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Three Super Tuscans: Masseto, Sassicaia & Solaia - 81 Bottles
Asset value
29.900 €
Issue price per Splint
50 €
Total number of Splints
599
Investment horizon in years
7 to 9
Return-to-Risk Assessment
7/10
Since launch September ‘24
-0.2%
Main reasons to invest
Return Potential📈: An investment of 500 EUR is projected to be worth approximately 1,246 EUR in 9 years.
Cost-to-Return Ratio⚖️: After deducting 2.6% in annual total costs (including exit fees), your net return could reach 10.7% per year.
Highest Quality 🍷: The 2021 vintage is recognised as one of the best in Tuscany since 2016, further enhancing the value of these wines. As flagship offerings in the gastronomy sector, they are not only in high demand but also represent a well-rounded investment with significant appreciation prospects.
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 highly competitive as the price is 2% below the current Liv-Ex price. To estimate the potential ROI, we used the average annual price increase of the comparable 2016 vintages and the current price spread to the 2016 vintage. For our conservative scenario, we assumed the value would grow at the rate of Swiss inflation, reflecting a defensive approach. In the balanced scenario, we used the 2016 vintage price increase over the last 5 years. Finally, in the ambitious scenario, we calculated the average growth of the 2016 vintage over the past 5 years and added the annualised price spread of the 2021 vintage compared to the 2016 vintage.
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? 💎
Investing in Super Tuscans—Masseto, Sassicaia, and Solaia—represents a remarkable opportunity for wine enthusiasts and collectors. These wines are celebrated as exemplary Super Tuscans, a prestigious category known for high-quality blends that often include non-native grape varieties. This classification signifies a departure from traditional Italian wine regulations, resulting in exceptional wines that have earned global acclaim. Each of these wines boasts impressive aging potential, developing further complexity and finesse over time. Their prestige is well-established both within Italy and internationally, making them highly sought-after assets in the wine market. The recent performance of these wines underscores their investment value. Over the past five years, Masseto has appreciated by +50.25%, Sassicaia by +69.49%, and Solaia by +63.98%, reflecting strong growth and consistent demand. These figures highlight the robust market performance and the substantial return potential of investing in these Super Tuscans. The packaging of this investment allows for an advantageous exit strategy, providing flexibility and potential for lucrative returns. Additionally, the 2021 vintage is recognized as one of the best in Tuscany since 2016, further enhancing the value of these wines. As flagship offerings in the gastronomy sector, they are not only in high demand but also represent a well-rounded investment with significant appreciation prospects. Investing in this asset aligns with a strategy focused on both immediate and long-term returns in the high-end wine market.
Context in Time ⏳
Super Tuscans like Masseto, Sassicaia, and Solaia have achieved exceptional acclaim, with their value rising significantly over recent years. The 2021 vintage, acclaimed as the best since 2016, further enhances their investment potential.
Conclusion 🎯
Investing in Super Tuscans—Masseto, Sassicaia, and Solaia—offers a compelling opportunity due to their prestige, proven appreciation, and exceptional 2021 vintage, promising strong returns and long-term value.
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 highly competitive as the price is 2% below the current Liv-Ex price. To estimate the potential ROI, we used the average annual price increase of the comparable 2016 vintages and the current price spread to the 2016 vintage. For our conservative scenario, we assumed the value would grow at the rate of Swiss inflation, reflecting a defensive approach. In the balanced scenario, we used the 2016 vintage price increase over the last 5 years. Finally, in the ambitious scenario, we calculated the average growth of the 2016 vintage over the past 5 years and added the annualised price spread of the 2021 vintage compared to the 2016 vintage.
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? 💎
Investing in Super Tuscans—Masseto, Sassicaia, and Solaia—represents a remarkable opportunity for wine enthusiasts and collectors. These wines are celebrated as exemplary Super Tuscans, a prestigious category known for high-quality blends that often include non-native grape varieties. This classification signifies a departure from traditional Italian wine regulations, resulting in exceptional wines that have earned global acclaim. Each of these wines boasts impressive aging potential, developing further complexity and finesse over time. Their prestige is well-established both within Italy and internationally, making them highly sought-after assets in the wine market. The recent performance of these wines underscores their investment value. Over the past five years, Masseto has appreciated by +50.25%, Sassicaia by +69.49%, and Solaia by +63.98%, reflecting strong growth and consistent demand. These figures highlight the robust market performance and the substantial return potential of investing in these Super Tuscans. The packaging of this investment allows for an advantageous exit strategy, providing flexibility and potential for lucrative returns. Additionally, the 2021 vintage is recognized as one of the best in Tuscany since 2016, further enhancing the value of these wines. As flagship offerings in the gastronomy sector, they are not only in high demand but also represent a well-rounded investment with significant appreciation prospects. Investing in this asset aligns with a strategy focused on both immediate and long-term returns in the high-end wine market.
Context in Time ⏳
Super Tuscans like Masseto, Sassicaia, and Solaia have achieved exceptional acclaim, with their value rising significantly over recent years. The 2021 vintage, acclaimed as the best since 2016, further enhances their investment potential.
Conclusion 🎯
Investing in Super Tuscans—Masseto, Sassicaia, and Solaia—offers a compelling opportunity due to their prestige, proven appreciation, and exceptional 2021 vintage, promising strong returns and long-term value.
Expert
Berghaus & Cie. GmbH
Berghaus & Cie. GmbH is a Cologne-based company that offers wine as an alternative investment. They trade in the world's most exclusive wines.
Additional details
Asset ID
779bca72-b1b0-45a8-b2ad-cf435d818f57
Name
Masseto, Sassicaia, Solaia
Year
2021
Origin
Italy
Region
Tuscany
Type
Red-wine
Grape
Masseto 2021: Merlot, Sassicaia 2021: Cabernet Franc – Cabernet Sauvignon, Solaia 2021: Cabernet Sauvignon, Sangiovese
Bottle size
750ml each
Quantity
Masseto 2021: 6 bottles (2 cases of 3), Sassicaia 2021: 42 bottles (7 cases of 6), Solaia 2021: 33 bottles (11 cases of 3)
Rating
Masseto 2021: 100 points Antonio Galloni, Sassicaia 2021: 100 points Robert Parker, Solaia 2021: 100 points Antonio Galloni
Price
per bottle Masseto 2021: 590 EUR, Sassicaia 2021: 295 EUR, Solaia 2021: 290 EUR
