HomeWealth ManagementAdvise purchasers on First and Solely Publicly Traded Alternative Zone Fund

Advise purchasers on First and Solely Publicly Traded Alternative Zone Fund


Investing For 2022/23

Tax Sheltering, Progress and Revenue Potential within the Face of Widespread Uncertainty

Need to simplify the chance zone funding course of for accredited and non-accredited buyers alike?

As a substitute of attempting to determine which of the 8,700 Alternative Zones is likely to be the most effective funding … Brandon Lacoff, CEO and Founding father of Belpointe PREP, LLC (“Belpointe OZ”) simplifies the complete course of.

He’ll clarify why he believes the optimum construction for investing in Alternative Zones is a public actual property partnership construction.

You’ll find out how a public actual property partnership construction, like Belpointe OZ, can provide a number of benefits over conventional actual property investments on the subject of investing in Alternative Zones, reminiscent of: 

  • Offering for pass-through revenue, thereby avoiding double taxation for buyers;
  • Offering for pass-through depreciation, with no depreciation recapture if an funding is held for 10 years as much as December 31, 2047;
  • Low minimums for investor entry;
  • Required annual distributions of at the very least 90% of taxable revenue;
  • As much as a 20% discount on taxable distributions through Inside Income Code Part 199A; and
  • Offering buyers with higher management over their exit timing and quantity.

As well as, you’ll find out how a publicly traded actual property partnership construction can additional improve the above acknowledged advantages, as follows:

  • Purchasers won’t be requested so as to add further capital for any sort of enhancements or issues with funding properties;
  • Offering buyers with higher reporting, transparency, and oversight;
  • Offering buyers with the chance for day by day liquidity;
  • Permitting each accredited and non-accredited buyers to entry the funding class; and
  • Simplifying the funding buy course of.

Merely put: you could possibly maintain extra money invested in your and your purchasers’ accounts and out of the arms of the IRS with an funding alternative with progress and revenue potential and a doable inflation and recession hedging facet impact.

Sponsored by

 

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Brandon Lacoff

CEO and Founder

Belpointe PREP, LLC (NYSE American: OZ)

 

David Bodamer – Host

Government Director of Content material & Person Engagement

Wealth Administration Actual Property

 

Essential Data and {Qualifications}

Belpointe PREP, LLC (“Belpointe OZ”) has filed a registration assertion (together with a prospectus) with the U.S. Securities and Trade Fee (SEC) for the provide and sale of as much as $750,000,000 of Class A models representing restricted legal responsibility pursuits in Belpointe OZ. You need to learn Belpointe OZ’s most up-to-date prospectus and the opposite paperwork that it has filed with the SEC for extra full details about Belpointe OZ and the providing

Investing in Belpointe OZ’s Class A models includes a excessive diploma of threat, together with an entire lack of funding. Previous to investing resolution, it is best to fastidiously take into account Belpointe OZ’s funding goals and technique, threat elements, charges and bills and any tax penalties that will outcomes from an funding in Belpointe OZ’s Class A models. To view Belpointe OZ’s most up-to-date prospectus containing this and different vital data go to sec.gov or belpointeoz.com. Alternatively, chances are you’ll request Belpointe OZ ship you the prospectus by calling (203) 883-1944 or emailing [email protected] Learn the prospectus in its entirety earlier than investing resolution.

Neither Belpointe OZ nor any of its associates present funding or tax recommendation and don’t symbolize in any method that the outcomes described herein will lead to any specific tax consequence. You need to seek the advice of with your individual funding and tax advisers in regards to the U.S. federal, state and native revenue tax penalties, in addition to any tax penalties below the legal guidelines of another taxing jurisdiction, in relation to your private tax circumstances. Previous efficiency just isn’t an indicator or a assure of future efficiency. The value of Belpointe OZ’s Class A will fluctuate in market worth and should commerce above or beneath its web asset worth. Brokerage commissions and bills will scale back returns.

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