WHISKEY & WEALTH - select-investment

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WHISKEY & WEALTH - select-investment
W H I S K E Y & W E A LT H
         CLUB
WHISKEY & WEALTH - select-investment
INDEX

    Why Invest in Whiskey Today?                 4

    The Whiskey Industry’s Greatest Problem       7

    How This Works                               10

    The Investment Cycle                         10

    Exit Strategies & Security	                  12

    Why Irish Whiskey	                           14

    The Market	                                  16

           Past	                                 16

           Present	                              19

           Future	                               22

    Whiskey Versus Other Investments	            24

    The Whiskey Investment Tour	                 32

    The Long-Term Strategy —
         15 Years to Turn €2,550 into €160,000   34

    Call Now                                     37

    FAQ’s	                                       38

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WHISKEY & WEALTH - select-investment
Acquiring aging barrels of Whiskey is a satisfying
                                             mix of risk and reward. With investors seeing
                                             returns of 10-20% per annum, it’s difficult to find
                                             (with traditional styles of investing) solid returns
                                             like these without taking on greater risk.

                                             The Whiskey market (specifically, Irish Whiskey)
                                             has annually grown by double-digits for more
                                             than two decades — and is firmly predicted by
                                             all experts to keep the same rate of growth well
                                             into 2030, and beyond!

                                             We have trusted relationships with a very select
                                             group of Irelands best distilleries (chosen by our
                                             in-house whiskey expert for their investment

WHY INVEST                                   grade   whiskey     and       resale   value).   These
                                             relationships allow us to buy their newly made

 IN IRISH                                    Whiskey at a substantial discount. By taking
                                             advantage of this wholesale pricing combined

 WHISKEY?                                    with our economies of scale, we can pass this
                                             great opportunity on to retail buyers, investors
                                             and private collectors.

                                             Our Whiskey spirit is investment grade and
Solid returns from casks of aging Whiskey
                                             poured into premium oak barrels to be securely
have been seen over many years, but only
                                             stored in government-controlled, bonded and
distilleries and bonders have been able to
                                             insured facilities — until the time you wish to
benefit —
                                             exit your ownership. We have agreements in
                                             place with Whiskey brands who will purchase
                                             the matured Whiskey at a premium once it’s
        UNTIL NOW!                           come of age.

                    4                                                  5
WHISKEY & WEALTH - select-investment
THE
   PROTECTS                                               WHISKEY
     YOUR                                                INDUSTRY’S
   DOWNSIDE                                               GREATEST
                                                          PROBLEM
Unlike most commodities, Whiskey increases
in quality and value as it grows old. It’s also a
major exported product, where demand greatly
                                                        Because Whiskey, by law, must be of a certain
outstrips supply. The Irish variety is the fastest
                                                        age before it’s sold — and even older to be
growing brown spirit in the world. The Whiskey
                                                        considered a desirably smooth product —
industry in Ireland is set to soar above €1 billion
                                                        Whiskey producers must maintain large stocks
euros per annum — and doubling again by
                                                        inside warehouses, waiting five or more years
2030! There simply isn’t enough mature Irish
                                                        for it to mature before it’s ready to pay the bills.
Whiskey available to supply the market today
                                                        This is the way the industry’s run for centuries.
— certainly not in 5- or 10-years’ time.

It’s far wiser for the Irish to produce slightly less
over the next decade rather than more. This
strategy creates a buying frenzy and forces                                  TWO
prices up in the same way it has done for
Japanese whiskey. The Irish know this and have
                                                                      MODELS
set themselves up for a very lucrative future.                were developed to bridge this gap.

                         6                                                       7
WHISKEY & WEALTH - select-investment
MODEL
                                                                                TWO

                                                    COLLECTORS, INVESTORS & PRIVATE LABEL 

             MODEL                                  While some Whiskey producers have enough personal capital where it doesn’t
                                                    require bank financing, they are still business savvy and would opt to cover all

              ONE                                   running costs over that 5 year period if they could. Some produce a Gin or
                                                    Vodka which can be sold right away to bring in cash flow. Some even produce
                                                    craft beer for the same reason. Whiskey distilling takes time to turn a profit!

