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. 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 size was USD 364.25 billion in 2019 and is expected to reach USD 444.93 billion by 2027. During this forecast period, the CAGR (Compound Annual Growth Rate) is 6.06%. 
 
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

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Region

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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.

The 2019 vintage of Château Lafite Rothschild is one of the most outstanding vintages of the winery ever, which is also illustrated by the ratings of the two most respected wine critics in the world. Both James Suckling and Robert Parker Wine Advocate rate the wine from the 1er Grand Cru Classé stronghold of Pauillac with the highest score of 100 points. While the Lafite already shows excellent ageing potential in the standard format (0.75 L.), it offers even better ageing potential as a double magnum (3 L.). In the large format (3L.), Château Lafite Rothschild matures even better than in the standard bottle due to the slower oxidation and enjoys greater demand due to the lower production volume, among other things. 
 
Considering the reference vintage 2015, which was "only" awarded 99/100 points by James Suckling and recorded a five-year performance of 38.16%, investors can also expect future profits from Château Lafite Rothschild 2019. Since release in June 2020, the wine has generated a return of 47.66% and offers a long-term investment horizon based on the ratings from the international trade press and especially in the large format on offer. 
 
Apart from the fact that Château Lafite Rothschild is an ideal investment object, its history allows its own portfolio to shine in royal splendour. For several centuries, Lafite Rothschild has been an integral part of the crème de la crème and has enjoyed great popularity among kings, princes and heads of state. For example, it was already particularly appreciated at the French royal court in the 18th century. After the return of the Maréchal de Richelieu from Bordeaux to Paris, King Louis XV said to him "I am tempted to believe that you are twenty-five years younger than when you left for Guyenne." To which the Maréchal replied "Does not Your Majesty know that I have found the famous Fountain of Youth? I discovered that the wine of Château Lafite is a generous, hearty delicacy and comparable to the ambrosia of the gods of Olympus."

The price of €45,900 includes the Splint Invest platform fee and external maintenance costs of €8,050. €37,800 can be allocated to the bottles. 
Platform Fee Splint Invest:&nbsp;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

30401 Château Lafite Rothschild - 2019

Since the first release of the 2019 vintage in June 2020, the price of the wine has increased by +47.7%. 
 
The 2015 vintage wine has received 99 points from Robert Parker The Wine Advocate and has increased in value by 38 % over the last five years.

Return

Since the release of the 2019 vintage, there has been no downward correction in value which underlines the stability. 
 
In the large format (3L.), Château Lafite Rothschild matures even better than in the standard bottle due to the slower oxidation and enjoys greater demand due to the lower production volume, among other things.

Stability

Since the first sale in June 2020, the price of the wine has already increased by 47.7%.

Three reasons to invest:

<ul>
	<li>The legendary vintage has received 100 points from Robert Parker and James Suckling.</li>
	<li>Since the first sale, the average annual increase in value is 16.7 %.</li>
	<li>Only about 1,700 double-magnum bottles were produced from this vintage.</li>
</ul>

Château Lafite Rothschild, 2019

Château Lafite Rothschild, one of the oldest and most famous wineries in the world, was founded in 1787. 
 
It was first known as Château Brane-Mouton and renamed Château Mouton-Rothschild when Baron Nathaniel de Rothschild acquired the estate in 1853.

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.

Château Lafite Rothschild, 2019

Asset's Life Cycle Details

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Documents

Aurelio

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