Love what you do.
We’ll guide you through.
We can assist with any document-intensive, complex projects.
How we uncomplicate projects
How we support our clients
We have the appropriate and necessary disciplines with experience and skills to properly execute your project. We will work seamlessly with your team of experts or build the team your project requires and implement a thorough plan to achieve success.
With over 30 years of complex transaction and project management experience in real estate, finance and corporate structuring, Jim Brodie’s team is ready to find and create value for you.
CASE STUDY
Build to Rent
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Complex Partners was engaged to assist with the acquisition of 7 development sites in Austin, Houston and San Antonio, Texas to expand the Build to Rent platform for an international homebuilder. Engagement included due diligence, title review, product selection, development review and restrictive covenant negotiation. Ongoing engagement providing development support, analysis and business consulting across the portfolio.
CASE STUDY
High Value Marital Divorce
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Engaged as the client agent for all consulting work for document intensive divorce and division of assets. Worked directly with client and attorneys to analyze the marital assets, formulate strategy and interpret between client and counsel. Assets included 20 entities, 11 apartment communities in 3 states with $120m AUM. Client successfully received 50% of LP interests paid within 1 year of divorce and retained 40% of GP interests allowing the client to retain carried interests, capture all future value at capital gains tax rates and all without having to use a discounted cash flow model. Also successfully obtained award of a Special Master to protect client’s interests and provide fairness and visibility until the last partnership is wound up in +10 years.
CASE STUDY
Construction Industrial Buildings
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Project manage the permitting and construction of 2 industrial buildings totaling 156,000 sf, as the Owner’s representative. The site is in a complex, infill location in Denver, Colorado with overhead electric distribution lines and the requirement to remove and replace existing public infrastructure that includes water and sewer lines to increase capacity for the project and adjacent parcels.
CASE STUDY
$29m District Bond Issuance
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Complex Partners lead the formation of a Title 32 Metropolitan District and a Business Improvement District in Weld County, Colorado to support the Public Private Partnership (PPP) infrastructure needs for a +100 acre mixed-use development. The engagement culminated in the successful issuance and sale of $29m in tax exempt bonds.
CASE STUDY
Sports Park Acquisition
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Complex Partners was engaged by a client to assist with the acquisition of a sports park in Central Florida that was originally built as an MLB Spring Training Facility, including a 4,000 seat stadium. We provided underwriting, financial modeling, Purchase Agreement negotiation, due diligence, document review, title review, development and expansion planning.
CASE STUDY
Corporate Tax Structuring
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A landowner client was beginning the development process on a large parcel of land that was acquired years earlier in a held for investment entity. Seeing a tax problem rising, we raised the issue with the client and worked with their accountant to properly structure the various entities needed to maintain long term capital gains treatment and not taint the entire site with dealer status.
WHAT WE DO
We have the skills and experience
We have experience developing, acquiring, repositioning and financing land and income producing real estate assets across the country with projects ranging from 6 acres – 6,500 acres.
We have formed Metropolitan Districts, completed stock and bond offerings, restructured entities for tax, negotiated every type of agreement imaginable for real estate and general corporate matters.
Since not every lawyer understands the complexities of contracts and other agreements within industries, we specialize in document intensive transactions and Complex litigation, including reviewing documents and correspondence, breaking it down for legal teams, and finding claims and damages to successfully litigate for clients.
I worked with Jim on a complex corporate divorce involving development, securities, and special district issues for a large mixed-used real estate development. Jim was retained as a consulting expert and testified at trial. He was able to help us with synthesize large amounts information and several complex issues, which helped us develop an aggressive strategy. Jim was a great asset in that case and I continue to consider Jim for some of my complex matters.
B. S.
Complex Partners' roles for us included consultant solicitations, being an interfacing and negotiating agent with the town and shepherding all front end aspects of a large mixed-use development, which resulted in the formation of a Metropolitan District from inception, financial modeling and concluded the successful sale of the Public Bonds.
L. T.
Two words - Tenacity and Experience. I engaged Jim for the acquisition of a business that included environmental concerns. Jim was able to guide me from concept to acquisition. He identified risks and found avenues to mitigate them.
J. S.
We hired Complex Partners as the buyer’s agent to acquire an office building and to develop the business plan and operating budget for a co-working office. Using their deliverables, we were able to successfully obtain an acquisition loan, close on the building and then open for business. Jim fulfilled financing and due diligence processes timely and efficiently. I cannot speak highly enough about my experience with Jim Brodie and Complex Partners.
The Mountain Space
Complex Partners assisted on various parts of a complex land development. We have worked together on purchase and sale agreements, easements, construction & consulting agreements, loan modifications, and other development related matters. Jim is experienced, easy to work with, detailed, responsive, and ahead of schedule. He listens, develops creative solutions based on his experience, and provides practical advice and guidance. I’ve enjoyed working with Jim, he is a valuable asset to his clients.
B. B.
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WHO WE ARE
30 years of Complex Projects
Complex / Partners is the 30-year brainchild of Jim Brodie. With an eagle-eye for detail and an arsenal of knowledge, he puts this experience to work for his clients. His career has focused on being the Chief Investment Officer of an NYSE listed REIT, running the US master planned communities business unit for one of the world’s largest international construction companies to working as a consulting expert in complex and high stakes litigation. During Jim’s robust career, with projects spanning nine states, he has worked on development projects spanning 10,000 acres of land; acquired, developed and asset managed 4,000 apartment units; rehabbed 1,500 apartment units; acquired and developed 3,000,000 SF of commercial space.