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 ×2

  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.

• May 31, 2023, 7:59 PM ET other material materiality 0.60 neutral item 8.01

  Belpointe PREP announces NAV per Class A unit of $99.82 as of March 31, 2023

  NAV per Class A unit $99.82, approved by Board on May 30, 2023.

• December 20, 2022, 6:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Belpointe PREP announces all outstanding loans repaid, including $30M related party loan repaid early

  Visco Loan ($5M, 6% rate, due Feb 2023) repaid in full on Dec 6, 2022.

• December 15, 2022, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Belpointe PREP acquires Nashville opportunity zone site for $16.2M

  Aggregate purchase price of $16.2 million, exclusive of transaction costs.

• July 1, 2022, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 8.01item 9.01

  Belpointe PREP invests $3.8M for majority stake in UConn-area development; commits $58.5M more

  Subsidiary originated $3.8M equity investment for majority ownership of CMC Storrs SPV, owner of 60-acre site near UConn.

• January 26, 2022, 6:59 PM ET other material materiality 0.60 neutral item 8.01

  Belpointe PREP raised $213.2M in Primary Offering from Oct-Dec 2021, aggregate $332.2M

  Issued 2,132,039 Class A units from Oct 7 to Dec 31, 2021, raising ~$213.2M gross.

• January 6, 2022, 6:59 PM ET other material materiality 0.70 neutral item 1.01item 9.01

  Belpointe PREP provides $30M loan to CEO-affiliated entity at 5% interest

  Loan of $30M to Norpointe, LLC, an affiliate of CEO Brandon Lacoff.

• December 15, 2021, 6:59 PM ET M&A materiality 0.65 neutral item 2.01item 9.01

  Belpointe acquires 99.99% interest in 418-unit Sarasota apartment development via debt satisfaction

  Acquired 99.99% interest in BPOZ 1991 Main from CEO-affiliate BI Holding for full satisfaction of $24.773M secured note.

• November 4, 2021, 7:59 PM ET M&A materiality 0.60 neutral item 2.01item 9.01

  Belpointe PREP acquires ~8-acre Nashville site for $20.8M; plans 412-unit apartment community

  Acquired two industrial buildings on ~8 acres in Nashville, TN for ~$20.825M plus transaction costs.

• October 14, 2021, 7:59 PM ET M&A materiality 0.70 positive item 2.01item 8.01item 9.01

  Belpointe PREP completes BREIT merger; Class A units to trade on NYSE American Oct 18

  Acquired BREIT, LLC via merger; each Belpointe REIT share exchanged for 1.05 Class A units.

Materiality & sentiment trend

Max materiality 0.70 · Median 0.55 · Most common event other_material

7 positive 2 negative 24 neutral

source · OZ on sec.gov