This page includes links to documents developed by the Institute, which can be broadly categorized as Periodic Reports and Studies (including presentations). Our intent is to inform the larger community of the Institute's activities.
In addition to these quarterly reports, RERI continues to issue a monthly report: Regional Economic Indicators, which analyzes a wide range of economic data from the 5-county region of Southwest Florida. It also includes National economic data of interest. The monthly Indicators report has been issued since early 2007.
Also, the Institute has been commissioned to do several specialized economic studies; summary reports of those studies are linked here.
Documents are presented in Portable Document Format (PDF), indicated by
Each document will open in a new window, from where it can be viewed and / or printed.
Our Quarterly Reports
Our Monthly Report:
Regional Economic Indicators, September 2017. (24 pages)
The report was released by RERI on September 1, 2017. Comments at the release of the report:
Here are some key findings:
Notes and Asides:
- The RERI and the Horizon Council published the Lee County Business Climate Survey Report for the 3rd quarter of 2017 in August. The Executive Business Climate Index for Lee County did not change from the 2nd quarter, remaining at 67.
- Data compiled by the RERI indicated average monthly home sales in Charlotte County exceeded those in Collier for the 12-month period ending in June 2017. Charlotte reported an average of 380 per month, whereas Collier reported an average of 352. Lee County’s monthly average came in at 1,069.
- On Sept. 14, the Real Estate Investment Society is putting on a workshop on the FGCU campus entitled “Strategies in Community Planning and Development.” It features two keynote speakers and a local panel discussion. RERI Director Chris Westley will participate. Click here for more information and to register.
Earlier issues of the Regional Economic Indicators are linked from the Archive page.
Studies and Presentations:
Barriers to Small Business Growth
July 25, 2014 (44 pages)
The purpose of this survey is to better understand the factors that are limiting small business growth in the greater Lee County area. This survey provides insights about key concerns and issues facing small businesses.
The Economic Community Impact - Academic Year 2012-2013
December 11, 2013 (18 pages)
This study is an economic impact analysis of the University, estimating the direct and indirect economic impact of the University on the Southwest Florida region. It is an update of earlier studies done for Academic Years 2009-2010, 2007-2008 and 2005-2006.
The Status of Women in Southwest Florida
August 1, 2012 (160 pages)
This study, commissioned by The Women’s Fund of Southwest Florida, analyzes the 2010 Census information and other Florida agency data to better understand population, diversity, employment, income, achievement, autonomy, health, and well-being of women in Southwest Florida.
Benchmark Assessment for the Calusa Nature Center & Planetarium
February 10, 2012 (144 pages)
This study includes benchmark analysis of similar facilities (organizational structure, staffing, attendance, and other factors). As well, the study includes interviews with select local leaders and an economic impact analysis.
The Economic Community Impact - Academic Year 2009-2010
July 25, 2011 (18 pages)
This study is an economic impact analysis of the University, estimating the direct and indirect economic impact of the University on the Southwest Florida region. It is an update of earlier studies done for Academic Years 2007-2008 and 2005-2006.
Florida's New Economic Reality: The State of the State
February 11, 2010 (46 pages)
This is a presentation made by Dr. Jackson to the Florida Philanthropic Network, a statewide association of grantmakers working to strengthen philanthropy through research, education and public policy. The presentation reviewed economic trends at the National, Regional, and State levels.
Visit the Website of the Florida Philanthropic Network
External Environmental Scan
November 16, 2009 (55 pages)
This study of the environment external to FGCU was done as an input to the university's strategic planning process. It includes an economic outlook, occupation and industry trends, regional economic development and workforce studies, population and demographic trends, educational attainment levels, educational degrees granted, and a review of regional educational institutions.
Southwest Florida Regional Business Incubator Planning Study
August 27, 2009 (220 pages)
This report is a strategic planning study for a regional business incubator network for Southwest Florida. The basic purpose of this research is to identify best practices, regional issues and characteristics, and recommend a development plan for a regional business incubator system for Southwest Florida.
