Defer and Eliminate Capital Gains Taxes
Defer and Eliminate Capital Gains Taxes
Publicly traded QOF, prime assets, near-term revenue, reduced construction risk, and tax benefits
Publicly traded QOF, prime assets, near-term revenue, reduced construction risk, and tax benefits
Defer and Eliminate Capital Gains Taxes
Publicly traded QOF, prime assets, near-term revenue, reduced construction risk, and tax benefits
$500M+
in lease-up or under construction
$1.3B+
total project costs
$500M+
in lease-up or under construction
$1.3B+
total project costs
Media Spotlight:
The Cities We Build In Are Garnering Acclaim
Media Spotlight:
The Cities We Build In Are Garnering Acclaim
Population Growth
#3 Most Educated City
Ranked #3 Most Educated City in the U.S.10th Fastest Growing Place In The U.S.
Best Place To Live
11th Best Place To Live In The U.S.
Best Place to Retire
11th Best Place to Retire
#1 Florida Migration Destination
Ranked the top Florida metro migration destination
#2 Economy
Ranked #2 Economy Nationally
The Opportunity
Near-term Revenue Potential
Belpointe OZ provides investors with the opportunity to invest in a QOF that already has a prime asset leasing up, offering the potential for near-term revenue generation. Unlike other QOFs, that are raising capital for projects still in early development stages, having an asset in the lease-up phase mitigates construction risk and can accelerate the timeline for potential returns.
Reduced Construction Risk
In addition to an asset in the lease-up phase, Belpointe OZ's second luxury asset is well on its way to completion. This means investors are not exposed to the full cycle of construction risk.
Discount to NAV
As of December 1, 2024, Belpointe OZ’s Class A units are trading at a discount to its most recently disclosed quarterly net asset value ("NAV").
A Unique Position in the QOF Market
No other QOF offers this combination of near-term revenue from leasing, an advanced construction project, and a discount to NAV. Most funds are only raising capital for projects still in early-stage development, making Belpointe OZ a distinct investment option.
The Opportunity
Near-term Revenue Potential
Belpointe OZ provides investors with the opportunity to invest in a QOF that already has a prime asset leasing up, offering the potential for near-term revenue generation. Unlike other QOFs, that are raising capital for projects still in early development stages, having an asset in the lease-up phase mitigates construction risk and can accelerate the timeline for potential returns.
Reduced Construction Risk
In addition to an asset in the lease-up phase, Belpointe OZ's second luxury asset is well on its way to completion. This means investors are not exposed to the full cycle of construction risk.
Discount to NAV
As of December 1, 2024, Belpointe OZ’s Class A units are trading at a discount to its most recently disclosed quarterly net asset value ("NAV").
A Unique Position in the QOF Market
No other QOF offers this combination of near-term revenue from leasing, an advanced construction project, and a discount to NAV. Most funds are only raising capital for projects still in early-stage development, making Belpointe OZ a distinct investment option.
The Opportunity
Near-term Revenue Potential
Belpointe OZ provides investors with the opportunity to invest in a QOF that already has a prime asset leasing up, offering the potential for near-term revenue generation. Unlike other QOFs, that are raising capital for projects still in early development stages, having an asset in the lease-up phase mitigates construction risk and can accelerate the timeline for potential returns.
Reduced Construction Risk
In addition to an asset in the lease-up phase, Belpointe OZ's second luxury asset is well on its way to completion. This means investors are not exposed to the full cycle of construction risk.
Discount to NAV
As of December 1, 2024, Belpointe OZ’s Class A units are trading at a discount to its most recently disclosed quarterly net asset value ("NAV").
A Unique Position in the QOF Market
No other QOF offers this combination of near-term revenue from leasing, an advanced construction project, and a discount to NAV. Most funds are only raising capital for projects still in early-stage development, making Belpointe OZ a distinct investment option.
Our Signature Developments: Built for Success
Our Signature Developments: Built for Success
Our Signature Developments: Built for Success
Explore the prime assets driving near-term revenue and market differentiation.
Aster & Links: The Crown Jewel of Sarasota
Aster & Links stands as a crown jewel in Belpointe OZ's portfolio. This 424 unit mixed-use development in downtown Sarasota seamlessly blends luxury living with convenient retail spaces. It embodies urban sophistication and coastal charm, offering an unparalleled lifestyle experience.
