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Belpointe PREP, LLC (OZ)
USD45.21
-0.44 (-0.96%)
US AMEX Real Estate Real Estate - Development
Address
255 Glenville Road 6831
Greenwich, CT, US
Greenwich, CT, US
CEO
Brandon Eric Lacoff
Website
belpointeoz.com
IPO
2021-10-18
CIK 1807046 ISIN US0806941029
Description
Belpointe PREP, LLC specializes in the entire lifecycle of commercial real estate properties across the United States, from their initial identification and acquisition to their development, redevelopment, and ongoing management. Furthermore, the company's strategic focus extends to investing in and overseeing a diverse portfolio of real estate-related assets. This includes property-backed loans and mortgages, debt and equity instruments issued by other real estate enterprises, private equity investments, and the tactical acquisition of qualified opportunity funds and businesses within opportunity zones. Belpointe PREP, LLC was founded in 2020 and is headquartered in Greenwich, Connecticut.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Belpointe REIT, Inc. | BELP | 2021-04-21 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD45.21
-0.44 (-0.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
11.3K
Beta
0.28
Float Shares
3.90M
Free Float %
100.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.52% | -0.72% | -6.78% | -3.77% | -17.95% | -26.19% | -26.15% | -47.45% | -52.02% | -52.00% | -52.00% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
45.21
DCF (Unlevered)
15.01
-66.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Quality scores
Altman Z-Score
0.25
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Real Estate - Development: +9.7%+243.4% ★ Q1'26: +143.5% (vs Q1'25)
-
EPS growth Real Estate - Development: +20.5%-63.2% Q1'26: -19.6% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Development: +16.2%-329.5% Q1'26: -144.2% (vs Q1'25)
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EBIT margin Real Estate - Development: +19.8%-246.3% Q1'26: -127.2% (vs Q1'25)
-
ROIC Real Estate - Development: +3.2%-8.7% Q1'26: -4.1% (vs Q1'25)
-
Share dilution Real Estate - Development: +0.0%+2.7% Q1'26: +3.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Development: 1.93×-0.72× Q1'26: -29.80× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-19 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-18 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-15 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
133.81M
OE per share TTM
35.68
Owner's Yield
73.51%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
2,084.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
44
Total invested
71.25M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Empirical Financial Services, LLC. d.b.a. Empirical Wealth Management | 225.9K | 6.70% | 217.7K | — | 225.9K | — | IA | Washington | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
44
-2 vs prev Q
New positions
7
Closed positions
9
Increased
12
Reduced
9
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 248.1K -699.0 (-0.3%) | 16.13M +210.8K (+1.3%) | 6.71% -0.019 pp | 0.29% -0.031 pp | USD88.98 -26.9% | 17 qtrs — |
| 2 | PRECISION WEALTH STRATEGIES, LLC | 247.0K +— (+0.0%) | 16.06M +254.4K (+1.6%) | 6.68% +0.000 pp | 5.20% +0.076 pp | USD98.31 -33.9% | 17 qtrs — |
| 3 | BELPOINTE ASSET MANAGEMENT LLC | 219.2K -87.2K (-28.4%) | 14.26M -5.4M (-27.3%) | 5.93% -2.358 pp | 0.52% -0.234 pp | USD80.96 -19.7% | 17 qtrs — |
