SAFE HARBOR STATEMENT – Certain statements on this website represent forward-looking statements. These statements involve known and unknown risks, uncertainties and other factors that may cause the actual profits or financial results you may receive from your investment in a whiskey cask to be materially different from the future profits or financial results as expressed or implied by such forward-looking statements. CaskX has attempted to identify these forwarding looking statements with the words “believe,” “estimate,” “continue,” “seek,” “plan,” “expect,” “intend,” “anticipate,” “may,” “will,” “could” and other similar expressions. Although these forward looking statements reflect our expectations related to your potential profits and financial results in connection with the investment in a whiskey cask, such forward looking statements are based on information now available to us, which is subject to change, and they are inherently subject to certain risks and uncertainties. These risks and uncertainties including, but are not limited to the following: the highly regulated nature of the whiskey industry and the requirements that may be imposed on you due to changes in law after you acquire your whiskey cask; changes in consumer and commercial demand for whiskey; loss of whiskey due to evaporation or failure to appropriately monitor the cask as it is maturing; loss of whiskey due to leakage, damage or theft, competition for the sale of whiskey with other investors or distilleries having greater resources than you; negative perception for the distillery who manufactured the whiskey in your cask or lack of brand loyalty; and lack of public market for whiskey casks and the requirement to hold your investment for quite some time due to the long maturation of whiskey and applicable United States securities laws. Please review our Notice to Investors and related Risk Factors for a further description of these and other factors you should consider before making an investment in whiskey casks. CaskX is under no obligation to update any of the forward looking statements after the date of publication for this website and associated documents to conform such statements to new information.
FAQs
How much does it cost to invest in CaskX? ›
By setting their entry-level investment at 24 barrels, around $50,000, CaskX works with more mature investors looking for longer-term commitments. It is not for someone looking to do a quick in and out transaction. According to Kasler, their projections show a double-digit growth of around 10-12% year over year.
Who is the owner of CaskX? ›Jeremy Kasler, the founder and CEO of CaskX. Some say that the bourbon market is due to plateau sooner rather than later, with so many brands hitting the market.
Is whiskey cask investment worth it? ›Casks offer more stable ROI and return between 12-15% on average as the whiskey inside matures and appreciates in value. Guaranteed Authenticity: The chance of buying a fake bottle of whiskey is higher as a rare bottle can be forged.
Can you invest in bourbon barrels? ›Bourbon Barrel & Scotch Cask Investment Specialists
Now, for the first time, CaskX offers individuals the opportunity to invest in full barrels of scotch and bourbon from leading distilleries across the United States and Scotland.
With no change in the price of 2-year aged barrels, investors who can acquire high quality Kentucky bourbon at the wholesale price would see 30-40% annual returns over the first two years of their investment. I've never seen another investment opportunity where NO CHANGE in current prices generates 30%+ returns.
What is the return on whiskey cask investment? ›For a long time investing in whisky has been a popular decision for those with knowledge of our industry. This is because a cask of fine whisky can provide rather astounding returns on investment. On average we find that a cask of fine whisky has an annual return on average of 12%.
How to invest in whisky for beginners? ›Typically, investing in whisky involves sourcing casks in the best distilleries, mostly throughout Scotland. Distilleries offer these casks to investors at a discount to help cover up-front costs. Depending on market conditions, cask purchases are most suitable for investors who take the long view.
How much does it cost to invest in whiskey? ›If you are just starting as a whiskey investor, you may want to start with a smaller investment and gradually increase the amount as you gain more knowledge and experience. Typical cask whisky investments range from £1,000 to £65,000. Authenticity is a cornerstone of whisky investment.
How do I invest in bourbon? ›INVEST IN A BOUTIQUE DISTILLERY
There were 752 bourbon distilleries in 2022, about 100 more than 2021. The number of distilleries has been growing around 15 percent per year since 2017. Starting a new distillery is capital intensive, so it's not hard to find a new boutique distillery looking for startup capital.
The riskiest investments are often speculative in nature. While there are investment opportunities in each asset class that could result in you losing some or all of your money, cryptocurrency is often considered to be among the riskiest types of investments.
What is the best alcohol to invest in? ›
Alcohol stocks FAQ
Some of the best alcohol stocks to buy and hold are big companies that manage a stable of diversified brands. Top names include LVMH Moët Hennessy Louis Vuitton, Diageo, Pernod Ricard, Brown-Forman, and Rémy Cointreau.
For an investment, you will need single malt, where whisky comes from a single, named distillery. Investment quality whisky must usually have been aged in a barrel for at least a couple of decades. Irish whiskey can also be a good investment.
What is the law on bourbon barrels? ›The law simply requires that the wood holding bourbon be charred and it must be "new oak." The new oak requirement is different to other forms of whiskey such as Scotch whisky, which often uses barrels that were previously used to make bourbon.
Why can't you reuse bourbon barrels? ›To be called bourbon, a whiskey must be aged in a new oak barrel. If the barrels are reused, not only do producers run the risk of inconsistency from batch to batch; they also risk diluting the crucial flavoring elements from the casks.
How many bottles of bourbon do you get from a barrel? ›To provide a general estimation, it's common to get around 250 to 300 standard 750ml bottles of whiskey from a 53-gallon barrel. However, the actual yield can differ significantly due to the factors mentioned earlier.
How much does it cost to invest in whisky? ›If you are just starting as a whiskey investor, you may want to start with a smaller investment and gradually increase the amount as you gain more knowledge and experience. Typical cask whisky investments range from £1,000 to £65,000. Authenticity is a cornerstone of whisky investment.
What is the price of investment? ›Investment Price means the dollar amount paid in cash by a Member for such Member's Interest or the Gross Asset Value of any asset contributed by a Member for such Member's Interest.
How much do you need to invest in JP Morgan? ›What are the requirements to open new accounts with J.P. Morgan? Most of our funds require an initial investment of $1,000 to open an account.
What is a good investment fee? ›Key Takeaways
A reasonable expense ratio for an actively managed portfolio is about 0.5% to 0.75%, while an expense ratio greater than 1.5% is typically considered high these days. For passive funds, the average expense ratio is about 0.12%.