(NYSE American: OZ)
Now Trading on the NYSE American Providing Exposure to Opportunity Zone Investing
Belpointe OZ offers high quality and actively managed real estate investment assets throughout the United States through the expertise of our sponsor, Belpointe, LLC.
- Ability to acquire stabilized assets
- Actively managed by experienced professionals
- Diversified assets
- Pass-through income, avoiding double taxation
- Low minimum investment
- No capital calls
Public Advantages
- Transparency and SEC reporting
- NYSE American liquidity
- Unitholders may buy/sell through brokerage accounts
- Access to non-accredited investors
- Unitholder controlled entrance/exit
- No lock-up period
- No penalties for exiting early
Tax Advantages
- Capital gains deferral until December 31, 2026
- The appreciation of the investment within a Qualified Opportunity Fund is tax free if investment is held for 10 years
- Pass through of depreciation to unitholders which will offset the tax liability on distributions
- No depreciation recapture if investment is held for 10 years
- If the distribution yield exceeds depreciation pass through the income will be eligible for Section 199A which will reduce the tax liability by up to 20%
Stock Symbol: OZ
- Low annual management fee – 0.75%
- Minimal carried interest – 5%
- No disposition fees
- No investor servicing fees