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 Jan 2023 à Fév 2023
Belpointe PREP (AMEX:OZ)
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De Fév 2022 à Fév 2023