Issuer
Free Writing Prospectus dated December 27, 2022
Filed
Pursuant to Rule 433
Registration
No. 333-255424
Volume
2, Edition 148 December 20, 2022
Subject
line — 2022 Capital Gains Tax Deferral Deadline Is Ticking Away
Headline:
Opportunity Zone Funds Shelter 2022 Taxes Until December 31, 2026
The
180-day lookback period for 2022—the maximum period for which you can reinvest realized capital gains into a Qualified Opportunity
Fund (“QOF”)—is ticking away. Once January 1, 2023 arrives, the window to defer capital gains realized in 2022 narrows
with each passing day.
One
of the most compelling aspects of QOFs, in my mind, is that the structure does not discriminate against the source of capital gains.
Investors who have realized capital gains in one or a variety of assets in the past 180 days, whether from the sale of real estate, stocks,
bonds, mutual funds, a business, collectibles, planes, boats, livestock, cryptocurrencies, precious metals, an interest in a partnership,
etc., should, in my opinion, seriously consider reinvesting those capital gains into a QOF—like Belpointe PREP, LLC (NYSE: American
“OZ”). Doing so will defer federal, and in most cases state, taxes on those capital gains until December 31, 2026 (provided
you continue to hold the QOF investment), plus having those gains reinvested in a QOF will provide for the potential of generating income
and capital appreciation, most or all of which may be tax-free.
Have
You Realized Capital Gains?
Defer
and Possibly Eliminate Capital Gains Tax Liability. The first and only publicly traded Opportunity Zone investment structure in the United
States.
We
spell out how this alternative can work for you in our updated white paper. Follow this link here to request the Publicly Traded
Opportunity Zone Investing White Paper.
Want
more information? There’s a wealth of detail on our website at https://investors.belpointeoz.com/ where investors and advisors
alike can learn about Belpointe PREP, LLC (“Belpointe OZ”) and some of its key features.
Have
questions as the year-end quickly approaches? Call today and I’ll take the time to answer as many of your questions about Belpointe
OZ and how reinvesting capital gains into a QOF can be utilized to offset capital gains tax obligations as I can. My direct number is
(203) 883-1944.
At
Belpointe OZ we consider 2022 to have been a year of incredible growth, with our portfolio of properties and property interests now sitting
at 15 holdings which are at varying stages of full-on buildout, development, redevelopment, demolition, architectural conception and
permitting. And, with our team of experienced development and construction experts leading the way, we are very excited for what the
year ahead will bring. Belpointe OZ currently has five properties in Sarasota, Florida, three in St. Petersburg, Florida, five in Nashville,
Tennessee, and two in Connecticut; and we’re just getting started. The plan forward into the new year is to continue to build out
full-featured Class-A apartment projects while also acquiring seasoned and stabilized assets that can generate income.
For
example, 1991 Main Street (“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, consisting of one-bedroom, two-bedroom and three-bedroom
apartments, and four-bedroom townhome-style penthouse apartments. 1991 Main will feature two high-rise buildings with approximately 51,000
square feet of retail space located on the first level, and approximately 721 parking spaces including 590 from an existing parking garage,
currently subject to a parking garage easement agreement, 104 new underground spaces and 27 new street level spaces. We anticipate amenities
at each building will include a clubroom, fitness room, center courtyard with heated, saltwater pool, grills and seating and rooftop
amenities, including a community room and a private dining area for private events as well as outdoor grills and seating. Adjacent to
the roof top amenities at each building, will be three guest units available to guests or families of residents for a fee. Each building
will have its own leasing office located in the entry lobby.
I
think it’s also important to mention, particularly considering the time-sensitivity around investors and advisors having to decide
whether investing in a QOF is a smart year-end choice, that Belpointe
OZ is the only QOF traded on a national securities exchange as a public real estate partnership structure. I would argue that this greatly
simplifies the process for all classes of investors and for those advising investors alike. I talk about this aspect of Belpointe OZ,
along with what I think are other key features of the structure, in a recent Wealth Management Magazine webinar that features
Belpointe OZ’s CEO Brandon Lacoff (which you can access here). I think the webinar really helps to highlight the salient
benefits and potential challenges of investing in Opportunity Zones.
