Opus One 2021 (90 bottles)
Main reasons to invest
Return Potential📈: An investment of 500 EUR could reach an estimated value of 1,259 EUR in 9 years.
Cost-to-Return Ratio⚖️: After deducting 2.6% in annual total costs (including exit fees), your net return could reach 10.8% per year.
A Taste of Legacy 🍷: Investing in the Opus One 2021 90-bottle bundle is securing a piece of timeless craftsmanship. This vintage is a testament to the perfect harmony of Napa Valley innovation and Bordeaux tradition, crafted for those who value excellence. Beyond financial returns, it offers a story to share and a legacy to pass down—celebrating milestones and creating unforgettable memories for generations to come.
Description
Valuation Summary 📝
To ensure the competitiveness of the investment, we conducted a thorough verification of the purchase price by analyzing the prices on the wine exchange Liv-Ex and the lowest bond prices on Wine-Searcher. Our analysis confirmed that the price offered, inclusive of all associated fees, is competitive as the price is 1% below the current Liv-Ex price. To estimate the potential ROI, we used this wine's average annual price increase in the first 5 years after the release for comparable vintages. Our bottles were as well just recently released and therefore we expect a similar price development pattern. For our conservative scenario, we assumed the value of the wine would grow at the rate of Swiss inflation, reflecting a defensive approach. In the balanced scenario, we used the average annual price increase of the 2005 vintage since its release in October 2008. Finally, in the ambitious scenario, we used the average annual price increase of the 2005 vintage since its release in October 2003.
Exit Options at Maturity 🚪
We will manage the exit strategy on behalf of our investors, ensuring the best possible outcome based on market conditions at the time. Depending on the prevailing market situation, the bottles will be sold to private collectors or offered as single lots at a wine auction. An auction is considered if the price has developed to the point where the minimum bid matches the market value and there is high demand for these bottles. Both options are carefully considered, and we will choose the one that maximizes the return for our investors.
Why Invest in This Category? 🍷
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%.
Why Invest in This Asset? 💎
The Opus One 2021 vintage represents a rare opportunity to invest in a masterpiece of winemaking. Produced in limited quantities, this vintage captures the perfect balance of Napa Valley’s innovation and Bordeaux’s traditional refinement. Its outstanding critical acclaim, with ratings like 100/100 from Jane Anson and 99/100 from James Suckling, assures its status as an investment-grade wine. Furthermore, the impact of the 2025 California wildfires has reduced production across the region, enhancing the scarcity and future desirability of earlier vintages like the 2021. As fine wine continues to outperform traditional markets, with vintages historically appreciating by up to 80% within five years, the 90-bottle bundle offers not only financial returns but also a tangible connection to history, craftsmanship, and exclusivity. Stored professionally, these bottles will appreciate in value while offering the option of personal enjoyment or future sale.
Context in Time ⏳
The 2021 Opus One vintage arrived during a period of global challenges, from pandemic-era supply disruptions to subsequent climate crises. The 2025 California wildfires have highlighted the fragility of fine wine production, making the 2021 vintage a symbol of resilience and scarcity in an increasingly competitive luxury market.
Conclusion 🎯
The Opus One 2021 vintage combines scarcity, critical acclaim, and investment potential, offering a unique opportunity for collectors and investors alike. Verified pricing below market benchmarks and expected strong ROI ensure competitiveness, while professional management of storage and exit strategies further enhance value. As a symbol of resilience and craftsmanship, this investment delivers both tangible financial returns and the intangible reward of owning a piece of winemaking history.
Expert
Berghaus & Cie. GmbH is a Cologne-based company that offers wine as an alternative investment. They trade in the world's most exclusive wines.