, we’re exploring new geographic and niche market opportunities where we hold expertise. We want to grow these areas thoughtfully. Third, we plan to collaborate with fintechs and other innovators and leverage those partnerships for strategic expansion. All of this ties into our broader strategy, which is grounded in a long-term vision rather than short-term gains. Our culture, adaptability, and financial stability position us well for the years ahead. Being prepared for change is critical. Our industry is always evolving, and our owner, Richard J. Green, has instilled a forward-looking mindset. One of the most important lessons is that when challenges arise, whether in tech or the economy, firms that remain strong are those that are consistently there for their clients, and have strong capital, liquidity, and governance. For us, maintaining that financial conservatism while embracing innovation ensures we can support our customers and community through various economic cycles.

Want more? Read the Invest: Philadelphia report.

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Spotlight On: Kenneth Mitchell, Division Manager, New York Metro Commercial Banking, Popular Bank

Kenneth_Mitchell_Spotlight_OnOctober 2025 — Popular Bank’s Division Manager of New York Metro Commercial Banking Kenneth Mitchell sat down with Invest: to discuss how the bank’s relationship-driven, collaborative approach and geographically diversified commercial platform have empowered it to seize lending opportunities, manage interest-rate volatility, and drive sustainable growth.

What distinguishes Popular Bank in the Tri-State region in comparison to the broader banking landscape?

Popular Bank is the mainland U.S. subsidiary of Popular, Inc., a 132-year-old financial institution headquartered in Puerto Rico. We offer a wide range of commercial and retail banking products backed by our longstanding commitment to our customers and communities.

On the commercial side, we offer lending, depository services, and treasury management, meeting a wide range of the needs of our commercial clients. We have fostered great collaboration across all lines of business, including the commercial world and private banking. Popular Bank is a relationship-driven institution, with some of our client relationships going back more than 40 years. 

As a division manager of commercial banking in the New York Metro, I focus on commercial real estate, including multifamily, shelter financing, and construction opportunities in the tri-state area. We are heavily concentrated in metropolitan New York, where the housing market is resilient and strong. 

Another area of focus is the Middle Market, also sometimes known as C&I (commercial & industrial) lending. We define this part of the market as anything outside of healthcare and real estate, including, for example, owner-occupied real estate, manufacturing companies, or professional services providers such as law firms.   

Our healthcare division covers ambulatory centers, skilled nursing facilities, senior housing, and other asset classes that may fall under the category. We’ve grown this specialty business into a national platform, currently serving customers in 28 states. To further meet the needs of our healthcare customers, we expanded through the acquisition of a leasing company that specializes in healthcare equipment. 

How have commercial banking priorities in the New York–New Jersey region evolved over the past year?

Five years ago, when the world shut down, a lot of banks pulled away from lending. We also reduced the volume of lending we did, but maintained around $1 billion. That was a conscious effort to support our clients and help them with their capital needs. We ultimately benefited from banks sitting on the sidelines. We identified opportunities with clients that we had been looking to serve for years. It was a unique opportunity to step in and start building a relationship.  

Today’s higher interest rate environment has created challenges for clients, as it has become expensive to borrow. Nevertheless, we continue to see a steady flow of activity in part due to our longstanding client relationships. And it looks like a rate reduction is on the horizon, which will be good for our borrowers and should be good for us as well. 

In some ways, COVID forced our clients to take a closer look at their supply chains, and this is also true today, as they have not seen a material impact from the increased costs related to tariffs. There are certain supplies that can only come from other countries, so there is definitely inflationary pressure, but otherwise, they are pivoting nicely. 

Healthcare Financing continues to be a strong commercial segment for us. If you look at 2023 data, healthcare spend from GDP is approaching 18%. That is almost $5 trillion, and that number continues to grow year after year. There is no cyclicality in the healthcare business, as people will always need medical care. In addition, there is a growing demand for senior housing, and we are seeing a surge in that sector of the industry.  

How have interest rate fluctuations and economic uncertainty impacted your lending strategies and risk assessments?

As a bank, we see our commercial offering as our biggest differentiator. We operate branches in New York and New Jersey and are continuously assessing our strategy to win in the market. That is one of the reasons why we have reinvigorated our Middle Market and C&I spaces. We are looking to grow in those areas. We also have strong growth objectives in the healthcare segment. 

