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Bourbon Barrel

Opportunities From Legendary Distilleries Across Scotland
/ Introduction

Whisky

The Pinnacle Of Whisky
Single malt scotch whisky has enjoyed a long running reign as the undisputed champion of the spirits world and it’s strength is expected to persist into the foreseeable future. Exports of single malt scotch have continued to experience robust growth since 2000 and this growth does not appear to be slowing. If the demand for scotch whisky continues to grow, which we expect and distilleries struggle to ramp up production to meet that demand, the need for casks of matured liquid will only continue to increase across the industry.
$7.37B
Revenue in 2019 of the Scotch Whisky industry
$1.47B
The United States market importing in 2019
2014
$2.683M
2015
$2.894M
2016
$3.116M
2017
$3.368M
2018
$3.592M
2019
$3,979M
2020
$4,306M
2021
$4,593M
2022
$5,076M
2023
$5,269M
The growth evolution of whiskey supplier revenue in the last 10 years (millions)

How Does Scotch Ownership Stack Up?

Scotch whisky ownership has consistently been recognized as one of the world’s leading tangible asset classes. In the 2019 Knight Frank Wealth Report, an index of the top 100 rare Scotch Whisky bottles was recognized as the leading asset class of the year.

The returns associated specifically with scotch whisky casks are also robust, with capital growth exceeding 12% per annum on average. One of the most powerful aspects of Scotch Whisky casks is their resilience to market volatility and downturns in the broader economy. Throughout economic cycles, Scotch whisky casks have continued to generate consistent returns for buyers.
As the chart demonstrates, capital growth remains strong for allocations in Scotch whisky casks.
>12%
/ year
Average capital growth
582
%
Rare
Whisky
365
%
Bourbon
Barrels
265
%
Emerging
Whisky Bottles
212
%
Scotch
Whisky Bottles
Whisky Collection
194
%
Classic Car
193
%
Coins
189
%
Stamps
180
%
S&P500
Conventional Assets
Ingredients
Contains corn
100% malted barley
Difference in taste
Bourbon has a bit of a sweeter with notes of caramel and vanilla.
Use of peat as a heat source to dry the barley, instills the smoky flavors that are a signature characteristic of many of the most popular scotch brands.
Aging process
Bourbon distillate must be put into a new, charred oak barrels to age
Rest at least 2 years
Bourbon’s sweet spot lies between 6 and 12 years
Scotch is put into used barrels, thus toning down the intense flavors imparted by the barrel onto the spirit.
Rest at least 3 years in used casks
Scotch’s sweet spot lies between 15 and 50 years
Asset type
Short term
Long term

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Experience the essence of bourbon on our exclusive distillery tour. Immerse yourself in our rich heritage, witness the craftsmanship, and indulge in a tasting of our exceptional spirits. Uncover the secrets behind our production process and savor the unique flavors that define our distillery.
Join us for an unforgettable bourbon journey
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Accredited Investor Requirements
Cask Exchange offerings are available exclusively to accredited investors. As per SEC requirements, you must meet one of the following requirements to qualify as an accredited investor.
You have annual income exceeding $200,000 ($300,000 for joint income) for the last two years.
You have a net worth of more than $1 million
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Distillery Direct
When it comes to building a whiskey cask portfolio, CaskX works diligently to protect investors by providing detailed documentation, secure storage facilities and continuous monitoring of each investment. All whiskey casks are stored in government regulated warehouses under the strict oversight of local governing bodies. Investors can expect complete transparency and full disclosure throughout the entire lifecycle of the investment.