secwatch / observer
8-K/A filed October 9, 2025, 7:59 PM ET ticker OZ CIK 0001807046
debt confidence high sentiment positive materiality 0.70

Belpointe PREP, LLC (OZ): debt financing — Belpointe OZ secures $204M refinancing for Aster & Links; saves millions annually

Belpointe PREP, LLC

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Belpointe PREP, LLC incurred loan of up to approximately $204.14 million in aggregate principal amount with SM Finance III LLC at Term SOFR (as defined in the Loan Agreements), subject to a 3.25% floor, plus (i maturing October 11, 2027.

Instrument
loan
Principal
up to approximately $204.14 million in aggregate principal amount
Counterparty
SM Finance III LLC
Rate
Term SOFR (as defined in the Loan Agreements), subject to a 3.25% floor, plus (i
Maturity
October 11, 2027
Event
incurrence
Exact text from the filing
On September 29, 2025, we, through our indirect majority-owned subsidiaries, BPOZ 1991 Main, LLC, a Delaware limited liability company (“BPOZ 1991 Main”), and BP Mezz 1991 Main, LLC, a Delaware limited liability company and holding company for BPOZ 1991 Main (“BP Mezz 1991 Main” and, together with BPOZ 1991 Main, the “Borrowers”), entered into a variable-rate mortgage loan agreement (the “1991 Main Mortgage Loan Agreement”) and variable-rate mezzanine loan agreement (the “1991 Main Mezzanine Loan Agreement” and, together with the 1991 Main Mortgage Loan Agreement, and all other agreements and instruments executed by the Borrowers or the Company in connection therewith, the “Loan Agreements”) with SM Finance III LLC, a Delaware limited liability company (the “Lender”), for up to approximately $204.14 million in aggregate principal amount (the “Loans”), of which a total of approximately $172.83 million was advanced at the closing (the “Initial Advance”). The Loans bear interest at a fluc
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315 debt financings filed in the last 30 days. Browse all debt financings →

Belpointe PREP, LLC filing history →

Source: SEC EDGAR
accession 0001493152-25-017622
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