Our commercial real estate business is one of the sources of our strong reputation. We may not be the cheapest, but we are fair. It is an equitable client-banker relationship. We are always looking at our product suite, focusing on what makes the most sense for us, our clients, and our shareholders, as well as what best meets the demands of the market in totality. 

What are the biggest challenges Popular Bank is facing, and how are you addressing them?

Talent recruitment is always tough. It is challenging to identify a talented person and attract them. Popular Bank’s culture is second to none, and it has been instrumental in how we approach our clients, both externally and internally. We are a people-centric company with people at the center of progress. The resilience we have in this market has a lot to do with our culture. We are tuned in to how individuals will fit into our teams, and we always aim to maintain good synergy. 

Which customer shifts in habit have had a higher impact on your branch strategy, and how is Popular Bank planning to target the generational shift? 

We started Popular Direct, an online banking platform that aims to attract people who do not need a brick-and-mortar branch. Our physical branch footprint is a connection to the communities that we serve, including local businesses and economies. We serve a multigenerational customer base, which is why our omnichannel approach is key. It allows us to meet the customers where they are. 

For our commercial lines of business, such as healthcare, for example, we are hiring people in different geographic markets to strategically expand our platforms. 

Our “one bank approach” promotes collaboration across all lines of business. Bigger banks may have a lot of verticals, but our approach is much more collaborative and personalized. 

What are the top three priorities and business goals for Popular Bank over the next few years, and how do they align with the broader banking and financial landscape?

We are looking to diversify the overall portfolio for metro New York and grow it exponentially. One goal is to expand Middle-Market C&I to better complement investor real estate. When it comes to healthcare, we want to double that business in the coming years. We are also continuously looking for ways to improve operationally in all lines of business. In terms of talent, I love hiring people who bring unique perspectives because we all have our blind spots. 

Want more? Read the Invest: New Jersey report.

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Spotlight On: Nicole Hall, Administrator, Assembly CID

Nicole_Hall_Spotlight_OnOctober 2025 — In an interview with Focus:, Nicole Hall, administrator for the Assembly CID, discussed the transformative developments in both the West End and Assembly districts of Atlanta. She highlighted the long-awaited sale and redevelopment of the West End Mall as a major catalyst for growth, alongside the booming film industry at Assembly Studios. “The redevelopment, alongside the Lee + White development and the Beltline, is transforming the area,” Hall noted.

Reflecting on the past year, what would you identify as the most significant milestones for Downtown West Chester and the Business Improvement District?

Over the last year, the biggest accomplishment was the sale of the West End Mall, a process spanning five to seven years. This sale, with redevelopment now imminent, is a catalyst for Southwest Atlanta. The redevelopment, alongside the Lee + White development and the Beltline, is transforming the area. The mall, previously all commercial, will become mixed-use, introducing housing that can’t be part of the CID’s taxable portion. This shift will drive more business, boosting property values, which have already risen. The area near Metropolitan is also changing, revitalizing Southwest Atlanta along I-20.

For Assembly CID, the film studios in DeKalb have exploded. Located at Spaghetti Junction, the site saw little progress under its first developer. When Gray Media took over, development surged within two years, with studios opening and more shows filmed, gaining national attention. The CID focused on infrastructure, enabling hotels, housing, restaurants, and commercial growth. Assembly Studios is just part of the site, with more development planned. Working with Gray Media to build something unique from the ground up is exciting and unique to our CID.

How would you describe the business climate in the West End, particularly in terms of foot traffic, business growth and consumer spending?

We’re collaborating with partners to maintain the West End CID, enhancing sidewalks to boost foot traffic for businesses. With Mercedes-Benz Stadium, new hotels and restaurants, foot traffic has surged. Castleberry Hill, an artsy area adjacent to the stadium and part of the West End CID, sees heavy filming activity. The business climate, previously weakened by closures, is rebounding, especially with the 2026 FIFA World Cup preparations. For Assembly CID in Doraville, the isolated film studios are thriving, benefiting nearby Chamblee. Studio visitors frequent these cities for weekend activities, bolstering local commerce. To support this, food trucks are brought in, and more commercial construction, like hotels, is planned, creating a self-contained city. Currently, the studio is gated, but its workforce boosts Doraville and Chamblee’s economies.