| 4 | UNITED ASSET STRATEGIES, INC. | 89.4K +3.9K (+4.6%) | 5.81M +343.9K (+6.3%) | 2.42% +0.106 pp | 0.45% +0.010 pp | USD95.90 -32.2% | 17 qtrs — |
| 5 | LIDO ADVISORS, LLC | 64.2K +64.2K (+100.0%) | 4.18M +4.2M (+100.0%) | 1.74% +1.737 pp | 0.01% +0.013 pp | USD65.03 +0.0% | 1 qtrs NEW |
| 6 | ADVISOR GROUP HOLDINGS, INC. | 56.3K +— (+0.0%) | 3.66M +58.0K (+1.6%) | 1.52% +0.000 pp | 0.01% +0.000 pp | USD65.07 -0.1% | 13 qtrs — |
| 7 | BROOKWOOD INVESTMENT GROUP LLC | 29.8K -41.0 (-0.1%) | 1.94M +28.1K (+1.5%) | 0.81% -0.001 pp | 0.23% -0.014 pp | USD64.43 +0.9% | 4 qtrs — |
| 8 | WEALTH ALLIANCE | 28.5K +— (+0.0%) | 1.85M +29.3K (+1.6%) | 0.77% +0.000 pp | 0.18% -0.006 pp | USD98.86 -34.2% | 17 qtrs — |
| 9 | MASON & ASSOCIATES INC | 25.4K +17.8K (+234.7%) | 1.65M +1.2M (+240.1%) | 0.69% +0.483 pp | 0.31% +0.213 pp | USD74.39 -12.6% | 16 qtrs — |
| 10 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 21.2K -221.0 (-1.0%) | 1.38M +7.7K (+0.6%) | 0.57% -0.006 pp | 0.04% -0.006 pp | USD69.02 -5.8% | 6 qtrs — |
| 11 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 18.4K +— (+0.0%) | 1.19M +18.9K (+1.6%) | 0.50% +0.000 pp | 0.00% 0.000 pp | USD82.88 -21.5% | 14 qtrs — |
| 12 | CETERA INVESTMENT ADVISERS | 18.3K +13.6K (+290.0%) | 1.19M +891.2K (+296.3%) | 0.50% +0.369 pp | 0.00% +0.001 pp | USD64.28 +1.2% | 8 qtrs — |
| 13 | MARINER, LLC | 17.5K -4.4K (-20.1%) | 1.14M -262.9K (-18.8%) | 0.47% -0.119 pp | 0.00% -0.001 pp | USD92.23 -29.5% | 17 qtrs — |
| 14 | LPL FINANCIAL LLC | 16.5K +— (+0.0%) | 1.07M +17.0K (+1.6%) | 0.45% +0.000 pp | 0.00% +0.000 pp | USD58.00 +12.1% | 7 qtrs — |
| 15 | U.S. CAPITAL WEALTH ADVISORS, LLC | 15.9K +— (+0.0%) | 1.03M +16.4K (+1.6%) | 0.43% +0.000 pp | 0.03% 0.000 pp | USD77.40 -16.0% | 5 qtrs — |
| 16 | KEYSTONE WEALTH SERVICES, LLC | 15.6K +— (+0.0%) | 1.01M +16.0K (+1.6%) | 0.42% +0.000 pp | 0.21% -0.004 pp | USD96.72 -32.8% | 17 qtrs — |
| 17 | B.O.S.S. RETIREMENT ADVISORS, LLC | 15.1K -45.0 (-0.3%) | 981.7K +12.7K (+1.3%) | 0.41% -0.001 pp | 0.31% +0.077 pp | USD77.40 -16.0% | 5 qtrs — |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 13.1K +— (+0.0%) | 851.0K +14.0K (+1.7%) | 0.35% +0.000 pp | 0.00% +0.000 pp | USD65.07 -0.1% | 5 qtrs — |
| 19 | KESTRA ADVISORY SERVICES, LLC | 10.5K +— (+0.0%) | 685.4K +10.9K (+1.6%) | 0.29% +0.000 pp | 0.00% 0.000 pp | USD80.33 -19.0% | 17 qtrs — |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 8.6K +8.6K (+100.0%) | 559.3K +559.3K (+100.0%) | 0.23% +0.233 pp | 0.00% +0.001 pp | USD65.03 +0.0% | 1 qtrs NEW |
| 21 | MUTUAL ADVISORS, LLC | 7.5K +— (+0.0%) | 487.7K +14.5K (+3.1%) | 0.20% +0.000 pp | 0.01% +0.000 pp | USD65.07 -0.1% | 3 qtrs — |
| 22 | — | 6.2K +6.2K (+100.0%) | 402.3K +402.3K (+100.0%) | 0.17% +0.167 pp | 0.29% +0.291 pp | USD65.03 +0.0% | 1 qtrs NEW |
| 23 | COPPELL ADVISORY SOLUTIONS LLC | 6.2K +2.6K (+72.8%) | 401.2K +173.4K (+76.1%) | 0.17% +0.070 pp | 0.04% +0.015 pp | USD60.96 +6.7% | 7 qtrs — |
| 24 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.1K -845.0 (-12.3%) | 393.6K -47.8K (-10.8%) | 0.16% -0.023 pp | 0.01% -0.001 pp | USD72.19 -9.9% | 9 qtrs — |
| 25 | BROWN ADVISORY INC | 5.6K +— (+0.0%) | 364.9K +5.8K (+1.6%) | 0.15% +0.000 pp | 0.00% +0.000 pp | USD77.40 -16.0% | 5 qtrs — |
| 26 | OUTLOOK WEALTH ADVISORS, LLC | 5.0K +— (+0.0%) | 324.9K +5.1K (+1.6%) | 0.14% +0.000 pp | 0.07% -0.006 pp | USD100.07 -35.0% | 17 qtrs — |
| 27 | SMART WEALTH LLC | 4.9K -1.0K (-17.1%) | 321.1K -60.1K (-15.8%) | 0.13% -0.028 pp | 0.10% -0.046 pp | USD92.27 -29.5% | 13 qtrs — |
