FAQ
In case you missed anything and had some more questions.
What is Belpointe OZ?
Belpointe OZ is a Qualified Opportunity Fund that offers investors a unique opportunity to invest in real estate projects while benefiting from significant tax advantages. As the only publicly traded Qualified Opportunity Fund, Belpointe OZ provides transparency, liquidity, and the opportunity to invest in high-quality real estate developments.
What is a Qualified Opportunity Fund (QOF)?
A Qualified Opportunity Fund is an investment vehicle designed to invest in real estate and businesses located in designated Opportunity Zones. QOFs provide investors with the potential to defer their capital gains taxes, as well as enjoy tax-free growth on their investment if held for at least 10 years.
What are Opportunity Zones?
Opportunity Zones are economically distressed areas identified by the U.S. government to stimulate economic growth through tax incentives. By investing in a Qualified Opportunity Fund like Belpointe OZ, you can help revitalize these communities while potentially benefiting from favorable tax treatment.
What are the tax benefits of investing in Belpointe OZ?
By investing in Belpointe OZ, investors may be eligible to defer their capital gains until December 31, 2026, and potentially pay no capital gains taxes on new growth after a 10-year holding period.
How does Belpointe OZ differ from other Qualified Opportunity Funds?
Belpointe OZ is the only Qualified Opportunity Fund that is publicly traded on a national securities exchange. This provides investors with greater transparency, liquidity, and the ability to invest in a diversified portfolio of high-quality assets. Additionally, Belpointe OZ's flagship asset, Aster & Links, is already leasing up, significantly reducing development risk.
What projects are currently in Belpointe OZ's portfolio?
Belpointe OZ's portfolio includes high-quality real estate developments such as Aster & Links, a mixed-use community in Sarasota, Florida, and Viv, a residential development in St. Petersburg, Florida. Both projects are strategically located in desirable Opportunity Zones. Visit the "Investments" page to learn more and download our Investment Deck.
How can I invest in Belpointe OZ?
You can invest in Belpointe OZ either through the public market by purchasing shares on the New York Stock Exchange or by subscribing directly through Belpointe OZ's offering. Please visit the "How To Invest" page on our website for more details.
What is the minimum investment required to invest in Belpointe OZ?
There is no minimum investment if you invest through the public market by purchasing shares. However, if you choose to invest through the subscription agreement, the minimum investment requirement may apply. Please contact Investor Relations for more information.
How do I know if investing in Belpointe OZ is right for me?
If you are an investor with capital gains looking for tax advantages and an opportunity to invest in high-quality real estate, Belpointe OZ may be a good fit. We recommend consulting with your financial advisor to determine if this investment aligns with your financial goals and risk tolerance.
Contact Us
Call or email us if you have any questions.
Phone
203 883 1944
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.
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