The Economic Community Impact - Academic Year 2007-2008
October 14, 2008 (17 pages)
This study is an economic impact analysis of the University, estimating the direct and indirect economic impact of the University on the Southwest Florida region. It is an update of an earlier study done for Academic Year 2005-2006.
Changing Economic Times (40 pages),
presented September 11, 2008 to the Real Estate Market Trends Conference in Charlotte County. The presentation included national and local economic trends as well as Federal Reserve System forecasts for 2008 - 2010.
Traded Business Clusters Study - Charlotte, Collier, and Lee Counties
June 9, 2008 (61 pages)
This document is an important update to an earlier study which provided available regional cluster information for the years 2001 and 2004. (The earlier study is available here; it was issued June 19, 2006 and discusses methodology in more detail.)
Data is now available for 2006 and this update provides a summary of the cluster analysis using 2006 employment, average wage, and number of establishments by cluster definition. This is a continuing regional collaboration between the University and the Economic Development Organizations in Charlotte, Lee, and Collier Counties.
Changing Economic Times
April 8, 2008 (38 pages)
This was a presentation by Dr. Jackson at Market Pulse, an event sponsored by the Bonita Springs Area Chamber of Commerce and the Bonita Springs-Estero Association of Realtors. It is a comprehensive review of economic trends, both nationally and in Southwest Florida.
An Economic Property Tax Review of Ten Selected Florida Counties,
December 12, 2007 (135 pages)
This report is the second part of a research project sponsored by the Florida Association of Realtors that focuses on ten select counties. [The report on the first part of the project is available here; it was issued on August 10, 2007.] The research is designed to provide a better understanding of the real property tax system by analyzing various property owner-groups. The tax information analyzed is for Bay, Citrus, Dade, Flagler, Hillsborough, Lafayette, Leon, Okaloosa, Orange, and Palm Beach Counties. Also provided in the report are:
Southwest Florida Executive Business Climate Survey, Fall 2007 (13 pages)
This report is based on a survey conducted by RERI for the Chamber of Southwest Florida. The survey solicited executive responses from a mix of large and small firms over a cross-section of businesses in Charlotte, Collier, and Lee Counties. The firms serve local, regional, national, and international markets.
The survey measured the level of optimism regarding the regional economy, with specific questions focusing on the housing market, property tax legislation, business trends, labor market, and other issues of current interest.
The Economic Community Impact - Academic Year 2005-2006,
June 18, 2007 (17 pages)
This study is an economic impact analysis of the University to mark its tenth year of operation. It estimates the direct and indirect economic impact of the University on the Southwest Florida region and its five-county service area.
Southwest Florida Health Care Industry Study, March 2007. (219 pages)
Immokalee Master Plan Study, November 2006. (75 pages)
This is a stand-alone economic analysis study of Immokalee, Florida, conducted for the RMPK Group, an urban planning and design firm in Sarasota, Florida. It focused on population, employment, and development issues.
Traded Business Clusters Study - Charlotte, Collier, and Lee Counties
June 19, 2006. (96 pages)
This document represents an important collaboration between the University and the Economic Development Organizations in Charlotte, Lee, and Collier Counties.
Industry Clusters are geographic concentrations of business suppliers, producers, service providers, and associated institutions. This research study focuses on Traded Industry Clusters in the Southwest Florida counties of Charlotte, Collier, and Lee. Traded industry clusters compete for national and international market share and export a large part of their product or service outside the local regional economy.
Portability Study, January 2006. (120 pages)
This is a summary report of an economic study of the proposed "Save Our Homes" portability amendment to the Florida Constitution. The study was done under contract to the Florida Association of Realtors, and included:
Burroughs Home Study, November 2005. (66 pages)
This is a summary report of an economic benchmarking study of the Burroughs Home in Fort Myers, Florida. The primary elements of the study were: