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.

<div style="line-height: 1.5; font-family: Arial, sans-serif;">Valuation Summary 📝
<hr style="border: none; border-top: 1px solid #ccc;" /> 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 🚪

<hr style="border: none; border-top: 1px solid #ccc;" /> 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? 🍷

<hr style="border: none; border-top: 1px solid #ccc;" /> 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? 💎

<hr style="border: none; border-top: 1px solid #ccc;" /> 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 ⏳

<hr style="border: none; border-top: 1px solid #ccc;" /> 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 🎯

<hr style="border: none; border-top: 1px solid #ccc;" /> 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.</div>

The price of €29,950 includes the Splint Invest platform fee and external maintenance costs of €4,450. €25,500 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

40412_Super Tuscans

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.

Return

The Knight Frank 2024 index reveals that art has experienced a 146% increase in value over the past decade. 
 
Super Tuscans are among the most sought-after Italian wines and are extremely popular as flagship offerings in gastronomy, which gives them high price stability.

Stability

Release: 20&nbsp;September&nbsp;2024 - 9 AM&nbsp;CEST 
 
Super Tuscans are among the most sought-after Italian wines and are extremely in demand as flagship wines in the gastronomy sector.

Three Super Tuscans: Masseto, Sassicaia & Solaia - 81 Bottles

This offering contains three of the most prestigious wines from Tuscany. All of them are well acclaimed by critics and show a proved track record of quality and price increases over the past years.

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.

Three Super Tuscans: Masseto, Sassicaia & Solaia - 81 Bottles

Asset's Life Cycle Details

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Asset ID

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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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