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.
Belpointe PREP, LLC (Belpointe OZ, NYSE American: OZ) is a publicly traded qualified opportunity fund that reports to the U.S. Securities and Exchange Commission through periodic and current filings. This SEC filings page brings together the company’s Forms 10-K, 10-Q, 8-K, proxy statements, and other disclosures so that investors can review the regulatory record behind its Opportunity Zone real estate strategy.
In its Form 8-K filings, Belpointe OZ has reported material definitive agreements related to mortgage and mezzanine loans secured by its flagship Aster & Links development in Sarasota, Florida, as well as loan extensions and new letter agreements tied to land in Nashville, Tennessee. Other 8-Ks describe purchase and sale agreements for properties such as the 900 8th Avenue South assemblage in Nashville and a letter agreement involving a development site at 100 Tokeneke Road in Darien, Connecticut, including put and call structures settled in Class A units.
The company’s proxy materials, including its definitive proxy statement on Schedule 14A, outline governance matters such as the election of directors, the role of different unit classes (Class A, Class B, and Class M), and the ratification of its independent registered public accounting firm. Additional 8-K filings summarize voting results from annual meetings and provide details on compliance with NYSE American continued listing standards.
Belpointe OZ also discusses net asset value (NAV) in its filings and press releases, explaining how NAV is calculated, how it differs from U.S. GAAP measures, and how changes in valuations of its real estate assets affect reported NAV per Class A unit. Investors can use this filings page to access the underlying documents that describe the company’s Opportunity Zone investments, capital structure, financing arrangements, and risk disclosures. AI-powered tools on the platform can help summarize lengthy filings, highlight key terms in 10-K and 10-Q reports, and surface insider and governance information disclosed on Forms 3, 4, and 5 where available.