A Renewing Bourbon Portfolio
Cardinal WEIT™
The Cardinal WEIT™ is purchasing 1700+ barrels of new high-rye bourbon. These barrels will be held for 2, 3, and 4-year increments, and sold in a recurring income model. The Cardinal fund is designed to be liquidated in 10 years but has a renewal option that allows the fund to run continuously. The diversification of the multi-year bourbons facilitates our customer's offering premium and ultra-premium editions of the bourbon, thereby supporting a high demand brand.
Please refer to the adjoining STATUS CHART to see the availability of subscriptions for this WEIT™.
Status: Active |
|
Fund Size$3,000,000+ |
Barrels1700+ ASB |
Minimum$100,000 |
Available |
Investment Opportunity
Overview of Portfolio
A scheduled, 10-year investment secured by 1700+ barrels of premium, straight bourbon
- Assurance: Subscribers of The Cardinal WEIT can invest with confidence knowing their contribution is backed by a real asset that increases in value each year.
- Attractive returns: On a risk-adjusted basis, Bourbon offers exceptional return potential when compared to traditional investment asset classes.
- Bourbonomics 101: Many economists have opined that the demand for bourbon is highly inelastic. In plain English, as the price of Bourbon continues to rise, demand for the product, both domestically and internationally, also continues to rise.
Market Backdrop
Why should I consider investing?
- An alternative investment, secured by a real asset that offers greater upside potential than traditional safe-money investment alternatives. Additionally, due to natural appreciation in value the longer it’s held in the barrelhouse, bourbon offers investors the ability to outpace inflation.
- Not directly correlated with broader equity markets or macroeconomic activity, so this investment can be the shelter in the volatile equity market storm and improve portfolio diversification.
- The Global Bourbon market is growing rapidly. What's Fueling the Billion-Dollar Bourbon Boom? | VinePair
Cash Flow
How do I get paid?
- The investment mandate for this WEIT calls for the liquidation of the entire tranche of inventory in approximately 10-years. Investors can expect a distribution based on the terms of their subscription agreement
- The target ROI for investors in this WEIT™ is based on the historically proven continuous increase in value bourbon has experienced over the past 20+ years.