Live chat with us anytime via text (502) 754-3480 or call (678) 578-7204

Bourbon Appreciation

When we began offering individual accredited investors the opportunity to finance the distillation and aging of Bourbon, the supply was plentiful, and the opportunity was a new alternative asset class.

Since early 2021, with post-pandemic demand at an all-time high, and wood barrel shortages, the lack of new fill availability drove up costs, as well as values.

The good news is that we continued to roll out Bourbon Bond funds with new fill when we could, along with younger already filled barrels of bourbon not impacted by cost increases.

Inside these American charred oak barrels, high-quality bourbon is maturing and gaining value for the investors who financed it through our program.

Many barrels from 2020 and 2021 funds have already been sold delivering distributions, including most of the inventory featured in the video.

In 2024 and into 2025 we have significant volumes of new fill from distillers in Kentucky, Tennessee, Indiana, and North Carolina. 

  • New Upcoming Funds 

     

    • 2024  Series of KY New Fill Bourbon from Staghorn’s State-of-the-art Garrard County Distilling Co.  
    • Bourbon Bond series to finance barrels of TN new fill. (pending)
    • Bourbon Bond Private series (ongoing) to seize opportunities for young well-priced whiskeys in smaller quantities as they become available. (Watch emails for ongoing opportunities)

  • All funds are $25,000 per unit minimum investment unless otherwise stated in individual PPM.

Take The Tour

Futures Forecast

The Distilled Spirits Council of the United States Annual Impact report released in February 2024 finds that spirits continued to grow over beer and wine categories.

Although framing 2023 as a “reset” year with low revenue gains over 2022, the driving force in the RTD segment is in spirits-based products.

 

The Distilled Spirits Council of the United States Annual Impact Report released in February 2024 pointed to the continued growth of spirits for the 13th  consecutive year, driven by premiumization in the American whiskey category–led by Bourbon, as well as tequila, ready to drink and the roaring return of the on-premise business.

 

You don’t need to appreciate bourbon to profit from

Bourbon Appreciation

(but it adds to the enjoyment!)

A significantly increased potential return

Bourbon Bond Investment Funds offerings open and close on a rolling basis, if you request information or have previously requested, you will receive emails with the status of current opportunities.
This is an opportunity only offered to accredited investors.

To certify you are an accredited investor and request proforma and offering documents, please click here

Accredited Investors: Request Prospectus
If you have already submitted confidential request and received access credentials, click here for offering documents.

Want to Use Your IRA Funds to Invest in Bourbon?

Self-directed IRAs offer a unique and flexible investment approach, empowering investors like you to diversify beyond traditional investment vehicles like stocks, bonds, and mutual funds.  

Scroll Down to Learn More and Schedule a Consultation with our partners at Preferred Trust.

Are you ready to fund your investment using your retirement funds?

You will discover all the resources you need right here to establish your Self-Directed IRA (SD IRA). Just click to schedule a consultation with a member of the Preferred Trust Team.

Preferred Trust is a Retail Trust Company licensed, regulated, and examined annually by the Nevada Financial Institutions Division. We have partnered with the Preferred Trust team so that they may facilitate the role of both custodian and administrator for self-directed IRAs to invest in Bourbon Bond Funds.

 

Schedule Consultation

Who has invested in the Bourbon Bond Fund?

I personally think this is a good way to slightly move away from the stock market and into an investment which is recession proof.  In fact, if the economy turns south more bourbon will be consumed!  It is also an avenue to move assets forward.  As I am seventy-seven it is comforting to know the future is more secure for my family.

Now, I need a drink!

Roger

Investor in Fund 1

I’m a producer myself.  So I know that this makes sense for the industry.  I am investing in this to generate a good return, while helping to fund a financing solution that will help a lot of smaller distillers satisfy the demand for good aged whiskeys under their local brands.

Owen

Investor in Fund 1

I know that there is increasing demand for dependable, consistent supply of good aged bourbons, and it’s been tough for smaller brands to lock in future supply. I know because I am VP of Sales of for one of them, and since I don’t own the company, I can’t take advantage of the appreciating value of the aged whiskeys I sell as they reach their mature potential.  Now I can!

Greg

Investor in Fund 1

I am a long-time investor in real estate.  That’s what I know.  I don’t know spirits or bourbon. I prefer to invest in wines to stock my cellar!  But when I saw this, I was intrigued and asked a lot of questions, and then asked a colleague who I served with on a bank board who is a skilled investor if this was worth investing in.  He said, “I think it is.”  So I am in and trusting that this is just the beginning.

Bryan

Investor in Fund 1