Leasing in progress: Over 70 residential units leased, showcasing strong early demand.
Sprouts Farmers Market Now Open: Anchoring this mixed-use community, drawing foot traffic and adding convenience.
Aster & Links: The Crown Jewel of Sarasota
Aster & Links stands as a crown jewel in Belpointe OZ's portfolio. This 424 unit mixed-use development in downtown Sarasota seamlessly blends luxury living with convenient retail spaces. It embodies urban sophistication and coastal charm, offering an unparalleled lifestyle experience.
Leasing in progress: Over 70 residential units leased, showcasing strong early demand.
Sprouts Farmers Market Now Open: Anchoring this mixed-use community, drawing foot traffic and adding convenience.
Aster & Links: The Crown Jewel of Sarasota
Aster & Links stands as a crown jewel in Belpointe OZ's portfolio. This 424 unit mixed-use development in downtown Sarasota seamlessly blends luxury living with convenient retail spaces. It embodies urban sophistication and coastal charm, offering an unparalleled lifestyle experience.
Leasing in progress: Over 70 residential units leased, showcasing strong early demand.
Sprouts Farmers Market Now Open: Anchoring this mixed-use community, drawing foot traffic and adding convenience.
Viv: Vibrant Living in the Heart of St. Petersburg
Viv offers two 15-story towers with 269 apartments and retail space. The project is approximately 65% complete, featuring amenities and 335 parking spaces. It's strategically located near the St. Pete Pier and Tropicana Field.
Prime Location: Centrally located in St. Petersburg, offering easy access to local amenities and culture.
Luxury Amenities: Modern amenities designed to cater to upscale living.
Advanced Construction Phase: Significant progress already achieved, reducing construction uncertainty.
Viv: Vibrant Living in the Heart of St. Petersburg
Viv offers two 15-story towers with 269 apartments and retail space. The project is approximately 65% complete, featuring amenities and 335 parking spaces. It's strategically located near the St. Pete Pier and Tropicana Field.
Prime Location: Centrally located in St. Petersburg, offering easy access to local amenities and culture.
Luxury Amenities: Modern amenities designed to cater to upscale living.
Advanced Construction Phase: Significant progress already achieved, reducing construction uncertainty.
Viv: Vibrant Living in the Heart of St. Petersburg
Viv offers two 15-story towers with 269 apartments and retail space. The project is approximately 65% complete, featuring amenities and 335 parking spaces. It's strategically located near the St. Pete Pier and Tropicana Field.
Prime Location: Centrally located in St. Petersburg, offering easy access to local amenities and culture.
Luxury Amenities: Modern amenities designed to cater to upscale living.
Advanced Construction Phase: Significant progress already achieved, reducing construction uncertainty.
Tax Benefits
Under Section 1400Z of the Tax Cuts and Jobs Act of 2017, investors who elect to reinvest capital gains from capital assets into a Qualified Opportunity Fund will be eligible to receive multiple tax benefits.
Deferral of Capital Gains Taxes
Capital gains (short-term or long-term) from the sale or exchange of any capital assets that are reinvested in a Qualified Opportunity Fund within 180 days following the sale or exchange, will be excluded from an investor’s gross taxable income until the earlier of: December 31, 2026 or the date the investor sells its Qualified Opportunity Fund investment.
Elimination of Capital Gains Taxes
Investors in Qualified Opportunity Funds may elect to receive an increase in basis with respect to their investment thereby eliminating, capital gains derived from the appreciation of their investment, if the investment is held for a period of 10 years or more, up to December 31, 2047.
Possible State Income Tax Benefits
Depending on the state where an investor is domiciled and whether that state conforms with federal Opportunity Zone regulations, an investor may be entitled to receive the same federal capital gains tax benefits (deferral, reduction, and elimination of capital gains taxes) on a state income tax level.
No Depreciation Recapture
An investor will get the benefit of pass through depreciation and if an investor elected to receive a step up in basis and has held the investment for a period of 10 years or more, up to December 31, 2047, there will be no depreciation recapture.
