You're Invited: New Opportunity w/ Tax Advantages, Please Respond

How to protect capital gains from taxes by December 31, 2021 Please review the Complimentary White Paper and Belpointe OZ website and discuss with your investment advisors and tax professionals before the December 31st, 2021 Opportunity Zone deadline [Click Here]( To Download The White Paper: INVESTING IN OPPORTUNITY ZONES FOR TAX ADVANTAGES AND GROWTH Dear Investor, What if you made all the right moves – and you were still penalized for it? You navigated uncertain economic times. You’ve invested as wisely and carefully as you could. Your portfolio may have grown, and you could have a healthy nest egg as your reward. Except now you could be penalized. As those gains are realized, Uncle Sam comes to take his cut. And with a snap of the fingers, your profits have been reduced by 15% or more. Even if you did everything right, you could still be stuck paying for it. Capital gains tax is a reality for every investor. And with little recourse, most just put up their hands, shrug, and accept that taxes are part of the process: get taxed when you earn the money, get taxed when you profit from investing the money, get taxed when you spend the money. However, you may be able to offset your short and long-term capital gains from those taxes right now in an opportunity with growth and income-producing potential. It’s not an accounting trick or an offshore account; and there’s nothing seedy or illegal about it. In fact, it was created by the federal government – and if you take advantage of it before December 31st, 2021, you can maximize your protection even further. It’s called “Opportunity Zones” and it’s an investment available to all investors. How Opportunity Zones can benefit the investor – and the country. Qualified Opportunity Zones were created through the bipartisan Tax Cuts and Jobs Act of 2017 to encourage long-term investments in low-income urban and rural communities nationwide. Opportunity Zones are census tracts designated by the U.S. government. The Opportunity Zone program offers investors certain capital gains tax advantages. In short, if you invest in Opportunity Zones, you receive Federal and State (most states conform at least in some regard) tax advantages that you cannot get otherwise. And the best part? The United States has designated more than 8,700 Opportunity Zone tracts throughout the country - in every state and territory. Of course, you want to invest your money in vehicles that could offer a solid rate of return so that you can grow your investments. But the beauty of Opportunity Zones is that not only do you have the chance to grow your investment, you also have the ability to keep more. If you reinvest your capital gains from a prior investment dating back 180 days into an Opportunity Zone using a Qualified Opportunity Fund (“QOF”) before December 31st, you have the potential to lock in 4 capital gain tax benefits: - Deferral of Capital Gains Taxes: An Opportunity Zone investor’s capital gains taxes will be deferred until the earlier of December 31, 2026, or the date on which an inclusion event occurs, such as when the investment is sold. - Capital Gains Reduction: An Opportunity Zone investor can elect to receive an increase in basis equal to 10% of the deferred capital gains that are reinvested into the QOF if the QOF investment is held for a period of 5 years. - Capital Gains Tax Exemption: An Opportunity Zone investor who invests in a QOF can elect to receive an increase in basis equal to the fair market value of the investor’s QOF investment on the date of sale if the investment is held for a period of 10 years, up to December 31, 2047; thus an investor will not recognize capital gains from the appreciation in the QOF investment. - No Depreciation Recapture: In a typical capital asset sale transaction, for example the sale of a rental property, the IRS is going to recapture depreciation deductions taken during the period that rental property was held prior to its sale and tax them as ordinary income rather than capital gains. This is known as depreciation recapture. An Opportunity Zone investor who invests in a QOF, elects to receive an increase in basis equal to the fair market value of the investment on the date of sale, and holds the investment for a period of 10 years, up to December 31, 2047, will not recognize depreciation recapture from the appreciation in the investment. Simply put: you may be able to keep more of your money invested in your accounts and out of the hands of the IRS. As an individual investor, you may struggle to decide which of the 8,700 Opportunity Zones might be the best investments for you or how to land on the right QOF - and if you only have until December 31st to get the full benefits, you need to get information to make an informed decision that you can use to speak to your investment advisor. Belpointe OZ makes Opportunity Zone investing as simple as buying a stock: Simply look up ticker symbol “OZ” with your broker or on any platform like Schwab®, Robinhood®, E*Trade® or any brokerage firm where you hold your account. Why should you consider rolling your capital gains into OZ? Belpointe OZ (NYSE American: OZ) draws on a real estate team with decades of experience focusing on multifamily developments around the country. Why is this beneficial for unitholders?: - Multifamily rentals are generally less sensitive to economic fluctuations than other types of real estate. - These developments typically have more barriers to entry for new supply and are close to employment centers and transportation. - Strong demand for an income-producing property can provide a good dividend investment strategy. What this means for you is the potential for long-term dividends with the potential for capital appreciation. [Click here to get our white paper where you can learn more about how these Opportunity Zones benefits can help you to defer, reduce or possibly eliminate capital gains tax.]( There’s another benefit to OZ: more possibility for stability. OZ strives for stability at a time when you need it the most. In these uncertain economic times, you might be clamoring for stability – an investment where the underlying portfolio of real assets and rental cash flow in the face of volatile markets may show more stability. We’ve gone from a charging bull market to a volatile, uncertain market almost overnight. The “sure thing” investments from the past may no longer be sure. But here’s food for thought: Opportunity Zones could be an alternative real estate investment to consider ... and the possibility of a QOFs lower volatility based on its underlying real estate net asset value can be just one potential advantage they may offer. What other possible advantages can you get from Opportunity Zones that you may not get from a traditional real estate private equity fund? We’ve compiled an overview and breakdown of the strategic benefits in our white paper: Investing in Opportunity Zones for Tax Advantages and Growth: A Once-in-a-Lifetime Opportunity to Invest in High-Return Real Estate, Reduce