Making
a list and checking it twice should be part of any due diligence process. Hence, I want to note some features that are common to all
QOFs, and some that are specific to Belpointe OZ, which
I have included in bold type:
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QOFs
provide for pass-through income, thereby avoiding double taxation for investors; |
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QOFs
provide for pass-through depreciation, with no depreciation recapture if an investment is held for 10 years, up to December 31, 2047; |
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QOFs
require annual distributions of at least 90% of taxable income; |
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QOFs
provide for up to a 20% reduction on taxable distributions via Internal Revenue Code Section 199A; |
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Belpointe
OZ provides for asset diversification; |
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Belpointe
OZ provides investors with greater control over their exit timing and amount; |
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Belpointe
OZ offers low minimums for investor access; |
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Belpointe
OZ unitholders will not be asked to add additional capital for any type of improvements or problems with investment properties; |
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Belpointe
OZ provides investors with better reporting, transparency, and oversight; |
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Belpointe
OZ provides investors with the opportunity for daily liquidity; |
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Belpointe
OZ allows both accredited and non-accredited investors to access the investment class; and |
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Belpointe
OZ simplifies the investment purchase process. |
Invest
in Opportunity Zones For Tax Advantages and Growth
Click
Here To Download The Latest White Paper
Further,
in its effort to disrupt the U.S. real estate industry, Belpointe OZ is charging among the lowest fees in the market:
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No
investors servicing fees; |
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No
disposition fees; |
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0.75%
annual management fee; and |
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5%
carried interest. |
It
is important to act quickly, as the 2022 clock for deferring capital gains taxes is ticking.
We
spell out how this alternative can work for you in our updated white paper. Follow this link to request the our Publicly Traded
Opportunity Zone Investing White Paper.
Have
questions about how Belpointe OZ (NYSE American: “OZ”) can provide opportunities for investment appreciation and income and
help you or your clients to defer or eliminate capital gains tax obligations?
Call
me, Cody Laidlaw, at (203) 883-1944. I can answer your questions and direct you to resources that will provide you with information about
the nuts and bolts of QOFs and opportunity zone investing, so you can start planning today.
You
can also follow this link here to request our updated White Paper.
Cody
H. Laidlaw
Editor-in-Chief
255 Glenville Road
Greenwich, CT 06831
T: (203) 883-1944
E: IR@belpointeoz.com
Disclosure:
Cody H. Laidlaw is the Chief Investor Relations Officer. Cody is also an investment advisor representative with Seaside Advisory
Services, Inc. (d/b/a Seaside Financial & Insurance Services), a SEC registered investment adviser offering advisory accounts and
services, and holds a long position in Belpointe PREP, LLC’s Class A units.
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.
This
communication may not be distributed in any jurisdiction where it is unlawful to do so. Nothing in this communication is or should be
construed as an offer to sell or solicitation of an offer to buy Belpointe OZ’s Class A units in any jurisdiction where it is unlawful
to do so.
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. Prospective investors should consult their 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 their personal tax circumstances, which may vary for prospective investors in different tax situations.
This
communication may contain estimates, projections and other forward-looking statements, typically identified by words and phrases such
as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,”
“may,” “plan,” “potential,” “predict,” “seek,” “should,” “will,”
“would,” “expect,” “objective,” “projection,” “forecast,” “goal,”
“guidance,” “outlook,” “effort,” “target” or the negative of such words and other comparable
terminology. However, the absence of these words does not mean that a statement is not forward-looking. Any forward-looking statements
expressing an expectation or belief as to future events is expressed in good faith and believed to be reasonable at the time such forward-looking
statement is made. However, these statements are not guarantees of future events and involve risks, uncertainties and other factors beyond
Belpointe OZ’s control. Therefore, we caution you against relying on any of these forward-looking statements. Actual outcomes and
results may differ materially from what is expressed in any forward-looking statement. Except as required by applicable law, including
federal securities laws, Belpointe OZ does not intend to update any of the forward-looking statements to conform them to actual results
or revised expectations.
©2022
Belpointe PREP, LLC. All rights reserved.
Belpointe PREP (AMEX:OZ)
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Belpointe PREP (AMEX:OZ)
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