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Belpointe Prep Llc SEC Filings

OZ NYSE

Welcome to our dedicated page for Belpointe Prep SEC filings (Ticker: OZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Finding how Belpointe Prep LLC finances a new multifamily complex in an Opportunity Zone shouldn’t require wading through 300 pages of legal text. Yet the fund’s disclosures weave together real-estate valuations, tax-deferral rules and development timelines that can overwhelm even experienced analysts. If you’ve Googled “Belpointe Prep LLC SEC filings explained simply” or asked “understanding Belpointe Prep LLC SEC documents with AI,” you’re in the right place. Stock Titan’s AI breaks down each exhibit, flags critical numbers and surfaces Belpointe Prep LLC insider trading Form 4 transactions within seconds.

Use our real-time feed to follow every Belpointe Prep LLC Form 4 insider transactions real-time, map out cash flows from the latest Belpointe Prep LLC quarterly earnings report 10-Q filing, or compare year-over-year asset appreciation in the Belpointe Prep LLC annual report 10-K simplified. Material project updates? They hit our dashboard the moment a Belpointe Prep LLC 8-K material events explained is posted. We also host the Belpointe Prep LLC proxy statement executive compensation, so you can see how management aligns incentives with ground-up redevelopment goals.

Behind each document, Stock Titan layers AI-powered summaries, keyword search and side-by-side metrics to speed your due diligence. Whether you need a Belpointe Prep LLC earnings report filing analysis to judge distribution potential or want alerts on Belpointe Prep LLC executive stock transactions Form 4 before capital calls, our platform keeps you ahead. Save hours, spot Opportunity Zone risks early and make informed real-estate investment decisions—without missing a single SEC update.

Rhea-AI Summary

Netcapital Inc. (Nasdaq: NCPL) filed an 8-K reporting that on 26 June 2025 it entered into a Horizon Software Agreement with Switzerland-based Horizon Globex GmbH. Horizon granted Netcapital a royalty-free, paid-up, non-exclusive, perpetual and irrevocable license to use Horizon’s capital-raising and secondary-trading software under the Company’s own branding in the United States.

As consideration, Netcapital will issue 500,0000 shares of its common stock (the “Horizon Shares”) to Horizon or its affiliate. The shares will be issued without registration under Sections 4(a)(2) and/or 3(a)(9) of the Securities Act, and no cash will be received by the Company.

The agreement includes standard termination rights: (i) either party may terminate after a 30-day cure period for material breach, and (ii) immediate termination is permitted upon bankruptcy, receivership, dissolution, or cessation of business of the other party. The full contract is attached as Exhibit 10.1.

This transaction gives Netcapital long-term access to a trading technology platform that could expand its service offering, but it also introduces equity dilution and execution risk should the software fail to drive revenue growth.

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FAQ

What is the current stock price of Belpointe Prep (OZ)?

The current stock price of Belpointe Prep (OZ) is $65.75 as of July 3, 2025.

What is the market cap of Belpointe Prep (OZ)?

The market cap of Belpointe Prep (OZ) is approximately 240.0M.

What is the primary business model of Belpointe Prep LLC?

Belpointe Prep LLC operates as a qualified opportunity fund, focusing on the acquisition and redevelopment of real estate assets located in designated opportunity zones. Its diversified portfolio spans various asset classes such as multifamily residential, healthcare, and mixed-use developments.

How does Belpointe Prep LLC create value for its investors?

The company targets underutilized assets in opportunity zones that offer potential for significant redevelopment. Through strategic capital improvements and repositioning of these assets, it aims to enhance value while contributing to regional revitalization.

Which property sectors does Belpointe Prep LLC invest in?

Its investments cover a broad range of sectors including multifamily residential, student housing, senior living, healthcare facilities, industrial properties, self-storage, hospitality, office spaces, mixed-use developments, data centers, and solar projects.

What are qualified opportunity zones and why are they important for the fund?

Qualified opportunity zones are designated areas within the United States that are targeted for economic revitalization. Investing in these zones allows the company to leverage tax advantages while fostering redevelopment and community growth.

How does the company's diversification strategy help mitigate market risks?

By investing in a wide range of property types and sectors, Belpointe Prep LLC spreads its exposure across different economic cycles and market dynamics. This diversification helps cushion the impact of localized downturns in any single sector.

How does Belpointe Prep LLC compare to other real estate investment funds?

Unlike many funds that focus on a narrow segment of the real estate market, Belpointe Prep LLC adopts a diversified approach. Its focus on transforming a variety of asset classes across opportunity zones distinguishes its investment strategy and operational model.

What operational expertise does the company demonstrate?

The company showcases its operational strength by strategically identifying high-potential properties for redevelopment, applying targeted capital enhancements, and managing a diverse portfolio that aligns with evolving market demands and urban development trends.

What geographical areas does Belpointe Prep LLC primarily focus on?

The firm invests in properties across the United States and its territories, with a focus on designated opportunity zones known for their redevelopment potential. This broad-based geographical strategy helps capture opportunities in multiple regional markets.
Belpointe Prep Llc

NYSE:OZ

OZ Rankings

OZ Stock Data

239.99M
3.69M
0.01%
38.85%
1.77%
Real Estate - Development
Real Estate
Link
United States
GREENWICH