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This offering is very conservative, yet returns 20% per year on a 3-4 year term.
See below for the opportunity. Minimum investment is $80,000 dollars.
We currently have 500 Barrels available for investment and working on another 500 barrels. Please
note these barrels are selling out quickly. Ask for your review industry information, investment agreement contract. My group can sell the product once it has reached the 4-year age. Most buyers buy hundreds of barrels at one time. My partner on these deals owns the craft distiller where the product is distilled and stored. His distillery produces about 6,000 gallons a week of new fill. He
was the former President of Brown Foreman Co. A family-owned liquor company in KY. Some of
their brands include Woodford Reserve, Jack Daniels, Canadian Mist, etc.

New fill (newly distilled bourbon that goes into oak barrels for aging)
50 Barrel minimum order. Can purchase up to 500 at one time.
Cost per barrel for new fill fluctuates between $1,075 plus taxes, insurance, storage or $1,600 dollars
all included per barrel total costs at the end of your 4-year aging process.
There are some additional minor expenses such as taxes and insurance on the barrels. This should
bring you to approximately $1,350-$1,370 per barrel total cost at the end of your 4-year aging
process.
Cost of storage is: $3.00 per barrel per month X 100 barrels = $300 per month X 12 months = $3,600
per year X 4-year aging process = $14,400 total for the 4-year period for 100 barrels or an additional
$140 added onto each barrel for 4 year storage costs.
Storage can be paid annually or all at once for the entire 4 years.
There is a $9 per barrel one time transfer of ownership fee to state of KY of $900.
I have $1,600 per barrel and will include all of the expenses for the 4 years of aging, so all of the
taxes, insurance and storage fees will be included in that price. Investors would have a UCC filing
on the barrels, insurance in their name and a warehousing contract. Under this scenario the numbers
look like this:
$1,316,800.00 total cost for 4 years
$1,053,440 income for 4 year old KY
$1,152,200.00 Net income or $263,360 per year
4-Year-old KY bourbon sells for $2,640 -$3,080 per barrel, $2,640 per barrel in income (using
the lower end value) -$1,600 per barrel in total costs = $1,040 net revenue per barrel X 100 barrels
total net of $104,000 or $20,800 in interest per year which is a 20% return per year.

There are two options for insuring aging bourbon inventory:
1) traditional “property” coverage for stock, which provides coverage while stored in a named

location.

2) “Stock Through Put” coverage which is a policy for manufacturers and distributors that covers the
stock stored in named location, in transit, or stored at unnamed location anywhere in the world. Most
of my distillery clients purchase Stock Through Put policy. Most of my investment groups, brands
without a distillery, purchase “property” insurance. Both policies cover the same “perils” for stock
stored in named location.
The coverage form is called “Special” also known as “all risk”. Below are perils that are covered.
Reach out for more information a full package available.

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Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.