Tax Benefits
Under Section 1400Z of the Tax Cuts and Jobs Act of 2017, investors who elect to reinvest capital gains from capital assets into a Qualified Opportunity Fund will be eligible to receive multiple tax benefits.
Deferral of Capital Gains Taxes
Capital gains (short-term or long-term) from the sale or exchange of any capital assets that are reinvested in a Qualified Opportunity Fund within 180 days following the sale or exchange, will be excluded from an investor’s gross taxable income until the earlier of: December 31, 2026 or the date the investor sells its Qualified Opportunity Fund investment.
Elimination of Capital Gains Taxes
Investors in Qualified Opportunity Funds may elect to receive an increase in basis with respect to their investment thereby eliminating, capital gains derived from the appreciation of their investment, if the investment is held for a period of 10 years or more, up to December 31, 2047.
Possible State Income Tax Benefits
Depending on the state where an investor is domiciled and whether that state conforms with federal Opportunity Zone regulations, an investor may be entitled to receive the same federal capital gains tax benefits (deferral, reduction, and elimination of capital gains taxes) on a state income tax level.
No Depreciation Recapture
An investor will get the benefit of pass through depreciation and if an investor elected to receive a step up in basis and has held the investment for a period of 10 years or more, up to December 31, 2047, there will be no depreciation recapture.
Tax Benefits
Under Section 1400Z of the Tax Cuts and Jobs Act of 2017, investors who elect to reinvest capital gains from capital assets into a Qualified Opportunity Fund will be eligible to receive multiple tax benefits.
Deferral of Capital Gains Taxes
Capital gains (short-term or long-term) from the sale or exchange of any capital assets that are reinvested in a Qualified Opportunity Fund within 180 days following the sale or exchange, will be excluded from an investor’s gross taxable income until the earlier of: December 31, 2026 or the date the investor sells its Qualified Opportunity Fund investment.
Elimination of Capital Gains Taxes
Investors in Qualified Opportunity Funds may elect to receive an increase in basis with respect to their investment thereby eliminating, capital gains derived from the appreciation of their investment, if the investment is held for a period of 10 years or more, up to December 31, 2047.
Possible State Income Tax Benefits
Depending on the state where an investor is domiciled and whether that state conforms with federal Opportunity Zone regulations, an investor may be entitled to receive the same federal capital gains tax benefits (deferral, reduction, and elimination of capital gains taxes) on a state income tax level.
No Depreciation Recapture
An investor will get the benefit of pass through depreciation and if an investor elected to receive a step up in basis and has held the investment for a period of 10 years or more, up to December 31, 2047, there will be no depreciation recapture.
Previous Experience
Previous Experience
Previous Experience
Learn More By Downloading The White Paper
Get your free copy of our in-depth white paper, Investing in Opportunity Zones for Tax Advantages and Growth. Learn how you can maximize returns through strategic real estate investments.
Complete the form and you'll also receive access to our exclusive weekly Opportunity Zone eLetter—packed with insights, market trends, and more.
Learn More By Downloading The White Paper
Get your free copy of our in-depth white paper, Investing in Opportunity Zones for Tax Advantages and Growth. Learn how you can maximize returns through strategic real estate investments.
Complete the form and you'll also receive access to our exclusive weekly Opportunity Zone eLetter—packed with insights, market trends, and more.
Contact Us
Call or email us if you have any questions.
Phone
203 883 1944
Learn More By Downloading The White Paper
Get your free copy of our in-depth white paper, Investing in Opportunity Zones for Tax Advantages and Growth. Learn how you can maximize returns through strategic real estate investments.
Complete the form below, and you'll also receive access to our exclusive weekly Opportunity eLetter—packed with insights, market trends, and more.
The information contained in this website is for illustrative, educational and informational purposes only and is subject to change. Nothing contained in this website is or should be construed as an offer to sell or the solicitation of an offer to buy any securities. Offers may only be made by means of a prospectus.
Belpointe PREP, LLC (“Belpointe OZ”) has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offer and sale of Class A units representing limited liability interests in Belpointe OZ. You should read Belpointe OZ’s most recent prospectus and the other documents that it has filed with the SEC for more complete information about Belpointe OZ and the offering.
