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Belpointe OZ
Real Estate Investment
Greenwich, Connecticut, USA
Founded
--
Employees
--
Total Funding
$334.1M
Funding Rounds
2
Last Funding
2025-10-09
About Belpointe OZ
Belpointe OZ is a publicly traded Qualified Opportunity Fund (QOF) focused on tax-advantaged Opportunity Zone investments. The company aims to provide investors with opportunities to defer and eliminate capital gains taxes through strategic real estate investments in prime assets, offering near-term revenue potential and reduced construction risk.
Products & Services
Qualified Opportunity Fund (QOF) Investments:Investment in a publicly traded QOF with prime assets in lease-up or under construction, offering tax benefits like deferral and elimination of capital gains taxes, near-term revenue potential, and reduced construction risk.
Aster & Links:A 424-unit mixed-use development in downtown Sarasota, blending luxury living with retail spaces. Approximately 50% of residential units are leased as of October 2025, with Sprouts Farmers Market as an anchor tenant.
VIV:A development in St. Petersburg featuring two 15-story towers with 269 apartments and retail space. Leasing has begun, with amenities and parking spaces, located near key local attractions.
Specialties
Opportunity Zone Investments
Tax-Advantaged Investments
Luxury Mixed-Use Developments
Near-Term Revenue Generation
Reduced Construction Risk
Funding History
Debug: View Raw Funding Data
| # | Type | Amount Fields | Date Fields | Investors |
|---|---|---|---|---|
| 1 |
RT: Debt T: - FT: Debt |
A: 204140000 MR: - FA: 204.14 million FAN: 204140000 |
D: 2025-10-09 FD: 2025-10-09 |
1 investors |
| 2 |
RT: Debt T: - FT: Debt |
A: 130000000 MR: - FA: 130 million FAN: 130000000 |
D: 2023-06-07 FD: 2023-06-07 |
1 investors |
Debt
Latest
2025-10-09
$204.1M
1 investor (Pro only)
Debt
2023-06-07
$130.0M
Growth Metrics
+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active
Mock Up
Team & Leadership
No team data available
Team information is not yet available for this company
Recent News
Belpointe OZ Announces New Product Launch
2 days agoCompany unveils innovative solution to transform the industry, expanding market reach and capabilities...
Read more →Leadership Team Expands with Industry Veteran
1 week agoNew executive brings 20+ years of experience to accelerate growth and strategic initiatives...
Read more →Company Recognized as Industry Leader
2 weeks agoReceives prestigious award for innovation and customer satisfaction in competitive market...
Read more →Mock Up
Key Competitors
C1
Competitor Alpha
Series B · $50M raised
C2
Competitor Beta
Series C · $120M raised
C3
Competitor Gamma
Series A · $25M raised
C4
Competitor Delta
Seed · $10M raised
Mock Up
Company Details
- Website
- belpointeoz.com
- Industries
- Real Estate Investment
- Locations
-
Greenwich, Connecticut, USA
St. Petersburg, Florida
Greenwich, Connecticut
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