Recent 8-K filings for OZ

• March 9, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  Belpointe PREP subsidiary makes $5M convertible loan to fund Darien, CT property acquisition

  BPOZ Tokeneke loaned $5M at 3.6% interest to 100 Tokeneke Road, LLC; convertible at $14.50/unit into Class A units of parent holding company.

• October 9, 2025, 7:59 PM ET debt materiality 0.70 positive item 1.01item 2.03item 9.01 ◈ Debt Financings

  Belpointe OZ secures $204M refinancing for Aster & Links; saves millions annually

  Refinanced $204.14M loan with Affinius Capital affiliate; initial advance of $172.83M closed Sept 29, 2025.

• October 3, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03 ◈ Debt Financings ×2

  Belpointe PREP enters $163.3M mortgage and $40.8M mezzanine loans for Sarasota project

  Mortgage loan up to $163.3M; initial advance $138.3M; SOFR + 1.5% interest.

• September 19, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01

  Belpointe PREP subsidiary agrees to sell Nashville land for $19.3M

  Sale price $19.3M for 3.2-acre land assemblage at 900 8th Avenue South, Nashville, TN.

• January 8, 2025, 6:59 PM ET regulatory materiality 0.65 negative item 3.01item 8.01item 9.01 ◈ Listing & Compliance Notices

  Belpointe OZ receives NYSE American noncompliance notice; annual meeting rescheduled to Jan 28

  Received NYSE American notice for failing to hold 2023 annual meeting by Dec 31, 2024.

• July 5, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03

  Belpointe subsidiary secures $104M construction loan for Viv project in St. Pete

  Loan up to $104M with interest at 3.8% + 1-month SOFR, secured by first-lien mortgage on Viv property.

Materiality & sentiment trend

Max materiality 0.70 · Median 0.55 · Most common event other_material

2 positive 1 negative 12 neutral

source · OZ on sec.gov