In relation to that growth, which industries or sectors are experiencing the most momentum within the local business community?

In the West End CID, restaurants and retail are the most prominent businesses, particularly near downtown. The area’s unique draw lies in its diverse eateries, offering vegan, African, barbecue and more, attracting a wide crowd. Retail will likely continue to see the most growth due to the mall redevelopment. Some stores were shut down but relocated, as closing them would’ve harmed the community, where these are often the only stores available. Over five years, we’ve done surveys, and residents want quality stores with items they need, not necessarily big brands. The mall developers are listening to the community and business owners, thoughtfully choosing retail to supplement, not replace, small businesses. This will bring a good mix, including grocery and higher-end shopping we don’t have now. That’s the opportunity, and it’s going to be really good for the area.

How are you positioning the West End as a destination to attract interest from broader regional markets?

We’re working closely with the Beltline — not exactly the economic development arm, but like Invest Atlanta. Our community improvement district is smaller, but we have great partners. They offer programs for small businesses to be seen on a higher platform, attracting people. With the World Cup coming, it’s an opportunity for them to put their businesses out front, to draw folks to the West End and Castleberry Hill. It’s the West End CID, but we don’t want to forget Castleberry Hill is part of it, especially since it’s closer to Mercedes-Benz Stadium. Visitors will hit Castleberry Hill before the West End. The partnership with the city of Atlanta, the Atlanta Beltline, and Invest Atlanta is helping. They have a website and link for visitors to see these businesses. The diversity in this African-American community is an attraction, offering a unique mix you might not get elsewhere. We’re working with these partners to lift up those businesses right now.

What are some of the main challenges facing the region and the business community?

The West End Merchants Coalition surveyed small businesses to understand their needs. A key challenge is finding and retaining qualified staff, with high turnover in restaurants and retail. Public safety is another concern, including loitering by unhoused individuals and increased theft in stores. The CID supports businesses with security patrols to assist existing store security and improves landscaping to deter crime. Small businesses face general challenges, but some, like Slutty Vegan, a well-known vegan spot that started in the West End/West View area and expanded to New York, thrive as destinations. Other businesses are still finding their footing. With the World Cup approaching, businesses are preparing to capitalize on the opportunity. Partners are providing extra support, and meetings are underway to discuss whether businesses will stay in their locations or vend near Mercedes-Benz Stadium. These efforts aim to help businesses overcome challenges and take advantage of the upcoming boost from the World Cup.

What is your outlook for the Assembly CID and the region as the World Cup approaches?

I believe this is a truly pivotal moment for both CIDs. The timing for the West End, with the mall, is somewhat unfortunate as it will be under construction and not open for the World Cup, limiting activity there. However, both areas are experiencing significant development. Over the next two to four years, we anticipate substantial transformations in both areas, making this an exciting time for us and for the communities involved.

Want more? Read the Focus: Atlanta report.

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Spotlight On: Kevin Beiner, Chief Operating Officer-elect, Northwell Health

Kevin_Beiner_Spotlight_OnOctober 2025 — Kevin Beiner, chief operating officer-elect of Northwell Health, spoke with Invest: about bringing world-class healthcare into new communities. “It is our job to make the big feel small. Patients and their physicians don’t need to experience the magnitude of large systems, they just want to receive great care,” Beiner said.

What are your top priorities as you step into your new role, and how do you plan to balance continuity with innovation?

No matter what, we have to maintain a focus on providing great care to our patients. With this new role, my first priority is to navigate the transition. The current CEO and COO and other senior leaders are retiring. We are in the final stages of putting together the new team, mostly an internal group, and ensuring everybody is organized, rowing in the same direction, and able to take the organization to the next level. Our second priority is converting electronic medical records, a fairly comprehensive, consuming transformation. While it may seem like a tech initiative, it is actually an operational change. We are changing our workflows and improving the physician-patient experience. Lastly, we recently acquired seven new hospitals in Upstate New York and Connecticut. The work of merging those facilities is a meticulous, methodical, and slow process.

