Belpointe REIT, Inc.
BELP
New York Stock Exchange109.75
USD
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Belpointe REIT, Inc.
BELP
(New York Stock Exchange)
Recent
price
109.75
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Similar Companies
- Business
- Belpointe REIT, Inc. operates as a Maryland corporation focused on the acquisition, development, and redevelopment of real estate properties within qualified opportunity zones across the United States. The company's core product offerings include multifamily residential communities, student housing, senior living facilities, healthcare properties, industrial spaces, self-storage, hospitality assets, office buildings, mixed-use developments, data centers, and solar energy projects. It also invests in real estate-related assets such as commercial real estate loans, mortgages, and equity and debt securities of other real estate firms. Belpointe qualifies as a qualified opportunity fund, which enables it to provide tax-advantaged investment opportunities primarily targeting multifamily, retail, and office developments. Belpointe REIT's latest strategic developments include its merger with Belpointe PREP, LLC, which transitioned the business structure to a publicly traded partnership listed on the NYSE American Exchange under the ticker symbol OZ. This transition enhances its capital raising capabilities, liquidity, and tax benefits for investors. Recently, Belpointe OZ closed a $204.14 million refinancing deal with Affinius Capital LLC to refinance existing debt and support lease-up and stabilization efforts for its flagship property, Aster & Links, a 424-unit Class A multifamily and retail mixed-use development in Sarasota, Florida. Approximately 50% of the residential units are leased, anchored by Sprouts Farmers Market, which contributes to foot traffic and community engagement. The company continues to advance its Florida luxury property development, Viv, which is in the construction phase with leasing anticipated to commence shortly. Belpointe REIT, founded in 2018 and headquartered in Greenwich, Connecticut, targets a diversified set of real estate sectors within opportunity zones, aiming for long-term dividend income and capital appreciation. Its investment strategy emphasizes reducing construction risk by acquiring properties in lease-up or stabilized phases while leveraging tax incentives unique to opportunity zones. The firm actively pursues acquisitions, including opportunistic investments in other qualified opportunity funds and real estate-related businesses, serving a broad investor base with an emphasis on accessible entry points and tax-efficient income generation. The company operates nationwide with a portfolio concentrated in key markets such as Florida, Connecticut, and Tennessee, among others, delivering diversified real estate investment exposure. Its recent operational focus has included strategic refinancing and portfolio stabilization efforts intended to improve cash flow and increase investor distributions. Belpointe REIT also provides investors with advantages such as no upfront loads, moderate management fees, and significant tax benefits tied to its status as a qualified opportunity fund. Belpointe REIT’s unique position as the first publicly traded opportunity zone REIT aims to disrupt traditional real estate investment models by combining tax benefits with reduced risk and enhanced liquidity for its shareholders, maintaining an emphasis on commercial and residential real estate development and redevelopment within economically incentivized zones across the United States. This description reflects the company’s comprehensive product offerings, recent corporate restructuring, refinancing initiatives and geographic and sector diversification as of late 2025.