Active
Louis Roederer Cristal 2015 (90 bottles)
Asset value
19.238 €
Issue price per Splint
50 €
Total number of Splints
382
Investment horizon in years
7 to 9
Return-to-Risk Assessment
8/10
Since launch December ‘24
+0.7%
Main reasons to invest
Return Potential📈: An investment of 500 EUR could reach an estimated value of 1,118 EUR in 9 years.
Cost-to-Return Ratio⚖️: After deducting 2.6% in annual total costs (including exit fees), your net return could reach 9.4% per year.
A Toast to Legacy and Luxury 🥂: Cristal 2015 isn’t just an investment; it’s a celebration of timeless elegance and extraordinary craftsmanship. Owning a bottle means holding a masterpiece that captures the soul of the Champagne region and the artistry of Louis Roederer, making it a symbol of refined taste and enduring value.
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 the average annual price increase of this and comparable vintages. 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 vintage since its release in March 2022. Finally, in the ambitious scenario, we used the average annual price increase over the last 5 years for the 1997 reference 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? 💎
Louis Roederer Cristal 2015 represents the pinnacle of luxury champagne, combining tradition, exclusivity, and exceptional craftsmanship. Produced from biodynamically farmed Grand Cru vineyards, Cristal 2015 embodies the essence of terroir, with its chalky soils and perfect sun exposure. The meticulous production process includes extended yeast aging and artisanal vinification, creating a champagne with remarkable finesse, fresh acidity, and profound intensity.
Cristal's rarity is amplified by its limited production, meeting only the highest quality standards. Its exceptional aging potential transforms its vibrant citrus, brioche, and floral notes into a symphony of complexity over time, making it a coveted addition to any fine wine portfolio.
Historical performance underscores its value: the 2000 vintage saw an 80.46% rise in 5 years, while the iconic 1997 vintage appreciated by 90.94%. With stellar ratings of 98 points from LPB and 97 points from Suckling, the 2015 vintage is poised to follow this trajectory.
The champagne market has demonstrated resilience and growth, fueled by global demand for iconic brands like Louis Roederer. As collectors and connoisseurs seek timeless luxury, Cristal 2015 offers not just exceptional taste but also substantial investment potential.
Context in Time ⏳
Released amidst increasing demand for biodynamically produced luxury champagnes, Cristal 2015 showcases Louis Roederer’s commitment to sustainability and quality. With limited bottles available and critical acclaim, this vintage aligns perfectly with the rising trend of collectible fine wines.
Conclusion 🎯
The Louis Roederer Cristal 2015 offers an extraordinary investment opportunity, combining biodynamic excellence, exclusivity, and strong market potential. With a competitive price 1% below Liv-Ex values and stellar historical performance, this champagne is poised for robust appreciation. Its unmatched craftsmanship and enduring legacy make it a standout asset in fine wine investments.
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 the average annual price increase of this and comparable vintages. 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 vintage since its release in March 2022. Finally, in the ambitious scenario, we used the average annual price increase over the last 5 years for the 1997 reference 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? 💎
Louis Roederer Cristal 2015 represents the pinnacle of luxury champagne, combining tradition, exclusivity, and exceptional craftsmanship. Produced from biodynamically farmed Grand Cru vineyards, Cristal 2015 embodies the essence of terroir, with its chalky soils and perfect sun exposure. The meticulous production process includes extended yeast aging and artisanal vinification, creating a champagne with remarkable finesse, fresh acidity, and profound intensity.
Cristal's rarity is amplified by its limited production, meeting only the highest quality standards. Its exceptional aging potential transforms its vibrant citrus, brioche, and floral notes into a symphony of complexity over time, making it a coveted addition to any fine wine portfolio.
Historical performance underscores its value: the 2000 vintage saw an 80.46% rise in 5 years, while the iconic 1997 vintage appreciated by 90.94%. With stellar ratings of 98 points from LPB and 97 points from Suckling, the 2015 vintage is poised to follow this trajectory.
The champagne market has demonstrated resilience and growth, fueled by global demand for iconic brands like Louis Roederer. As collectors and connoisseurs seek timeless luxury, Cristal 2015 offers not just exceptional taste but also substantial investment potential.
Context in Time ⏳
Released amidst increasing demand for biodynamically produced luxury champagnes, Cristal 2015 showcases Louis Roederer’s commitment to sustainability and quality. With limited bottles available and critical acclaim, this vintage aligns perfectly with the rising trend of collectible fine wines.
Conclusion 🎯
The Louis Roederer Cristal 2015 offers an extraordinary investment opportunity, combining biodynamic excellence, exclusivity, and strong market potential. With a competitive price 1% below Liv-Ex values and stellar historical performance, this champagne is poised for robust appreciation. Its unmatched craftsmanship and enduring legacy make it a standout asset in fine wine investments.
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
fa1c9f17-70ca-4eab-8909-6ae59dcf61e6
Name
Louis Roederer Cristal
Year
2015
Origin
Champagne
Type
Champagne
Grape
Chardonnay, Pinot-Noir
Bottle size
750ml each
Quantity
90 bottles (15 x 6 OWC)
Rating
98 Wine Enthusiast
Price
180 EUR per bottle
