Rare wine has fascinated investors for centuries. Lifelong experience in this field is of great importance. Investing in wine is very complex, but done right, it can prove to be a very lucrative business. Over the past three decades, fine wine has demonstrated itself to be one of the top-performing assets, achieving a remarkable compound annual growth rate of 10%. 
Prices for rare wines have increased by over 100% in recent years. This demand is expected to increase even further as more wine lovers develop in the Asian region. The global wine market was valued at USD 339.53 Billion in 2020 and is expected to reach USD 456.76 Billion by 2028. 
 
Corked wine continues to mature after bottling and benefits from an additional price increase over time due to a higher intrinsic value. 
 
Putting a Rare Wine portfolio together is a journey that never really ends. However, what the right composition should look like is just the beginning. It is important to stay informed about the latest trends in order to make appropriate sales and additions to our selection. 
 
Key factors for wine as an investment: 
 
Region 
Choosing the right portfolio mix is similar to choosing on the stock market. We should avoid putting all our eggs in one basket and therefore diversify our portfolio across different wine regions. To this end, we should always keep a few classics from regions such as Piedmont, Tuscany, Bordeaux and Champagne in the portfolio. But it is also important to diversify not only across regions but also across countries and to include wines from Spain, Portugal, Switzerland and Austria, for example. 
 
Quality 
The first step towards success has been taken with the selection of wine regions for our portfolio. Now comes the main part of the research. Not every producer within these selected regions maintains the same quality standards. It is estimated that only 0.1% of the world's wine production reaches investment quality. Therefore, it is of utmost importance to select award-winning wines from top producers. 
 
Storage 
It is not enough to store carefully selected wines in an ordinary cellar if you expect serious returns. The importance of professional storage of wine is the key requirement to obtain world-renowned quality labels. Many auction houses won't even accept the wine if they feel that the storage requirements have not been met.

Name

Year

Origin

Region

Type

Grape

Bottle size

Quantity

Rating

Price

Splint Invest Platform Fee 
Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
 
External maintenance costs 
We are committed to providing the highest standards of storage, maintenance and insurance of your equipment on your behalf. The associated costs will be shared between the splint holders and included as an ongoing cost in relation to each asset. So if you own 1% of the wine bottles, your splint account will be charged 1% of the associated costs. Further details and breakdowns are listed in the factsheet for each investment. 
 
Exit fee 
When you sell an investment, you will be charged a flat fee of 2% of the transaction volume. This includes our expenses for sales on the secondary market, our costs for maintaining this market and our organisation of an asset sale at the end of the contract.

Why Invest in En-Primeur Wine? 
This is the first en primeur investment of the year on the platform. With en primeur (futures) wines, you invest in new wine that has not yet been bottled. However, en primeur wine is traded in bottles, not barrels. Buying en primeur wine for investment purposes is similar to the futures market: the wine is purchased before it has matured, as the buyer has a price expectation for the wine in the future. 
 
Why Invest in Wine from Léoville? 
Grand Cru Classé 
In the exclusive league of Bordeaux wineries, only a few justifiably claim the status of Grand Cru Classé. Among these outstanding names, Château Léoville Las Cases is undoubtedly an icon. 
 
Tradition 
The estate has belonged to the Delon family since the second half of the 19th century, and since then, it has established itself as a mainstay in the world of Bordeaux. The release price of the 2023 Leoville Las Cases is a full 40% lower than the 2022 vintage due to higher yields, offering significant potential. 
 
The expectation for the en primeur investment in wine from Château Léoville can be summarized as follows: it is an up-and-coming winery that consistently receives good wine reviews, and its bottle prices offer an excellent price-performance ratio.

The price of €25,050 includes the Splint Invest platform fee and external maintenance costs of €3,500. €21,550 can be allocated to the bottles. 
Platform Fee Splint Invest: Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
External maintenance costs: Shipping, handling, 9 years storage, and insurance.

Variable Costs

Ports Francs et Entrepôts de Genève SA,&nbsp;Route du Grand-Lancy 6a, 1211 Genève

40408_En Primeur_ Levoille

2019: was traded on the secondary market at a 38% increase two years after release (following subscription). 
 
The Liv-Ex Burgundy Index has recorded a value increase of 26.3% over the past five years.

Return

Leoville Las Cases is known among wine lovers for its outstanding quality at an extremely good price. 
 
In 2022, Leoville Las Cases received 18 scores of 100 points: This led to an extreme increase in brand recognition.

Stability

Wine from the Bordeaux subscription is still significantly younger than already marketed wines and therefore have a considerable potential for value appreciation.

En Primeur: Château Léoville Las Cases, 2023

Since the second half of the 19th century, the property has belonged to the Delon family, and since then, it has become a prominent figure in the world of Bordeaux.

Track Record

Berghaus &amp; Cie. GmbH is a Cologne-based company that offers wine as an alternative investment. They trade in the world's most exclusive wines.

Berghaus &amp; Cie. combines the traditional world of exquisite wines with that of modern investments. The combination of a traditional product with state-of-the-art technologies reflects our entrepreneurial approach: Disruptive Traditional 
 
Wine is not just a complement, but a real alternative to the usual forms of investment. A professional wine investment enriches investors with attractive returns and also offers an exciting future as a tangible asset. 
 
Berghaus &amp; Cie. was founded in 2021 by Tristan A. Berghaus, Martin Dammrath and Peter Irnich. In spring 2022, Dennis Pelzer was taken on as an investor. Since summer 2022, the company has successfully established itself on the German market.

Berghaus & Cie. GmbH

Managing Director 
 
Peter Irnich manages the commercial and operational processes at Berghaus &amp; Cie. He organises the optimal handling of your investment and ensures that your wines are safely stored under perfect conditions at all times. Following his commercial training, he studied business administration in Cologne. He has broad professional expertise in various sectors. After working for a management consultancy in the USA, he participated as managing partner in the founding of Berghaus &amp; Cie. He is intensively and steadily expanding his wine expertise. He is also certified by the Wine and Spirit Education Trust (WSET).

This is an investment opportunity where we have recalculated the expected performance given by the external expert (Berghaus &amp; Cie. GmbH)&nbsp;and have thus verified that a positive return can be expected after deduction of all costs for storage and insurance.

Furthermore, we have verified the existence, the professional storage and the insurance of the bottle.

En Primeur: Château Léoville Las Cases, 2023

Asset's Life Cycle Details

Storage location

Asset ID

Token terms

Expert

Category

Status

Total number of Splints

Date of issuance (launch)

Issue price per Splint

Investment horizon in years

Time period for the divestment

Documents

Aurelio

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