Free Writing Prospectus - Filing Under Securities Act Rules 163/433 (fwp)
21 Novembre 2022 - 08:29PM
Edgar (US Regulatory)
Issuer
Free Writing Prospectus dated November 18, 2022
Filed
Pursuant to Rule 433
Registration
No. 333-255424




How
to Advise Clients on the First and Only Publicly Traded Opportunity Zone Fund
Investing
For 2022/23
Tax
Sheltering, Growth and Income Potential in the Face of Widespread Uncertainty
Want
to simplify the opportunity zone investment process for accredited and non- accredited investors alike?
Instead
of trying to decide which of the 8,700 Opportunity Zones might be the best investment … Brandon Lacoff, CEO and Founder of Belpointe
PREP, LLC (“Belpointe OZ”) simplifies the entire process.
He
will explain why he believes the optimal structure for investing in Opportunity Zones is a public real estate partnership structure.
You’ll
learn how a public real estate partnership structure, like Belpointe OZ, can offer several advantages over traditional real estate investments
when it comes to investing in Opportunity Zones, such as:
|
● |
Providing
for pass-through income, thereby avoiding double taxation for investors; |
|
● |
Providing
for pass-through depreciation, with no depreciation recapture if an investment is held for 10 years up to December 31, 2047; |
|
● |
Low
minimums for investor access; |
|
● |
Required
annual distributions of at least 90% of taxable income; |
|
● |
Up
to a 20% reduction on taxable distributions via Internal Revenue Code Section 199A; and |
|
● |
Providing
investors with greater control over their exit timing and amount. |
In
addition, you’ll learn how a publicly traded real estate partnership structure can further enhance the above stated benefits, as
follows:
|
● |
Clients
will not be asked to add additional capital for any type of improvements or problems with investment properties; |
|
● |
Providing
investors with better reporting, transparency, and oversight; Providing investors with the opportunity for daily liquidity; |
|
● |
Allowing
both accredited and non-accredited investors to access the investment class; and |
|
● |
Simplifying
the investment purchase process. |
Simply
put: you may be able to keep more money invested in your and your clients’ accounts and out of the hands of the IRS with an investment
opportunity with growth and income potential and a possible inflation and recession hedging side effect.

CIMA®,
CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Important
Information and Qualifications
Belpointe
PREP, LLC (“Belpointe OZ”) 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 liability interests in Belpointe
OZ. You should read Belpointe OZ’s most recent prospectus and the other documents that it has filed with the SEC for more complete
information about Belpointe OZ and the offering.
Investing
in Belpointe OZ’s Class A units involves a high degree of risk, including a complete loss of investment. Prior to making an investment
decision, you should carefully consider Belpointe OZ’s investment objectives and strategy, risk factors, fees and expenses and
any tax consequences that may results from an investment in Belpointe OZ’s Class A units. To view Belpointe OZ’s most recent
prospectus containing this and other important information visit sec.gov or belpointeoz.com. Alternatively, you may request Belpointe
OZ send you the prospectus by calling (203) 883-1944 or emailing claidlaw@belpointe.com. Read the prospectus in its entirety before making
an investment decision.
Neither
Belpointe OZ nor any of its affiliates provide investment or tax advice and do not represent in any manner that the outcomes described
herein will result in any particular tax consequence. You should consult with your own investment and tax advisers concerning the U.S.
federal, state and local income tax consequences, as well as any tax consequences under the laws of any other taxing jurisdiction, in
relation to your personal tax circumstances. Past performance is not an indicator or a guarantee of future performance. The price of
Belpointe OZ’s Class A will fluctuate in market value and may trade above or below its net asset value. Brokerage commissions and
expenses will reduce returns.

Belpointe PREP (AMEX:OZ)
Graphique Historique de l'Action
De Nov 2023 à Déc 2023
Belpointe PREP (AMEX:OZ)
Graphique Historique de l'Action
De Déc 2022 à Déc 2023