Investing in Belpointe OZ’s Class A units involves a high degree of risk, including a complete loss of investment. Prior to making an investment decision, you should carefully consider Belpointe OZ’s investment objectives and strategy, risk factors, fees and expenses and any tax consequences that may results from an investment in Belpointe OZ’s Class A units. To view Belpointe OZ’s most recent prospectus containing this and other important information visit www.sec.gov. Alternatively, you may request Belpointe OZ send you the prospectus by calling (203) 883-1944 or emailing claidlaw@belpointe.com. Read the prospectus in its entirety before making an investment decision.
Neither Belpointe OZ nor any of its affiliates provide investment or tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult their own tax advisers concerning the U.S. federal, state and local income tax consequences, as well as any tax consequences under the laws of any other taxing jurisdiction, in relation to their personal tax circumstances, which may vary for prospective investors in different tax situations.
Past performance is not an indicator or a guarantee of future performance. The price of Belpointe OZ’s Class A units will fluctuate in market value and may trade above or below net asset value. Brokerage commissions and expenses will reduce returns.
©2024 Belpointe PREP, LLC. All rights reserved.
The information contained in this website is for illustrative, educational and informational purposes only and is subject to change. Nothing contained in this website is or should be construed as an offer to sell or the solicitation of an offer to buy any securities. Offers may only be made by means of a prospectus.
Belpointe PREP, LLC (“Belpointe OZ”) has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offer and sale of Class A units representing limited liability interests in Belpointe OZ. You should read Belpointe OZ’s most recent prospectus and the other documents that it has filed with the SEC for more complete information about Belpointe OZ and the offering.
Investing in Belpointe OZ’s Class A units involves a high degree of risk, including a complete loss of investment. Prior to making an investment decision, you should carefully consider Belpointe OZ’s investment objectives and strategy, risk factors, fees and expenses and any tax consequences that may results from an investment in Belpointe OZ’s Class A units. To view Belpointe OZ’s most recent prospectus containing this and other important information visit www.sec.gov. Alternatively, you may request Belpointe OZ send you the prospectus by calling (203) 883-1944 or emailing claidlaw@belpointe.com. Read the prospectus in its entirety before making an investment decision.
Neither Belpointe OZ nor any of its affiliates provide investment or tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult their own tax advisers concerning the U.S. federal, state and local income tax consequences, as well as any tax consequences under the laws of any other taxing jurisdiction, in relation to their personal tax circumstances, which may vary for prospective investors in different tax situations.
Past performance is not an indicator or a guarantee of future performance. The price of Belpointe OZ’s Class A units will fluctuate in market value and may trade above or below net asset value. Brokerage commissions and expenses will reduce returns.
©2024 Belpointe PREP, LLC. All rights reserved.
The information contained in this website is for illustrative, educational and informational purposes only and is subject to change. Nothing contained in this website is or should be construed as an offer to sell or the solicitation of an offer to buy any securities. Offers may only be made by means of a prospectus.
Belpointe PREP, LLC (“Belpointe OZ”) has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offer and sale of Class A units representing limited liability interests in Belpointe OZ. You should read Belpointe OZ’s most recent prospectus and the other documents that it has filed with the SEC for more complete information about Belpointe OZ and the offering.
Investing in Belpointe OZ’s Class A units involves a high degree of risk, including a complete loss of investment. Prior to making an investment decision, you should carefully consider Belpointe OZ’s investment objectives and strategy, risk factors, fees and expenses and any tax consequences that may results from an investment in Belpointe OZ’s Class A units. To view Belpointe OZ’s most recent prospectus containing this and other important information visit www.sec.gov. Alternatively, you may request Belpointe OZ send you the prospectus by calling (203) 883-1944 or emailing claidlaw@belpointe.com. Read the prospectus in its entirety before making an investment decision.
Neither Belpointe OZ nor any of its affiliates provide investment or tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult their own tax advisers concerning the U.S. federal, state and local income tax consequences, as well as any tax consequences under the laws of any other taxing jurisdiction, in relation to their personal tax circumstances, which may vary for prospective investors in different tax situations.
Past performance is not an indicator or a guarantee of future performance. The price of Belpointe OZ’s Class A units will fluctuate in market value and may trade above or below net asset value. Brokerage commissions and expenses will reduce returns.
©2024 Belpointe PREP, LLC. All rights reserved.