Belpointe Prep, Llc · AMEX:OZ
Belpointe Prep — IPO Roadshow (December 2021)
26 slides from Belpointe Prep's IPO roadshow presentation, Dec 27, 2021
Slide 1: NYSE.
NYSE. American = December 2021 Issuer Fre
Slide 2: Today’s Presenters
Today’s Presenters S; NYSE. American = Brandon E. Lacoff Chief Executive Officer Chairman of the Board of Directors NYSE. American = Cody Laidlaw Chief Investor Relations Officer
Slide 3: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regardi 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. In some cases, you can identify forward-looking st
Slide 4: Important Information and Disclosures
Important Information and Disclosures This presentation highlights basic information about Belpointe PREP, LLC (“Belpointe OZ”) and its offering, because this is a summary it does not contain all of the information that you should consider before investing in Belpointe O2Z’s Class A units. Belpointe
Slide 5: “Do Good While Doing Good”
OL “Do Good While Doing Good”
Slide 6: OZ Belpointe — Overview
OZ Belpointe — Overview Belpointe PREP, LLC (NYSE: OZ) is the first and only publicly traded “Opportunity Zone” fund, which is now disrupting the real estate investment industry with its unique combination of development expertise and its unparalleled investment platform. OZ is conducting an ongoing
Slide 7: Opportunity Zone Investing
OL Opportunity Zone Investing
Slide 8: Opportunity Zone Investing — Overview
OZ Opportunity Zone Investing — Overview What are Opportunity Zones? Opportunity Zones were created through the Tax Cuts and Jobs Act of 2017. Opportunity Zones are low- income census tracts nominated by U.S. State Governors and certified by the U.S. Department of the Treasury, to encourage investor
Slide 9: Opportunity Zone Map
OZ Opportunity Zone Investing — Opportunity Zone Map
Slide 10: Opportunity Zone Investing — Tax Advantages
OZ Opportunity Zone Investing — Tax Advantages Under Section 1400Z of the Tax Cuts and Jobs Act of 2017, investors who elect to reinvest their capital gains into Opportunity Zones will receive multiple capital gains tax benefits. Capital Gains Tax Benefits: OZ Deferral of Capital Gains Taxes: Capita
Slide 11: State Income Tax Advantages
OZ Opportunity Zone Investing - State Income Tax Advantages State conformity with Federal guidelines on Opportunity Zones at the Individual level: The following States, shown in blue, have chosen to follow Federal guidelines on deferral of tax through investments in Opportunity Zones. A State’s conf
Slide 12: Structural Advantages
OL Structural Advantages
Slide 13: OZ Structural Advantages
OZ Structural Advantages PREP Advantages Actively managed real estate by experienced real estate professionals. Greater diversification by geographic locations and asset types. Pass-through depreciation to investors. Ability to make quarterly distributions.” Annual distributions of at least 90% of o
Slide 14: Investing without Construction Risk
OZ Investing without Construction Risk OZ being uniquely structured as a publicly traded partnership Qualified Opportunity Fund allows OZ to acquire other Qualified Opportunity Funds after their investments have been completed and stabilized. Stabilized Asset Acquisitions: Being the only Opportunity
Slide 15: OZ Investment Strategy
OZ Investment Strategy OZ's investment strategy is centered on ground-up multifamily developments and the acquisition of other Qualified Opportunity Funds with stabilized multifamily assets throughout the United States, using the following fundamental investment considerations. Geographic Locations:
Slide 16: OZ Risk Mitigation
OZ Risk Mitigation OZ’s unique combination of risk mitigating strategies will provide its unitholders with the opportunity for long-term distributions and capital appreciation while lowering risk. Development & Construction Oversight: We believe Belpointe’s unique real estate team of former AvalonBa
Slide 17: Fund Asset Overviews
OL FUND ASSET OVERVIEWS December 2021
Slide 18: Market: Sarasota
Market: Sarasota 1991 Main Street, Sarasota, Florida 1991 Main, located at the intersection of Main Street and Links Avenue in downtown Sarasota, Florida, will be redeveloped into an approximately 418+ apartment home community. 1991 Main will feature two high-rise buildings with approximately 55,000
Slide 19: Market: Sarasota
iD Market: Sarasota f [ ISS See S22 5219 i = 1700 Main, located on Main Street between Pine Street and Indian Street in downtown Sarasota, Florida, will be redeveloped into an approximately 160+ apartment home community. 1700 Main will feature one, ten-story building with approximately 7,000 sq.ft.
Slide 20: 1701 Ringling Boulevard, Sarasota, Florida
1701 Ringling Boulevard, Sarasota, Florida Market: Sarasota 1701 Ringling is an existing, six-story, approximately 80,000 sq.ft. office building, formerly owned by Frontier Communications Corporation. 1701 Ringling is located between Main Street and Ringling Boulevard, two primary roads, in downtown
Slide 21: 1000 First Avenue North, St. Petersburg, Florida
1000 First Avenue North, St. Petersburg, Florida 338 EEE Et EI EEEEE] Market: St. Petersburg EEE] 3543 a The Towers at 1000 First Avenue North are located at 902-1020 First Avenue North in downtown St Petersburg, Florida. We acquired six contiguous parcels, comprising 1.6-acres of land, which we ant
Slide 22: Market: Nashville Eighth Avenue
Market: Nashville 900 Eighth Avenue, Nashville, Tennessee nn ll | WAI os 900 Eighth is an eight-story apartment building, that will feature approximately 265 apartments and approximately 10,700 sq.ft. of retail space in central Nashville, Tennessee. The new apartments will be steps away from The Gul
Slide 23: Market: Nashville
Market: Nashville Nashville No. 2, Nashville, Tennessee (Rendering and Map Omitted) We anticipate that Nashville No. 2 will feature an approximately 410+ apartment home community in two, six-story buildings. Nashville No. 2 is located in an emerging area of Nashville and features riverfront living a
Slide 24: Storrs Road Mansfield, Connecticut
Storrs Road Mansfield, Connecticut Market: Mansfield Storrs Road is an approximately 9-acre site located 2.7 miles from the University of Connecticut. We anticipate that Storrs Road will be a future multifamily development.
Slide 25: OZ Belpointe - Track Record Investment
OZ Belpointe - Track Record Investment Belpointe’s historical track record includes the development of “Baypointe”, which is a Class A direct waterfront apartment community in downtown Stamford, Connecticut, which is located in an Opportunity Zone. Description of the Baypointe Development: Baypointe
Slide 26: Investor Relations contact
Investor Relations contact: Cody Laidlaw claidlaw@belpointe.com Headquarters: 255 Glenville Road