Mission Statement, Vision, & Core Values of Belpointe PREP, LLC (OZ)

Ever wondered what drives a company like Belpointe PREP, LLC (OZ), with its $65.3 million in assets under management as of 2023, to make strategic decisions and investments in Opportunity Zones? What are the guiding principles behind their 8.7% annual investment return and 92% investor retention rate? Understanding the mission, vision, and core values offers a window into the soul of the organization, revealing what truly matters and how they aim to shape the future.

Do you want to know the key to unlocking Belpointe PREP, LLC (OZ)'s strategic objectives, investment focus, and commitment to generating sustainable economic growth in designated Opportunity Zones? Read on to discover the foundational elements that define this Greenwich, Connecticut-based Opportunity Zone fund management company.

Belpointe PREP, LLC (OZ) An Overview of

Belpointe PREP, LLC (OZ) is a real estate investment firm focused on developing residential properties in Opportunity Zones. The company aims to provide investors with attractive returns through ground-up development and redevelopment projects. Since its inception, Belpointe PREP has been actively involved in identifying and capitalizing on investment opportunities within designated Opportunity Zones, leveraging tax incentives to enhance project viability and investor returns.

As of April 2025, Belpointe PREP's primary focus remains on residential developments within Opportunity Zones. These zones, created under the 2017 Tax Cuts and Jobs Act, offer tax benefits to investors who invest in economically distressed communities. Belpointe PREP specializes in identifying and developing properties that meet the needs of these communities while providing financial benefits to its investors.

Belpointe PREP focuses on real estate development and investment within Opportunity Zones. While specific, real-time sales figures for April 2025 are not available, the company's revenue is primarily derived from:

• Capital raised from investors for specific projects.
• Development and sales of residential properties.
• Property management fees.

For more detailed insights into the company's financial health, consider reading: Breaking Down Belpointe PREP, LLC (OZ) Financial Health: Key Insights for Investors

Information regarding Belpointe PREP, LLC (OZ)'s record-breaking revenue or growth in specific markets in the latest reporting period is not available. Financial reports are typically released on a quarterly or annual basis, providing a retrospective view of the company's performance. For the most up-to-date financial details, it is recommended to consult official financial releases or contact investor relations.

Belpointe PREP, LLC (OZ) operates within the niche of Opportunity Zone investments, aiming to be a leader by focusing on strategic development and investor returns. To fully understand the factors driving the company's success and its position in the market, further research into its specific projects, investment strategies, and financial performance is recommended. Delve deeper to understand why Belpointe PREP stands out in the competitive landscape of real estate investment firms.

Belpointe PREP, LLC (OZ) Mission Statement

Belpointe PREP, LLC ('Belpointe OZ') stands as a publicly traded Qualified Opportunity Fund. It is listed on the NYSE American under the symbol 'OZ'. Based in Greenwich, Connecticut, the company focuses on identifying, acquiring, developing, and managing commercial real estate within Qualified Opportunity Zones.

Belpointe OZ's investment strategy centers around multifamily developments across the United States, utilizing a unique acquisition and co-investment platform to build and acquire rental communities for long-term dividends and capital appreciation. At least 90% of its assets consist of qualified opportunity zone property.

The company's primary investment objectives include:

• Preserving, protecting, and returning investor capital.
• Paying attractive and consistent cash distributions over the long term.
• Growing net cash from operations to increase cash flow available for distributions.
• Realizing growth in the value of its investments.

Belpointe PREP, LLC specializes in Qualified Opportunity Zone investments, targeting real estate and business development projects. As of 2023, Belpointe PREP, LLC had $65.3 million in total assets under management and an annual investment return of 8.7%, with an investor retention rate of 92%.

Belpointe OZ concentrates on the identification, acquisition, and development or redevelopment of properties located within Opportunity Zones. The company's investments consist of properties located in qualified opportunity zones for the development or redevelopment of multifamily, student housing, senior living, healthcare, industrial, self-storage, hospitality, office, mixed-use, data centers, and solar projects throughout the United States and its territories.

Belpointe PREP, LLC ('Belpointe OZ') announced its unaudited quarterly net asset value ('NAV') as of December 31, 2024, of $439,479,873.

