Belpointe PREP, LLC Secures New Loan Agreement

Ticker: OZ · Form: 8-K · Filed: Oct 3, 2025 · CIK: 1807046

Belpointe Prep, LLC 8-K Filing Summary
FieldDetail
CompanyBelpointe Prep, LLC (OZ)
Form Type8-K
Filed DateOct 3, 2025
Risk Levelmedium
Pages3
Reading Time4 min
Key Dollar Amounts$163.3 million, $114.1 million, $138.3 million, $40.8 million, $34.6 million
Sentimentneutral

Sentiment: neutral

Topics: debt-financing, material-agreement

TL;DR

Belpointe PREP just took out a new loan, adding to their debt obligations.

AI Summary

On September 29, 2025, Belpointe PREP, LLC entered into a material definitive agreement, specifically a loan agreement. This agreement creates a direct financial obligation for the registrant, indicating new debt financing for the company.

Why It Matters

This filing indicates Belpointe PREP, LLC has taken on new debt, which could impact its financial leverage and future investment capacity.

Risk Assessment

Risk Level: medium — Taking on new debt can increase financial risk if not managed effectively, but it can also fund growth opportunities.

Key Players & Entities

  • Belpointe PREP, LLC (company) — Registrant
  • September 29, 2025 (date) — Date of earliest event reported
  • October 3, 2025 (date) — Date of report

FAQ

What is the specific nature of the material definitive agreement entered into by Belpointe PREP, LLC?

The filing indicates the agreement is a loan agreement, creating a direct financial obligation for the registrant.

When was the earliest event reported in this 8-K filing?

The earliest event reported was on September 29, 2025.

What is the principal executive office address for Belpointe PREP, LLC?

The principal executive offices are located at 255 Glenville Road, Greenwich, Connecticut 06831.

What is the IRS Employer Identification Number for Belpointe PREP, LLC?

The IRS Employer Identification Number is 84-4412083.

Under which section of the Securities Exchange Act of 1934 is this Form 8-K being filed?

This Form 8-K is being filed pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934.

Filing Stats: 887 words · 4 min read · ~3 pages · Grade level 13.1 · Accepted 2025-10-03 17:21:09

Key Financial Figures

  • $163.3 million — ility company (the "Lender"), for up to $163.3 million in principal amount (the "1991 Main Mor
  • $114.1 million — On the Effective Date, approximately $114.1 million of the initial $138.3 million advance o
  • $138.3 million — oximately $114.1 million of the initial $138.3 million advance of proceeds under the 1991 Main
  • $40.8 million — Agreement") with the Lender, for up to $40.8 million in principal amount (the "1991 Main Mez
  • $34.6 million — On the Effective Date, approximately $34.6 million of the initial advance of proceeds unde
  • $17.1 million — zanine Loan together with approximately $17.1 million from the Initial Mortgage Loan Advance

Filing Documents

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Dated: October 3, 2025 BELPOINTE PREP, LLC By: /s/ Brandon E. Lacoff Brandon E. Lacoff Chairman of the Board and Chief Executive Officer

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