How do you maintain or improve operational efficiency without sacrificing patient quality of care?

We continue to grow and like to expand into new communities and fill clinical gaps. We are very big and, if we are successful, we take the value of our size to export our high quality care. We have great thought leadership in our organization and can standardize care across that continuum. At the same time, we like to be locally adept. It is our job to make the big feel small. Patients and their physicians don’t need to experience the magnitude of large systems, they just want to receive great care.

How do you envision integrating new technologies into Northwell’s operations to improve patient outcomes?

Digital transformation is front and center. To some extent, it is the basics like redoing electronic medical records. We are working with Salesforce to provide a better patient and physician access experience. We have very innovative physicians and professionals across Northwell who push us to gain traction in the areas of AI. We are being thoughtful and careful. We want to ensure we are responsible with the use of technology and are doing it in a way in which our physicians are comfortable.

In your view, what are the most critical elements of the patient experience in today’s healthcare environment, and how does Northwell plan to enhance those areas in the coming years?

Patients want convenience, and care where they are at. This is why Northwell, a New York-based provider, is in Florida now. Our constituents want us there because they want continuity of care. When they go back and forth during the seasons, they can see a familiar provider with the same records. We go into communities to listen and learn. It’s about meeting them where they are rather than telling them to meet us where we are.

How are you addressing workforce challenges?

The answer is culture. When we got over the pandemic, the healthcare workforce across the country became very challenging. People left their roles or went part-time. We saw staffing shortages. We did better than most and recovered a lot faster because of years of investing in our workforce and taking the time to provide opportunities for education and growth. We celebrate our diversity. We do things that others aspire to do and we never saw our culture as a luxury, but rather as a basic requirement. We’ve developed accredited programs in New York where we train people to become professionals. On the other side of that training is a job offer, and we’ve been very successful in filling roles. We started our own medical school and nursing school, both of which have been successful. We partnered with New York City to open a high school in fall 2025 for young people interested in careers in healthcare, particularly nursing, radiology, and physical therapy.

How are you navigating Northwell’s strategic growth?

We are growing no matter what we do, and it’s a matter of cultivating leadership and clinical teams that fit the culture, share our values, and then we empower them. We like to hold people accountable, then get out of the way. We are too big to operate as a command-and-control operation, so we ensure we have the right leadership in place. We have a responsibility to maintain our mission while having a margin. We have programs working with faith-based groups across our entire network. We understand that underserved communities have great trust with their church, synagogue, mosque, or other place of worship. We want to be seen as trusted partners in these communities without being heavy-handed. We have to treat every community differently.

What strategies will you pursue to ensure Northwell remains financially healthy while continuing to provide high-quality care?

The economics of healthcare are going to get more difficult, but we don’t use that as an excuse. We like to be optimistic and think differently. We like to diversify our businesses and ensure we are staying profitable, so that on the other side of the ledger we can maintain our mission as a community-based not-for-profit. Hospitals across the country will have greater challenges as a result of the overall economic environment, but we sometimes see opportunity in that rather than a threat. We strive to protect quality, our core, and patient care no matter what.

Where do you see the biggest opportunities for growth and development within the healthcare industry in Palm Beach?

I see a shift in the ambulatory community-based space. There are many things we can do better and safer outside of the four walls of the hospital, and that’s an area we are leaning into. Geographically, there is growth in the Northeast and Florida. We try to stay where our communities want us to be. We will see growth in tech innovations and in the ways that our patients seek access to care.

How do you see the role of data analytics in shaping Northwell’s operational strategies?

We focus on metrics that align with our goals to provide the safest care with outcomes people expect, in the way that they want it. We measure safety across the continuum. We measure outcomes in terms of how people with chronic diseases get better in our care. We are respectful of their expectations, families, and unique situations, and try to provide a high-quality experience.

How is Northwell Health adapting to clients’ evolving expectations?

It starts with listening. We have family and patient councils in many of our communities. We go out into the communities and ask pointed questions about how we are doing. One of the friction points was how people access us. Some people want to pick up the phone and others want to use a smartphone app. This is where our digital transformation comes in. We have to understand where the patient wants us to go, and invest and take the initiative to get there.

Want more? Read the Invest: Palm Beach report.

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