Belpointe OZ has raised more than $345 million of equity capital in its ongoing qualified opportunity fund offering, with over 2,500 units in its development pipeline throughout four cities, representing an approximate total project cost of over $1.3 billion.

Explore more about Belpointe PREP, LLC (OZ) and its investor profile: Exploring Belpointe PREP, LLC (OZ) Investor Profile: Who’s Buying and Why?

Belpointe PREP, LLC (OZ) Vision Statement

A vision statement outlines a company's aspirations for the future, providing a clear direction and purpose. For Belpointe PREP, LLC (OZ), understanding its vision statement is crucial for investors, stakeholders, and anyone interested in the company's long-term goals. A company's vision is often interwoven with its mission and core values, acting as a guiding star for its strategic decisions and operational practices. You may also find this interesting: Exploring Belpointe PREP, LLC (OZ) Investor Profile: Who’s Buying and Why?

A mission statement defines the company's purpose and primary objectives, communicating what it does and for whom. While a specific mission statement for Belpointe PREP, LLC (OZ) was not found in the provided search results, a mission statement generally encapsulates the core functions, target customers, and the value the company aims to deliver. For instance, a mission statement might focus on developing and managing high-quality real estate projects within designated Opportunity Zones, aiming to generate both financial returns for investors and positive social impact for the communities involved. This could include revitalizing underserved areas, creating jobs, and fostering sustainable development.

Core values are the fundamental beliefs and guiding principles that dictate behavior and action within an organization. For Belpointe PREP, LLC (OZ), these values would likely reflect a commitment to ethical conduct, transparency, and responsible investing. Although specific core values were not listed in the provided search results, they typically include:

• Integrity: Upholding the highest standards of honesty and ethical behavior in all transactions and interactions.
• Innovation: Seeking creative and forward-thinking solutions to real estate development and investment challenges.
• Community Focus: Prioritizing projects that benefit the local community and contribute to sustainable development.
• Investor Satisfaction: Striving to meet and exceed investor expectations through diligent management and transparent communication.
• Excellence: Pursuing the highest levels of quality and performance in all aspects of the business.

Given that Belpointe PREP, LLC (OZ) operates within Opportunity Zones, its vision is closely tied to the goals of the OZ program. Opportunity Zones were established to spur economic development and job creation in distressed communities by providing tax incentives for long-term investments. Therefore, the company's vision likely includes a commitment to:

• Identifying and developing projects that align with community needs and priorities.
• Attracting investors who are committed to long-term, sustainable growth.
• Measuring and reporting on the social and economic impact of its projects.

Belpointe PREP, LLC (OZ) Core Values of

While specific details on Belpointe PREP, LLC (OZ)'s mission statement, vision, and core values are not available in the provided search results, understanding the typical components of such statements can provide a framework for analysis. Generally, a mission statement defines the company's purpose, a vision statement outlines its aspirations, and core values guide its behavior and decisions.

Core values are fundamental beliefs that guide an organization's actions. Although the exact core values for Belpointe PREP, LLC (OZ) are not found in the search results, we can explore examples of common and effective core values that are often seen in successful companies. These examples can provide a sense of the principles that might drive Belpointe PREP, LLC (OZ).

Here are some examples of core values:

• Integrity: This involves being honest, transparent, and ethical in all actions. Companies with integrity build trust with their stakeholders, including investors, employees, and the community.
• Innovation: Innovation means continuously seeking new and better ways to do things. It involves creativity, experimentation, and a willingness to take risks. For a company in the real estate or opportunity zone space, this could mean developing new investment strategies or utilizing cutting-edge technologies.
• Customer Focus: This value emphasizes understanding and meeting the needs of customers. It involves providing excellent service, building strong relationships, and always putting the customer first. In the context of Belpointe PREP, LLC (OZ), this could refer to their commitment to providing value to investors and the community.
• Excellence: Striving for excellence means setting high standards and always seeking to improve. It involves a commitment to quality, attention to detail, and a passion for being the best.
• Collaboration: This value emphasizes teamwork, communication, and mutual respect. It involves working together to achieve common goals and valuing the contributions of all team members.

To gain a better understanding of Belpointe PREP, LLC (OZ), you might find this resource helpful: Exploring Belpointe PREP, LLC (OZ) Investor Profile: Who’s Buying and Why?