Yes! However, it requires some extra steps. To take physical possession of a barreled spirit, you must obtain either a federal DSP number or a wholesale license. In some cases, an investor might want to take some or all their barrels to create their own personal, custom label. If this is something that interests you at any point after your investment, we can assist you in making that happen.
Yes! In some cases, it could be beneficial for investors to do a group buy. We offer price breaks depending upon the quantity of barrels purchased, so a larger investment as a group could lead to a discounted investment price. For groups of three or more investors, BWBX recommends forming a registered business entity with the proper legal agreements.
This is a discussion that will need to take place between you and your lender of choice. BWBX will not participate in any lien assignments.
Sure! However, we do advise that you keep a couple things in mind. First, the longer that you hold your barrels, the more they will appreciate. From our research, the holding time for an optimal return on investment is three years. Second, your investment will likely not be liquid immediately. Again, as the supply and demand fluctuate it may take days or weeks to find a buyer for your barrel.
Almost always! We try to maintain an inventory of high-quality barrels to offer as investments for our clients. The availability of these barrels is completely dependent on our current inventory and the supply of barrels on the open market. Please note, we do not (and will not) pre-sell or offer investments in barrels that we do not already own.
With any investment, including this one, there is always a possibility of financial loss. An investment’s past performance is no guarantee of future performance. The bourbon industry is quickly changing and unforeseen circumstances can arise, altering BWBX's projections of appreciation. We strongly encourage every investor to perform their due diligence in researching the market prior to their investment and determine their tolerance for risk.
Unfortunately, no. Almost all the bourbon that notable brands produce is already allocated to their product lines. The bourbon that we buy is distilled by the most reputable bulk spirits producers in the country. These distillers go through the process of distilling the spirit, barreling it, and selling it to wholesalers like BWBX. Once mature, we then sell it to an independent blender, bottler, or co-packer that turns the mature spirit into their own product.
No, they are not. Mash bills can vary from producer to producer. Because of this, demand will fluctuate depending on current trends within the spirits industry at the time. if you do have special requests for your investments mash bill, it will be handled on a case-by-case basis.
When a client invests in our barrels, they are investing in specific, individual barrels. We have a sophisticated inventory system that tracks each barrel’s inventory number, the manufacturing date, warehouse location, type of barrel used, barrel char level, etc. Each investor will receive this information in a document called “Addendum A” when their investment is finalized. Along with the agreement in full, “Addendum A” serves as the proof of ownership for the investor and legally ties their name to specific barrels in the BWBX inventory.
No, the wholesale value of the barrel will only be tendered to the individual or entity named upon the ownership certificate upon the time of sale. However, if you choose to sell your barrel(s) to a friend we will treat it as a normal transaction. Meaning that BWBX will earn a 5% on the sale and a new ownership certificate will be issued.
Special requests to visit and taste your bourbon will be handled on a case by case basis.
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 projected or implied by such forward-looking statements. Brown Water Bourbon Xchange 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 include, 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; market competition from other distilled spirits and alcoholic beverages, and changes in 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. Brown Water Bourbon Xchange 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.
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