The more Complex, the better. We love what you hate doing.

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.

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.

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.

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.

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.

Complex Partners was retained as a consulting expert in a domestic relations case for a contempt action against the opposing party. The engagement included identifying non-compliance, providing trial, exhibit and witness preparation. Sat with counsel at plaintiff table during trial.

Complex Partners was engaged by an individual investor who believed they were a victim of theft, securities fraud and self dealing by a real estate sponsor/promoter. The investment was in a real estate partnership and was made through a Private Placement Memorandum, Subscription Agreement and Operating Agreement. Along with ultimately submitting a Whistleblower Claim with the Securities and Exchange Commission, the engagement included an analysis of the investment and production of the submission package.

Migrate client and client’s 6,000 customers to an online access portal and billing and payment system. Coordinate move to new 3rd party payment clearing provider while ensuring all client funds are immediately available. Automated AR processing creating additional efficiencies.