Belpointe PREP LLC

OZ

64.625USD

+0.365+0.57%

Close 09/18, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

89 / 117

Overall Ranking

417 / 4723

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

--

Current Rating

--

Target Price

--

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Belpointe PREP, LLC is focused on identifying, acquiring, developing, or redeveloping and managing commercial real estate located within qualified opportunity zones. At least 90% of its assets consist of qualified opportunity zone property. Its primary investment objectives are to preserve, protect and return your capital contribution; to pay attractive and consistent cash distributions over the long term; to grow net cash from operations so that an increasing amount of cash flow is available for distributions to investors over the long term; and to realize growth in the value of its investments. Its investments consist of properties located in qualified opportunity zones for the development or redevelopment of multifamily, student housing, senior living, healthcare, industrial, self-storage, hospitality, office, mixed-use, data centers and solar projects located throughout the United States and its territories. The Company is externally managed by Belpointe PREP Manager, LLC.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 92.31% year-on-year.

Growing

The company is in a growing phase, with the latest annual income totaling USD 2.67M.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 210.50.

Fairly Valued

The company’s latest PB is 0.85, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 1.39M shares, decreasing 17.29% quarter-over-quarter.

The company's current financial score is 5.53, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 2.00M, representing a year-over-year increase of 421.35%, while its net profit experienced a year-over-year increase of 61.59%.

Score

Industry at a Glance

Previous score

5.53

Change

0



Financials

8.90

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.34

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

2.77

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

2.85

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

6.80

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.44. Its current P/E ratio is -7.49, which is 75.46% below the recent high of -13.15 and -275.41% above the recent low of -28.14.

Score

Industry at a Glance

Previous score

1.20

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 89/117

No Data

There is no earnings forecast score for this company; the Investment Banking & Investment Services industry's average is 7.27.

Score

Industry at a Glance

Previous score

0.00

Change

0

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 9.13, which is higher than the Investment Banking & Investment Services industry's average of 7.45. Sideways: Currently, the stock price is trading between the resistance level at 66.68 and the support level at 60.44, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.99

Change

0.14

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-17

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Belpointe Asset Management LLC

306.49K

+2.72%

Empirical Wealth Management

251.70K

-1.81%

Precision Wealth Strategies, LLC

243.93K

+3.45%

United Asset Strategies, Inc.

85.97K

-1.10%

Fountainhead AM, LLC

59.60K

+15.06%

CW Advisors, LLC

43.94K

--

Ratio Wealth Group, LLC

36.79K

--

Wealth Alliance

28.47K

--

Brookwood Investment Group LLC

38.20K

--

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1

2

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The company’s current risk assessment score is 2.91, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.40. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Belpointe PREP LLC

OZ

3.98 /10

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