Taxes, and Grow Wealth Tax-Free. This white paper is only available – [here](. Here are a few more highlights of why OZ could be the right move in the face of a volatile market: - Former AvalonBay® development and construction managers in-house – This means that our executives have “boots on the ground” experience and know-how to maximize project efficiency and streamline costs with every phase of the real estate development process and investment. By having this expertise and specialization, we feel that we are better positioned to deliver greater returns on our project investments and for investors like you. - Zero disposition fees, Zero unitholder servicing fee, 0.75% annual management fee, 5% carried interest – Other QOFs will nickel-and-dime you until they have taken a significant cut of your returns. But with Belpointe OZ (NYSE American: OZ), you don’t have to settle for that treatment. You can keep more of your money in your account, which is exactly what you want. - Long track record of ground-up developments within Opportunity Zones – Many funds are set up to take advantage of market trends or opportunities simply because they offer a chance to make some money. The leadership behind Belpointe OZ (NYSE American: OZ) is focused on Opportunity Zones because that’s where they have been for years. Now, these are only a few advantages. There are plenty more, and you can get a detailed breakdown of the potential benefits of an investment in Belpointe OZ (NYSE American: OZ) [by clicking HERE and getting your copy of our white paper Investing in Opportunity Zones for Tax Advantages and Growth A Once-in-a-Lifetime Opportunity to Invest in High-Return Real Estate, Reduce Taxes, and Grow Wealth tax-free.]( As with all investments, it is important to do your own due diligence and review these materials with your investment advisor and tax professional before investing. To your success, Cody Laidlaw Editor-in-Chief Belpointe OZ 255 Glenville Road Greenwich, CT 06831 T: (203) 883-1944 E: IR@belpointeoz.com [BelpointeOZ.com]( Download The White Paper: INVESTING IN OPPORTUNITY ZONES FOR TAX ADVANTAGES AND GROWTH [Click Here To Download White Paper]( P.S. Stay up to date with the latest developments in Opportunity Zone investing! The Opportunity Zone Confidential newsletter will be in your inbox every Thursday. Watch for it! You can Contact us at IR@belpointeoz.com or (203) 833 -1944. Disclosure: Cody Laidlaw is the Chief Investor Relations Officer of Belpointe PREP, LLC. Cody is also an investment advisor representative with Seaside Advisory Services, Inc. (d/b/a Seaside Financial & Insurance Services), a SEC registered investment adviser offering advisory accounts and services, and holds a long position in Belpointe PREP, LLC’s Class A units. Important Information and Qualifications Belpointe PREP, LLC (“Belpointe OZ”) has filed a registration statement (including a prospectus) with the U.S. Securities and Exchange Commission (SEC) for the offer and sale of up to $750,000,000 of Class A units representing limited liability interests in Belpointe OZ. You should read Belpointe OZ’s most recent prospectus and the other documents that it has filed with the SEC for more complete information about Belpointe OZ and the offering Investing in Belpointe OZ’s Class A units involves a high degree of risk, including a complete loss of investment. Prior to making an investment decision, you should carefully consider Belpointe OZ’s investment objectives and strategy, risk factors, fees and expenses and any tax consequences that may results from an investment in Belpointe OZ’s Class A units. To view Belpointe OZ’s most recent prospectus containing this and other important information visit sec.gov or belpointeoz.com. Alternatively, you may request Belpointe OZ send you the prospectus by calling (203) 883-1944 or emailing claidlaw@belpointe.com. Read the prospectus in its entirety before making an investment decision. This communication may not be distributed in any jurisdiction where it is unlawful to do so. Nothing in this communication is or should be construed as an offer to sell or solicitation of an offer to buy Belpointe OZ’s Class A units in any jurisdiction where it is unlawful to do so. Neither Belpointe OZ nor any of its affiliates provide investment or tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should consult their own investment and tax advisers concerning the U.S. federal, state and local income tax consequences, as well as any tax consequences under the laws of any other taxing jurisdiction, in relation to their personal tax circumstances, which may vary for prospective investors in different tax situations. This communication may contain estimates, projections and other forward-looking statements, typically identified by words and phrases such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “seek,” “should,” “will,” “would,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target” or the negative of such words and other comparable terminology. However, the absence of these words does not mean that a statement is not forward-looking. Any forward-looking statements expressing an expectation or belief as to future events is expressed in good faith and believed to be reasonable at the time such forward-looking statement is made. However, these statements are not guarantees of future events and involve risks, uncertainties and other factors beyond Belpointe OZ’s control. Therefore, we caution you against relying on any of these forward-looking statements. Actual outcomes and results may differ materially from what is expressed in any forward-looking statement. Except as required by applicable law, including federal securities laws, Belpointe OZ does not intend to update any of the forward-looking statements to conform them to actual results or revised expectations. AvalonBay is a registered trademark of AvalonBay Communities, Inc., which is not affiliated with Belpointe OZ. © 2021 Belpointe PREP, LLC. All rights reserved. --------------------------------------------------------------- DISCLAIMER: This communication includes advertising material and PAID ADVERTISEMENTS provided to our customers. Stocks and options trading have large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the stocks and options markets. Don't trade with money you can't afford to lose. This is neither a solicitation nor an offer to Buy/Sell stocks or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed in this report. The past performance of any trading system or methodology is not necessarily indicative of future results. All trades, patterns, charts, systems, etc., discussed in this report are for illustrative purposes only and not to be construed as specific advisory recommendations. Information contained in this correspondence is intended for informational purposes only and was obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted. For full disclaimer information, click [here](. This ad was sent by: Projected Trades 10006 Cross Creek Blvd Tampa Fl 33647 USA [Unsubscribe]( | [Change Subscriber Options](