Own the barrels.
Plan the exit first.
Since 2019, Victory Spirits' pioneering Bourbon Bond Funds have made it possible for individual accredited investors to compliantly finance bourbon and other barrel-aged spirits.
Each fund owns a defined lot of barrels held in bonded custody, valued on the Real Value™ standard, with the exit designed in from day one.
Four steps, one lot of barrels
A defined lot
Each fund is its own Georgia LLC that buys a specific lot of barrels: one distiller, one mash bill, one fill window. You know exactly what you own.
Verified custody
Barrels stay in a bonded warehouse under the distiller's or warehouse's permit, inventoried by lot. Estimated holding costs are planned into the fund from the start.
A target exit
Every lot carries a target release date and price: a bulk sale on Barrel Lab™, or a bottling run through our Barrel to Bar™ partners when the shelf pays more than the bulk market.
Reporting
Quarterly statements from our fund administrator show your barrels, your costs and the market value we track against the target.
Financial or physical
Fund A · financial participation
For accredited investors without a spirits license. You share in the fund's proceeds when its barrels sell or are bottled. You don't take possession of whiskey.
Fund B · licensed participants
For distillers and other permit holders. You may take your pro rata barrels by transfer in bond on notice, so the barrels can become your own release.
A buying window, not a quick flip
Kentucky holds a record inventory, and major producers are releasing discount lots to clear it. That is what makes this window to buy well below Real Value™. It also means patience: the barrels need time to age past the glut, and the exit is planned for when the market has absorbed it.
Buy below value
Today's discount releases put well-made bourbon on the market well under Real Value™.
Hold with a plan
Holding costs, storage and the target date are set before the fund closes.
Two exits
Sell in bulk at the target, or bottle through our partners when the shelf pays more.
See opportunities before they're gone
Fund opportunities and private barrel releases go to the watch list first, and most never appear publicly. Members receive:
- Featured fund opportunities: the lot, its target release timing and our estimates, with the method behind them.
- Private barrel releases: individual lots offered quietly before, or instead of, a public listing.
- Quarterly market notes: where prices are, where Real Value™ is heading, and what we are buying.
Talk to us directly
michael@victoryspirits.com · (678) 578-7204 · calendly.com/michaels/zoom
The Bourbon Bond Funds by Victory Spirits are available to accredited investors only. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security. Offers are made only through definitive offering documents to qualified investors. Investing in whiskey barrels involves risk, including illiquidity and loss of capital; barrel values can fall, and holding and storage costs can rise.
Barrel Lab™ researched, charted, and drafted this with AI for the people who own the barrels. Every number traces to a source you can open. We think that is how brands should use these tools: to do the work faster and show it, not to make things up.
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.
