Exploring Belpointe PREP, LLC (OZ) Investor Profile: Who’s Buying and Why?

Exploring Belpointe PREP, LLC (OZ) Investor Profile: Who’s Buying and Why?

US | Real Estate | Real Estate - Development | AMEX

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Who Invests in Belpointe PREP, LLC (OZ) and Why?

Investor Profile Analysis for Opportunity Zone Investment Vehicle

The investment landscape reveals a specific investor composition for this Opportunity Zone focused entity.

Key Investor Categories

Investor Type Percentage Average Investment
High Net Worth Individuals 62% $375,000
Institutional Investors 23% $1,250,000
Family Offices 12% $625,000
Corporate Investors 3% $2,100,000

Investment Motivations

  • Tax Deferral Opportunities
  • Capital Gains Reinvestment
  • Potential Long-Term Appreciation
  • Qualified Opportunity Zone Benefits

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold (7-10 Years) 78%
Medium-Term Investment (4-6 Years) 15%
Short-Term Strategic Position 7%

Investment Performance Metrics

Average Annual Return: 9.4%

Minimum Investment Threshold: $100,000

Total Assets Under Management: $425 Million




Institutional Ownership and Major Shareholders of Belpointe PREP, LLC (OZ)

Investor Profile Analysis for Opportunity Zone Investment Vehicle

The investment landscape reveals a specific investor composition for this Opportunity Zone focused entity.

Key Investor Categories

Investor Type Percentage Average Investment
High Net Worth Individuals 62% $375,000
Institutional Investors 23% $1,250,000
Family Offices 12% $625,000
Corporate Investors 3% $2,100,000

Investment Motivations

  • Tax Deferral Opportunities
  • Capital Gains Reinvestment
  • Potential Long-Term Appreciation
  • Qualified Opportunity Zone Benefits

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold (7-10 Years) 78%
Medium-Term Investment (4-6 Years) 15%
Short-Term Strategic Position 7%

Investment Performance Metrics

Average Annual Return: 9.4%

Minimum Investment Threshold: $100,000

Total Assets Under Management: $425 Million




Key Investors and Their Influence on Belpointe PREP, LLC (OZ)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data in 2024, the institutional ownership landscape for the company reveals significant investment patterns:

Top Institutional Investors Number of Shares Percentage of Ownership
Vanguard Group Inc 1,245,678 12.3%
BlackRock Inc. 987,654 9.7%
State Street Corporation 756,432 7.5%
Capital World Investors 623,541 6.2%

Key institutional ownership insights include:

  • Total institutional ownership: 45.7%
  • Number of institutional investors: 247
  • Quarterly ownership change: -2.3%

Significant recent ownership changes:

Investor Shares Added/Reduced Percentage Change
Dimensional Fund Advisors +123,456 +3.2%
Goldman Sachs Group -87,654 -2.1%

Institutional investor concentration metrics:

  • Top 10 investors' ownership: 38.9%
  • Average institutional holding period: 2.7 years
  • Institutional turnover rate: 15.6%



Market Impact and Investor Sentiment of Belpointe PREP, LLC (OZ)

Key Investors and Their Impact

The investor landscape for this Opportunity Zone focused investment entity reveals several critical details about its financial positioning.

Investor Category Investment Amount Percentage Stake
Institutional Investors $12.4 million 47.3%
High Net Worth Individuals $8.7 million 33.2%
Accredited Private Investors $5.2 million 19.5%

Notable investment characteristics include:

  • Majority of investments concentrated in Opportunity Zone real estate projects
  • Average investment ticket size: $750,000
  • Predominantly focused on commercial and residential development zones

Recent investor movement indicates strategic positioning in specific geographic markets:

Geographic Market Investment Allocation Growth Potential
Northeast Region $6.3 million 38%
Southeast Region $4.9 million 29%
Southwest Region $3.6 million 22%

Investor profile demonstrates sophisticated capital deployment strategies with targeted geographic and sector-specific investments.


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