Belpointe Prep, Llc · AMEX:OZ
Belpointe Prep — Belpointe OZ — Investor Presentation (December 2025)
19 slides from Belpointe Prep's investor presentation, December 2025
Slide 1: Belpointe OZ Investment Overview
Belpointe OZ Investment Overview December 2025 © 2025 Belpointe PREP, LLC. All rights reserved. 1
Slide 2: Important Information and Qualifications
Important Information and Qualifications Belpointe PREP, LLC (“Belpointe OZ,” “we,” “us” or “our”) has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (“SEC”) for the offer and sale of up to $750,000,000 of Class A units representing limited l
Slide 3: About Belpointe OZ
About Belpointe OZ Belpointe PREP, LLC (“Belpointe OZ,” “we,” “us,” or “our”) (NYSE American: OZ) is a Qualified Opportunity Fund (“QOF”) actively developing multifamily and mixed-use projects across multiple Opportunity Zones (“OZ”). We intend to continue investing in our development pipeline, with
Slide 4: The Opportunity
The Opportunity 1 Flexibility Across OZ 1.0 and OZ 2.0 Belpointe PREP, LLC’s (“Belpointe OZ,” “we,” “us” or “our”) (NYSE American: OZ) exchange-listed structure provides investors with the flexibility to participate in both Opportunity Zone (“OZ”) 1.0 and OZ 2.0. Under current regulations, investors
Slide 5: About Belpointe, LLC
About Belpointe, LLC Belpointe OZ’s sponsor, Belpointe, LLC (“Belpointe”), was established in 2001 as a family office and investment firm. Over the years, Belpointe has expanded to over 13 lines of business, including a financial asset management firm with more than $7 billion in assets under manage
Slide 6: About Belpointe's Real Estate Group
About Belpointe’s Real Estate Group Belpointe’s Real Estate Group is led by a seasoned team with extensive experience from some of the nation’s top financial institutions and multifamily investment firms such as AvalonBay®, Greystar®, Bozzuto Group®, Tishman®, W.P. Carey®, and EY®. Belpointe is full
Slide 7: Belpointe OZ's Investment Strategy
Belpointe OZ’s Investment Strategy Ground-Up Multifamily and Mixed-Use Developments Our platform is centered on ground-up multifamily and mixed-use development, targeting high-growth markets across the United States. Strategic Geographic Focus Our investments have targeted metropolitan areas and sub
Slide 8: Case Study – Aster & Links
Case Study – Aster & Links Website: AsterandLinks.com Aster & Links is a 424-unit, best-in-class luxury multifamily community located in the high-growth downtown Main Street Merchants neighborhood of Sarasota, FL. Aster & Links has a walkability score of 874, placing it within walking distance of sh
Slide 9: Case Study – VIV
Case Study – VIV Website: LiveatViv.com VIV is a 269-unit, best-in-class luxury multifamily community located in the high-growth EDGE District of St. Petersburg, FL. The project is currently in lease-up, featuring amenities, 335 parking spaces, and retail space. Positioned in the vibrant downtown, j
Slide 10: Development Pipeline
Development Pipeline Belpointe OZ is already executing on its pipeline of multifamily and mixed-use projects in high growth markets. $500M+ 4 In lease-up8 Cities The portfolio spans key locations across the East Coast, focusing on high-growth areas in Connecticut, Tennessee, and Florida. Sarasota, F
Slide 11: Development Pipeline (continued)
Development Pipeline (continued) Project Name Location Project Type Residential Units Status Aster & Links Sarasota, FL Mixed-use 424 Lease-up (>50%) 1700 Main Sarasota, FL Mixed-use 180 +/- Pre-development VIV St. Petersburg, FL Mixed-use 269 Lease-up (>10%) East Nashville Nashville, TN Mixed-use 1
Slide 12: OZ 1.0: Original Program (2018–2026)
OZ 1.0: Original Program (2018–2026) Key Requirements Benefits • Investors reinvest capital gains to defer tax up to 12/31/2026 • Deferred capital gains • 5- and 10-year hold periods needed for step-up and exclusion benefits • Step-up in basis of 10% if held for 5 years (15% if held for 7 years • Su
Slide 13: OZ 2.0: Modernized Program (Starting 2027)
OZ 2.0: Modernized Program (Starting 2027) What Changes QROFs • New investments eligible beginning 01/01/2027 • 30% basis step-up • 5-year hold receives a 10% basis step-up • Targets municipalities under 50,000 people • 10-year tax-free appreciation preserved • 10-year no depreciation recapture pres
Slide 14: OZ 1.0 Stabilized Assets in an OZ 2.0 Ready Structure
OZ 1.0 Stabilized Assets in an OZ 2.0 Ready Structure Stabilized 1.0 assets may continue to be held inside a structure that remains compatible with the updated 2.0 program. Operating Real Estate Reduced Risk Broader Suitability Access to operating, income-producing real Less construction risk and mo
Slide 15: A Possible Bridge From OZ 1.0 to OZ 2.0
A Possible Bridge From OZ 1.0 to OZ 2.0 Opportunity Zone investing is said by some to be in a "dead zone." Most private QOF investors who enter now cannot exit before deferred gains become recognized on 12/31/2026, leaving them unable to reinvest into OZ 2.0 and therefore only achieving a 1-year def
Slide 16: Leadership Team
Leadership Team Brandon Lacoff Martin Lacoff Chief Executive Officer & Chairman of the Board Chief Strategy Officer & Board Member Lori Wortz Cody Laidlaw Chief Operating Officer Chief Business Development Officer IR@belpointeoz.com Ela Cole Vincent Prisco VP of Property Operations Chief Accounting
Slide 17: Investing with Belpointe OZ
Investing with Belpointe OZ 1 Expertise 2 Scale 3 Focus Belpointe OZ’s management team has Belpointe OZ has over $1.0 billion, in its Belpointe OZ’s management team extensive in-house real estate development pipeline.9 specializes in multifamily and mixed-use management, construction and projects, w
Slide 18: Summary
Summary Distinct Investment Platform Near-Term Revenue Visibility Compelling Entry Point Belpointe OZ offers the only QOF listed on With one asset more than 50% leased and Class A units are currently trading at a a national securities exchange, providing another in active lease-up, investors gain di
Slide 19: Get in Touch
Get in Touch We're here to help you navigate the unique opportunities within Belpointe OZ. Connect with our team to learn more. Email Us Visit Our Website Call Us IR@belpointeoz.com investors.belpointeoz.com 203-883-1944 19