Belpointe Prep, LLC
Market Movers (8-K)
AMEX
Belpointe PREP, LLC has entered into a loan modification agreement extending the maturity date of a significant loan by one year and making a substantial principal paydown and fee payment.
AMEX
Belpointe PREP, LLC entered a Letter Agreement to acquire an indirect interest in a Connecticut property, issuing Class B units with structured put and call options.
Capital raise
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Belpointe PREP, LLC has secured a $204.14 million loan to refinance its Aster & Links property in Sarasota, Florida, extinguishing existing debt and supporting further lease-up.
Capital raise
AMEX
Belpointe PREP, through its subsidiaries, secured up to $204.1 million in new mortgage and mezzanine financing for its Aster & Links project, primarily to refinance existing debt.
Capital raise
AMEX
Belpointe PREP, through a subsidiary, has entered into an agreement to sell its 3.2-acre Nashville property for $19.3 million.
Delay expected
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Belpointe PREP, LLC announced the results of its annual unitholder meeting, confirming the election of two Class I directors and the ratification of its independent auditor.
Quarterly Earnings (10-Q)
AMEX
Belpointe PREP, LLC refinanced its Aster & Links property for $204.1 million, expecting significant interest savings, while reporting an increased net loss for the nine months ended September 30, 2025.
Capital raise
Worse than expected
AMEX
Belpointe PREP, LLC reported a significant increase in net loss for the second quarter and first half of 2025, despite substantial growth in rental revenue driven by new property developments.
Capital raise
Worse than expected
AMEX
Belpointe PREP, LLC reports increased revenue for Q1 2025, driven by the commencement of operations at Aster & Links, while continuing to invest in development projects.
Worse than expected
Capital raise
AMEX
10-Q: Belpointe PREP, LLC Reports Third Quarter 2024 Results, Cites Progress in Development Projects
Belpointe PREP, LLC reported a net loss for the third quarter of 2024, while highlighting progress in its real estate development projects and increased rental revenue.
Worse than expected
Capital raise
AMEX
10-Q/A: Belpointe PREP, LLC Reports Second Quarter 2024 Results; Amendment Filed for Certification Language
Belpointe PREP, LLC files an amended quarterly report to conform certification language, while reporting a net loss for the second quarter of 2024.
Worse than expected
AMEX
Belpointe PREP, LLC's first quarter 2024 results show a net loss of $3.981 million, impacted by increased development costs and interest expenses, alongside progress in real estate development projects.
Worse than expected
Delay expected
Capital raise
Annual Reports (10-K)
AMEX
Belpointe PREP, LLC files its annual report, highlighting its focus on commercial and mixed-use real estate within qualified opportunity zones and detailing its financial performance and investment activities for the year ended December 31, 2024.
Worse than expected
AMEX
Belpointe PREP, LLC files an amended 10-K report, primarily to conform language in certifications, while providing insights into its 2023 financial performance and operational activities.
Worse than expected
Capital raise
AMEX
Belpointe PREP, LLC's 2023 annual report highlights strategic real estate investments, financial performance, and compliance with regulatory requirements.
Worse than expected
Proxy Statements (Def-14A)
AMEX
DEF: Belpointe PREP Schedules 2025 Annual Meeting, Seeks Director Re-election and Auditor Ratification
Belpointe PREP, LLC announces its 2025 Annual Meeting of Unitholders to elect two Class I directors and ratify the appointment of CohnReznick LLP as its independent registered public accounting firm.
Capital raise
AMEX
Belpointe PREP, LLC will hold its Annual Meeting of Unitholders on December 13, 2024, to vote on the election of a Class III director and the ratification of the appointment of its independent registered public accounting firm.
AMEX
Belpointe PREP, LLC will hold its annual meeting of unitholders on December 19, 2024, to elect directors and ratify the appointment of its independent accounting firm.
Schedule 13G - Passive Investments
AMEX
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has increased its beneficial ownership in Belpointe PREP, LLC to 7.03% of Class A Units.
AMEX
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has filed an amended Schedule 13G, reporting a 7.03% beneficial ownership stake in Belpointe PREP, LLC as of December 31, 2024.
AMEX
Precision Wealth Strategies, LLC, an investment advisor, has filed a Schedule 13G, reporting beneficial ownership of 235,796 Class A Units, representing 6.5% of Belpointe PREP, LLC's outstanding shares as of November 24, 2021.