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.

Investment horizon

Number of Splints

Name

Year

Origin

Region

Type

Grape

Bottle size

Quantity

Rating

Price

Asset ID

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.

In the 1970s, the renowned wine families around Robert Mondavi and Baron Philippe de Rothschild decided to create one of the best Californian wines with Bordeaux style in a joint venture. This idea gave birth to the first Opus One with the 1979 vintage.

Only a few years ago, in addition to Opus One, the multivintage wine Overture was marketed, which has been vinified since 1993. Opus One does not release the rare magnum bottles until two years after the normal bottle size, these are then much rarer and more sought after. It wasn't until 2021 that the highly rated 2016 was released in the magnum bottle.

Due to the fires in the Napa Valley region in 2020 and the grapes damaged as a result, it is unlikely that this vintage will be marketed, according to Charlie Matthews, the winery's European representative. And if it does, only in very small quantities. This would mean an unprecedented shortage of the wine.

The price of €18,650 includes shipping, handling, 9 years of storage and insurance worth €1,650. €17,000 can be allocated to the bottles.

Variable Costs

London City Bond, Lancaster Road, Melksham, United Kingdom

20410 Opus One Magnum - 2016

The Opus One editions have provided investors with an average annual appreciation of 8% over the past 5 years. 
 
Due to the fires in Napa Valley in 2020 and the grapes damaged by them, according to the representative of the winery, it is unlikely that this vintage will be marketed. And if it does, only in very small quantities. This would mean an unprecedented shortage of wine and drive up prices accordingly.

Return

Opus One launches the rare magnum bottles only two years after the normal bottle size, these are then much rarer and more sought after. It was not until 2021 that the highly rated 2016 came onto the market in the magnum bottle. 
 
Wine from California has a historical volatility of only 8%, which is 10% below that of the S&amp;P500.

Stability

The house from which the Opus One comes, was founded among others by Baron Philippe de Rothschild. Top vintages of the wine which is included in the Rest of the World Index of Liv-Ex have achieved over 100% appreciation over the last 5 years.

Three reasons to invest

<ul>
	<li>Average annual increase in value of almost 8% for the vintages published between 2004 and 2013 over the last 5 years.</li>
	<li>The 2016 vintage has scored 98 points, the best score of all editions, highlighting the potential.</li>
	<li>Wine from California has a historical volatility of only 8%.</li>
</ul>

Opus One - Magnum - 2016

In the 1970s, the prestigious wine families around Robert Mondavi and Baron Philippe de Rothschild decided to create one of the best Californian wines with Bordelais style. This idea gave birth to the Opus One in 1979. 
 
Opus One is part of the Liv-Ex Rest of the World Index. 
 
Our 2016 vintage receives 98 points from Robert Parker.

Track Record

Liquid Grape was founded to passionately provide wine collectors with the most comprehensive service in the field of high quality fine wines. The company was founded on motivation, with experience and infectious enthusiasm for the world's finest wines, to provide a reliable and sophisticated service that does justice to rarities while offering a traditional natural product with a precious history the modern twist and innovation that links an enjoyable product with a fast-moving age.

Comprehensive wine know-how 
Liquid Grape offers the Fine Wine Solution for wine collectors who are looking for an uncomplicated solution for an enjoyable investment in wine by experts. 
 
Individual composition 
The experts of Liquid Grape compile a sensible and promising portfolio for their clients individually and obtain their wines from reputable sources, with direct purchase from the producer as far as possible and only with reliable provenance. The past development of comparable wines and vintages as well as personal preferences are taken into account.

Liquid Grape

The wine world is so complex, comprehensive and constantly changing. Every vintage is a new discovery - so you never stop learning about wine. 
 
After studying international wine business in Geisenheim, Annie Höger gained experience in the international fine wine business at Liv-Ex Ltd. the trade exchange for high-quality wines in London. Shortly afterwards, she started working as a fine wine consultant for the long-established wine merchant Carl Tesdorpf, a Hawesko AG company. 
 
To further deepen her wine knowledge, she completed the Diploma in Wines and Spirits, an international training course run by the Wine and Spirits Educational Trust, which adds detailed knowledge to her expertise in the field of wine and spirits. 
 
With Liquid Grape GmbH, Annie Höger wants to bring the world of fine wines closer to everyone interested in wine with the best possible service.

This is a concrete investment opportunity in which we have recalculated the expected performance given by the external expert and have thus checked whether a positive return can be expected after deducting all costs for storage and insurance. Furthermore, we have verified the existence, proper storage and insurance of the bottle.

Opus One - Magnum - 2016

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

Do you have questions?