Belpointe Prep, Llc · AMEX:OZ
Belpointe Prep — Investor Presentation (November 2024)
18 slides from Belpointe Prep's investor presentation, November 2024
Slide 1: Belpointe OZ Investment Deck
Belpointe OZ Investment Deck November 2024
Slide 2: Forward-Looking Statements
Forward -Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which reflect the current views of Belpointe PREP, LLC (“Belpointe OZ,” “
Slide 3: Company Overview
Company Overview Belpointe PREP, LLC (“Belpointe OZ,” “we,” “us” or “our”) (NYSE American: OZ) is actively developing a portfolio of multifamily and mixed-use projects in strategically selected opportunity zone markets with long-term growth potential throughout the U.S. As a leading qualified opport
Slide 4: The Opportunity
The Opportunity 1 Near-Term Revenue Potential Belpointe OZ provides investors with the opportunity to invest in a QOF that already has a prime asset leasing up, offering the potential for near-term revenue generation. Unlike other QOFs, that are raising capital for projects still in early developmen
Slide 5: About Belpointe
About Belpointe Our 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 $5 billion in assets under management, legal serv
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® and Greystar®. Belpointe is fully integrated with real estate development, co
Slide 7: Investment Strategy
Investment Strategy Ground -Up Multifamily Developments Belpointe OZ continues to focus on ground-up multifamily developments and the acquisition of other QOFs with stabilized multifamily assets across the U.S. Geographic Locations Belpointe OZ targets metropolitan areas and sub-markets within 75 mi
Slide 8: Case Study – Aster & Links
Case Study – Aster & Links Aster & Links is a 424 unit, best-in-class multifamily community located in the high-growth downtown district of Sarasota, FL. Its location has a walkability score of 90, placing it within walking distance of shopping, dining, and cultural attractions.4 The property is als
Slide 9: Case Study – Viv
Case Study – Viv Viv is a 269 unit, best-in-class multifamily community located in the high-growth EDGE district of St. Petersburg, FL. The project is approximately 61% complete, featuring high-end amenities, 335 parking spaces, and retail space. Positioned in the vibrant downtown, just 1 mile from
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-up or under construction 13 Cities The portfolio spans key locations across the East Coast, focusing on high-growth areas in Connecticut, Tennessee,
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 1700 Main Sarasota, FL Mixed-use 180 +/- Pre-development Viv St. Petersburg, FL Mixed-use 269 Under Construction (61+%) 900 Eighth Nashville, TN Mixed-use 300
Slide 12: Team
Team Brandon Lacoff Martin Lacoff Lori Wortz Cody Laidlaw Chief Executive Officer Chief Strategy Officer Chief Operating Officer Chief Business Development Officer Contact Me IR@belpointeoz.com Eric Fenton Ela Cole Adam Snitkoff, Esq. Vice President of Development Vice President of Property Vice Pre
Slide 13: Investing with Belpointe OZ
Investing with Belpointe OZ 1 Expertise 2 Scale 3 Focus Belpointe OZ’s management team has Belpointe OZ has over $1.3 billion, in its Belpointe OZ’s management team extensive in-house real estate development pipeline.14 specializes in multifamily and mixed- management, construction and use projects,
Slide 14: Join Us in Investing in Belpointe OZ
Join Us in Investing in Belpointe OZ The Opportunity Consider investing in a QOF currently leasing a major asset that could be stabilized and potentially generating cashflow within 16 months with another project well on its way to completion. Market Leadership Capitalize on Sarasota and St, Pete's,
Slide 15: Take the Next Step
Take the Next Step 1 Contact Us by Clicking 2 Schedule a Tour 3 Join Our Vision Here Experience Aster & Links firsthand Consider becoming a part of Reach out to our team with any with a personalized property tour. Belpointe OZ's growth. questions or to obtain additional information and a copy of ou
Slide 16: Investor Relations Contact
Investor Relations Contact Email: Phone: IR@belpointeoz.com (203) 883-1944 Websites: Headquarters: belpointeoz.com 255 Glenville Road, Greenwich, CT 06831
Slide 17: Notes to Slides
Notes to Slides 1. On August 30, 2024, we announced that our net asset value as of June 30, 2024 was equal to $98.24 per Class A unit. 2. Assets maintained through Belpointe Asset Management, LLC, a SEC registered investment advisor. 3. Based on proprietary internal data maintained by Belpointe, LLC
Slide 18: Important Information and Qualifications
Important Information and Qualifications Important Information and Qualifications Belpointe PREP has filed 2 registration statements (including a prospectus) with the U.S. Securities and Exchange Commission (the “SEC”) for the offer and sale of up to $1,500,000,000 of Class A units representing limi
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