| 28 | C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 4.9K +— (+0.0%) | 316.6K +5.0K (+1.6%) | 0.13% +0.000 pp | 0.02% +0.001 pp | USD69.02 -5.8% | 6 qtrs — |
| 29 | MORGAN STANLEY | 4.9K +1.7K (+52.1%) | 315.9K +111.4K (+54.5%) | 0.13% +0.045 pp | 0.00% +0.000 pp | USD78.47 -17.1% | 14 qtrs — |
| 30 | REAP FINANCIAL GROUP, LLC | 4.5K -30.0 (-0.7%) | 292.9K +2.7K (+0.9%) | 0.12% -0.001 pp | 0.06% -0.004 pp | USD77.25 -15.8% | 9 qtrs — |
| 31 | CITADEL ADVISORS LLC | 4.3K -1.5K (-25.9%) | 279.8K -92.0K (-24.7%) | 0.12% -0.041 pp | 0.00% +0.000 pp | USD64.00 +1.6% | 2 qtrs — |
| 32 | KINGSWOOD WEALTH ADVISORS, LLC | 4.3K -1.1K (-19.8%) | 278.2K -63.4K (-18.6%) | 0.12% -0.029 pp | 0.01% -0.007 pp | USD77.40 -16.0% | 5 qtrs — |
| 33 | UBS GROUP AG | 4.2K -702.0 (-14.2%) | 276.2K -40.6K (-12.8%) | 0.11% -0.019 pp | 0.00% +0.000 pp | USD68.47 -5.0% | 16 qtrs — |
| 34 | TEXAS YALE CAPITAL CORP. | 4.2K +— (+0.0%) | 273.1K +4.3K (+1.6%) | 0.11% +0.000 pp | 0.01% 0.000 pp | USD100.07 -35.0% | 17 qtrs — |
| 35 | FULTON BANK, N.A. | 4.1K +— (+0.0%) | 264.0K +4.2K (+1.6%) | 0.11% +0.000 pp | 0.01% +0.000 pp | USD97.72 -33.5% | 15 qtrs — |
| 36 | MONETA GROUP INVESTMENT ADVISORS LLC | 3.9K +— (+0.0%) | 255.9K +4.1K (+1.6%) | 0.11% +0.000 pp | 0.00% 0.000 pp | USD68.94 -5.7% | 6 qtrs — |
| 37 | RAYMOND JAMES FINANCIAL INC | 3.8K +250.0 (+7.0%) | 249.2K +19.9K (+8.7%) | 0.10% +0.007 pp | 0.00% +0.000 pp | USD76.59 -15.1% | 5 qtrs — |
| 38 | ABOUND WEALTH MANAGEMENT | 3.6K +— (+0.0%) | 237.0K +3.8K (+1.6%) | 0.10% +0.000 pp | 0.06% -0.003 pp | USD64.50 +0.8% | 4 qtrs — |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.4K +3.4K (+100.0%) | 220.2K +220.2K (+100.0%) | 0.09% +0.092 pp | 0.00% +0.000 pp | USD65.03 +0.0% | 1 qtrs NEW |
| 40 | INTEGRATED ADVISORS NETWORK LLC | 3.4K +— (+0.0%) | 217.9K +3.5K (+1.6%) | 0.09% +0.000 pp | 0.01% +0.001 pp | USD69.02 -5.8% | 17 qtrs — |
| 41 | AE WEALTH MANAGEMENT LLC | 3.3K +— (+0.0%) | 213.3K +3.4K (+1.6%) | 0.09% +0.000 pp | 0.00% 0.000 pp | USD64.00 +1.6% | 2 qtrs — |
| 42 | BANK OF AMERICA CORP /DE/ | 1.5K -1.0K (-39.9%) | 97.8K -62.5K (-39.0%) | 0.04% -0.027 pp | 0.00% +0.000 pp | USD77.23 -15.8% | 13 qtrs — |
| 43 | EASTERN BANK | 593.00 +— (+0.0%) | 38.6K +611.0 (+1.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD69.02 -5.8% | 6 qtrs — |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 400.00 +400.0 (+100.0%) | 26.0K +26.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD65.03 +0.0% | 1 qtrs NEW |
| 45 | FOUNTAINHEAD AM, LLC | 373.00 -62.0K (-99.4%) | 24.3K -4.0M (-99.4%) | 0.01% -1.677 pp | 0.04% -0.488 pp | USD76.82 -15.3% | 17 qtrs — |
| 46 | HILLTOP HOLDINGS INC. | — -30.7K (-100.0%) | — -2.0M (-100.0%) | 0.00% -0.831 pp | 0.00% -0.104 pp | USD— | 5 qtrs SOLD |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | — -3.9K (-100.0%) | — -250.0K (-100.0%) | 0.00% -0.106 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
Shares Outstanding
3.90M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brandon Eric Lacoff | Chairman of the Board & Chief Executive Officer | — | male |
| Cody Laidlaw | Chief Business Development Officer | — | female |
| Lori Wortz | Chief Operating Officer | — | female |
| Martin Lacoff | Director, Chief Strategic Officer & Principal Financial Officer | — | male |
| Vincent Prisco | Chief Accounting Officer | — | male |
ESG Rating
ESG Score History REAL ESTATE - DEVELOPMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for OZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
