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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

Belpointe PREP (OZ) filed its Q3 2025 10‑Q, showing continued ramp-up as developments come online. Total assets were $570.8 million, up from $517.6 million at year-end, driven by properties placed in service. Rental revenue rose to $2.38 million for the quarter (from $0.86 million a year ago) and $6.12 million year-to-date (from $1.58 million), reflecting lease-up progress.

The company reported a net loss of $12.1 million for Q3 and $28.4 million year-to-date, primarily due to property expenses, interest expense, and depreciation. Debt, net, increased to $251.4 million from $177.0 million after closing the Aster & Links refinancing, adding SOFR-based mortgage and mezzanine facilities up to $204.1 million and recording a $3.0 million loss on extinguishment of prior debt. Cash and cash equivalents were $29.6 million; total cash and restricted cash was $35.8 million.

VIV (1000 First Ave N, St. Petersburg) reached substantial completion on September 30, 2025, triggering a $180.8 million reclassification to operating real estate. As of November 7, 2025, units outstanding were 3,791,177 Class A, 100,000 Class B and one Class M. The Manager announced a NAV of $116.74 per Class A unit as of June 30, 2025.

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Rhea-AI Summary

Belpointe PREP, LLC held its annual meeting of unitholders. As of the record date of June 16, 2025, the company had 3,698,562 Class A units, 100,000 Class B units and 1 Class M unit outstanding. Holders of Class A and Class B units are entitled to one vote per unit. The single Class M unit is entitled to votes equal to ten times the aggregate number of Class A and Class B units outstanding on matters in which it may vote, indicating a concentrated voting power in the Class M holder. The filing includes signatures from authorized representatives, including Brandon E. Lacoff as Chairman and CEO.

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FAQ

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

The current stock price of Belpointe Prep (OZ) is $58.48 as of December 4, 2025.

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

The market cap of Belpointe Prep (OZ) is approximately 220.9M.
Belpointe Prep Llc

NYSE:OZ

OZ Rankings

OZ Stock Data

220.91M
3.89M
0.01%
37.4%
1.65%
Real Estate - Development
Real Estate
Link
United States
GREENWICH