secwatch / observer

Belpointe PREP, LLC — fact timeline

Source-grounded facts extracted from Belpointe PREP, LLC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

OZ Belpointe PREP, LLC JSON
Material Agreements

Belpointe PREP, LLC entered into BPOZ Tokeneke Note with 100 Tokeneke Road, LLC valued at $5,000,000 (effective 2026-03-03).

“On March 3, 2026, Belpointe PREP, LLC (“we,” “us,” “our” or the “Company”), through our indirect wholly-owned subsidiary BPOZ 100 Tokeneke Holding, LLC, a Connecticut limited liability company (“BPOZ Tokeneke”), made a loan (the “BPOZ Tokeneke Loan”) in the principal amount of $5,000,000, evidenced by a convertible promissory note (the “BPOZ Tokeneke Note”), to 100 Tokeneke Road, LLC, a Connecticut limited liability company (“Tokeneke Road”).”
Material Agreements

Belpointe PREP, LLC entered into BPOZ Tokeneke Note with 100 Tokeneke Road, LLC valued at $5,000,000 (effective 2026-03-03).

“On March 3, 2026, Belpointe PREP, LLC (“we,” “us,” “our” or the “Company”), through our indirect wholly-owned subsidiary BPOZ 100 Tokeneke Holding, LLC, a Connecticut limited liability company (“BPOZ Tokeneke”), made a loan (the “BPOZ Tokeneke Loan”) in the principal amount of $5,000,000, evidenced by a convertible promissory note (the “BPOZ Tokeneke Note”), to 100 Tokeneke Road, LLC, a Connecticut limited liability company (“Tokeneke Road”).”
Material Agreements

Belpointe PREP, LLC entered into Letter Agreement with Daniel Suozzi (effective 2026-01-06).

“On January 6, 2026 (the “Effective Date”), Belpointe PREP, LLC (the “Company”), 100 Tokeneke Partners, LLC, a Delaware limited liability company and indirect minority-owned subsidiary of the Company (“Tokeneke Partners”), and Daniel Suozzi (the “Suozzi”) entered into a Letter Agreement (the “Letter Agreement”) in connection with a transaction in which Suozzi contributed his indirect ownership interest in certain real property”
Debt Financings

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.

“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”
Debt Financings

Belpointe PREP, LLC incurred loan of up to $40.8 million with SM Finance III LLC at Term SOFR plus 6.75% maturing October 11, 2027.

“entered into a mezzanine loan agreement (the “1991 Main Mezzanine Loan Agreement”) with the Lender, for up to $40.8 million in principal amount (the “1991 Main Mezzanine Loan”)”
Debt Financings

Belpointe PREP, LLC incurred mortgage of up to $163.3 million with SM Finance III LLC at Term SOFR plus 1.5% maturing October 11, 2027.

“entered into a variable-rate mortgage loan agreement (the “1991 Main Mortgage Loan Agreement”) with SM Finance III LLC, a Delaware limited liability company (the “Lender”), for up to $163.3 million in principal amount (the “1991 Main Mortgage Loan”)”
Listing & Compliance Notices

Belpointe PREP, LLC received a nyse_american deficiency notice notice regarding other.

“January 6, 2025, Belpointe PREP, LLC, a Delaware limited liability company (“Belpointe OZ, “we,” “us,” “our,” or the “Company”) received a letter from NYSE American LLC (“NYSE American”) indicating that, as a result of h”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.