Why Bourbon Is the Latest Trend for Investors, and How to Get in on It Yourself

With the year now well underway, investors around the world are trying to make sense of the current state of the economy and what lies ahead for 2024. As traditional investments struggle with an uncertain trajectory, there’s one market that continues to ride a massive boom: bourbon.

Here’s why. At its core, it’s simple. With each year the spirit is left to age inside the barrel, it gains an increasing myriad of flavors, which commands a higher price than lesser aged varieties. I.e., it gains financial value over time. Think about it. Old bourbon generally costs more than young bourbon.

That’s great, you’re thinking, but how can I invest in bourbon?

CaskX just opened up their latest bourbon investment offerings. Get started today by requesting info & pricing here.

Request Info & Pricing

How CaskX Works

With the bourbon market continuing to grow at an unprecedented pace, the industry is struggling to ramp up production to meet rising demand. One of the biggest hurdles for distilleries is the cash required to produce bourbon. They must expend large amounts of cash and then wait 6 years, 10 years or even longer before they can sell the product. This long period of time makes it extremely difficult for distilleries to obtain sufficient financing to produce enough volume while still keeping their doors open.

CaskX solves this problem by connecting distilleries with investors. The investors purchase barrels of bourbon and hold them while they age, with the potential to realize significant gains when those barrels when they grow older.

It’s a win-win. Distilleries get the immediate cashflow they need and investors get access to an asset which has historically increased in value throughout all economic cycles.

An Asset That Gets Better With Time

Think about it like this. If you put a gold bar into a safe today and came back in 10 years you’d have the same gold bar. Nothing about it would have changed. Your hope would be that gold was more valuable at that time than when you purchased it, but such a price change would have been driven solely by changes in supply and demand. In contrast, if you purchase a barrel of whiskey today that is stored securely in a distillery warehouse and came back in 10 years, it would be an entirely different product. The whiskey contained within will have transitioned from new make distillate into a well-aged expression that has a vast range of flavors. And, most importantly to investors, the older the whiskey the more valuable it becomes.

An Asset That Gets Better With Time

Think about it like this. If you put a gold bar into a safe today and came back in 10 years you’d have the same gold bar. Nothing about it would have changed. Your hope would be that gold was more valuable at that time than when you purchased it, but such a price change would have been driven solely by changes in supply and demand. In contrast, if you purchase a barrel of whiskey today that is stored securely in a distillery warehouse and came back in 10 years, it would be an entirely different product. The whiskey contained within will have transitioned from new make distillate into a well-aged expression that has a vast range of flavors. And, most importantly to investors, the older the whiskey the more valuable it becomes.

The “Bourbon Boom” Continues

he combination of increased production, combined with rising prices for barrels has resulted in growth of the total inventory value unlike any period in history. Barrels in Kentucky alone are now worth more than $6 billion. The growth in barrel prices even as production rises demonstrates the bullish sentiment throughout the industry as, even with high inventories, distillers wonder how they will meet the unprecedented levels of demand over the next 10 years. And, since there is no substitute for time in bourbon production, barrel owners are keenly aware of the value of their holdings and unwavering on price points.

The “Bourbon Boom” Continues

he combination of increased production, combined with rising prices for barrels has resulted in growth of the total inventory value unlike any period in history. Barrels in Kentucky alone are now worth more than $6 billion. The growth in barrel prices even as production rises demonstrates the bullish sentiment throughout the industry as, even with high inventories, distillers wonder how they will meet the unprecedented levels of demand over the next 10 years. And, since there is no substitute for time in bourbon production, barrel owners are keenly aware of the value of their holdings and unwavering on price points.

The CaskX Platform

  • Direct Distillery Partnerships: CaskX works directly with distilleries to secure exclusive access to top tier spirits.
  • Secure Storage: All holdings are stored in distillery warehouse facilities for the duration of the investment.
  • Online Portal: Investors can login at any time to view their investments and all documentation.
  • Third Party Verification: An annual inspection is performed by third party to confirm that investor holdings match reported records.
  • Sell Any Time: After holding for the SEC-required 1 year holding period, you can sell investments any time you like.

The CaskX Platform

  • Direct Distillery Partnerships: CaskX works directly with distilleries to secure exclusive access to top tier spirits.
  • Secure Storage: All holdings are stored in distillery warehouse facilities for the duration of the investment.
  • Online Portal: Investors can login at any time to view their investments and all documentation.
  • Third Party Verification: An annual inspection is performed by third party to confirm that investor holdings match reported records.
  • Sell Any Time: After holding for the SEC-required 1 year holding period, you can sell investments any time you like.

Get Access To Current Bourbon Investments

Take the first step in exploring bourbon investment today by skipping the waitlist and getting immediate access to current investment offerings. Simply let us know where to send the information and you’ll receive it immediately.

Where should we send current offerings?

Accredited Investor Requirements

CaskX offerings are available exclusively to accredited investors. As per SEC requirements, you must meet one of the following requirements to qualify as an accredited investor.

You have annual income exceeding $200,000 ($300,000 for joint income) for the last two years.

You have a net worth of more than $1 million