                                                    There is another strategy some of             in place and have the resources and
BORROW CAPITAL FROM A BANK...                       the savvy distilleries like. They enter       clients to allow them to buy the said
...such as Royal Bank of Scotland.                  into a contract to sell a percentage          percentage of production at ultra
                                                    of their production to a whiskey              wholesale rates. We put a fair market
Some Whiskey producers do not like this
                                                    broker/bonder such as Whiskey &               margin on top and offer these cask
option due to volatile borrowing rates, and
                                                    Wealth Club. Using say 25% of their           of whiskey to private collectors
global crises which cause banks to make rash
                                                    production as an example. They can            and investors. It’s a very interesting
decisions.
                                                    lay down 75% of their production              strategy to buy whiskey cheap. Sit
A third reason producers dislike this model is      for the 5 year maturation period to           on it for a few years and sell at such a
that bankers can call in the debt at any time —     be later used in their own bottling,          time it becomes more valuable.
sometimes forcing a Whiskey producer to sell        While simultaneously selling the
everything to pay the debt, possibly shutting       other 25% right off the still (the day        Even owners of grocery stores, hotel
them down or pushing them into bankruptcy.          its made) to The Whiskey & Wealth             and pub chains love this option. They
                                                    Club. This gives them instant cash            can buy whiskey while its cheap, and
Some investors assume bank-lending is the           flow to cover all the day to day              then bottle and label it in their own
most logical option until they fully understand     running costs of a distillery. Whiskey        brand in 3-5 years time for less than
the risks at play. But if bank-lending was always   & Wealth Club are fortunate to be in          they pay for the mainstream Irish
the best answer, investors wouldn’t exist.          the position to have such contracts           Whiskey brands.

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WHISKEY & WEALTH - select-investment
HOW IT WORKS
           THE CASK INVESTMENT CYCLE LOOKS LIKE THIS

                                                                                                                                                              4: AGED VALUE
                                                                                                                          In 5 years’ time (after deducting “the angels’ share”
                                                                                                                           — a maximum 2% per annum rate of evaporation)
                                                                                                                             you will have roughly 385-410 70cl bottles of Irish
                                                                  1: PRODUCTION
                                                                                                                           Whiskey (46% ABV) per cask owned. If we assume
                                         The Whiskey is made and produced at our
                                                                                                                               the lower amount (385 bottles) and divide that
                                          whiskey experts, carefully selected pick of
                                 Irelands best distilleries.— So you can be certain of                                        by your total costs across five years, the cost per

                                  consistent, premium spirit in every cask. We hand                                             bottle is little more than €6! In contrast, some
                                 select and source the very best oak casks (with full                                      5-year-old Irish Whiskey is currently selling retail in
                                traceability) to ensure the right type of maturation.                                      2019 for €80 a bottle. Should you wish to continue
                                                                                                                             the aging process — increasing the value of your
                                                                                                                               investment — additional years for storage and
                                                                                                                                        insurance are only €50/year (per cask).

2: ULTRA-WHOLESALE
We buy this Whiskey in bulk, at heavily discounted, ultra-
wholesale rates based on economies of scale and long-standing
agreements with this distillery. We organize insurance and
storage in a bonded warehouse geographically suited to the
style of whiskey. This ensures we give the whiskey the right                              5: EXIT STRATEGIES
conditions to mature into a premium investment grade whiskey.
                                                                                          If you wish, you can exit the investment at any stage. While
                                                                                          Whiskey certainly increases in value and desirability each year,
                                                                                          there will always be a market for Whiskey of any age. Considering
                                                                                          the high growth seen in this market during the previous two
                                                                                          decades, we feel there will certainly be a huge demand in
                                                                                          Ireland for your premium mature Whiskey. And the longer you
                             3: WHOLESALE INVESTMENT OPPORTUNITY                          wait to age the Whiskey, the more sought after and valuable
                 This is where you come in. Each cask is offered at a very affordable     it will become. This is the type of investment you can sit on —
                    wholesale rate starting at just €2,550. Our price covers the cost     relax and let it age until you need the capital. Some investors
                  of the 200-liter oak cask, It also includes the 200 liters of Whiskey   purchase a cask for each grandchild so that when they come
              inside the cask, plus storage and insurance for 5 years. The Whiskey’s      of age in 20-30 years, the casks value can be redeemed and put
                     title and ownership is given to you, making it an asset-backed       towards a prominent family investment such as a family home.
                  investment while also giving you the freedom to sell at any time.

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WHISKEY & WEALTH - select-investment
EXIT STRATEGIES
     ARE PLENTIFUL

As Whiskey brokers that deal with the private label market, we have whiskey
buying options coming across our table on a weekly basis. Some for large
volumes and some for smaller stuff. Whiskey is a consumable product,
meaning as we sell whiskey and it›s consumed, we have to fulfill more
orders. So in 3- 5 years time, or whenever you decide to exit the ownership
in the whiskey. Speak to us and see what options we have available.

Here are some example options we have available at the time of printing
this brochure in early 2019.

a.	We have an agreement with a             roughly €79.95 a bottle. (This
   particular Whiskey brand who             is not unusual – many new
                                                                                  c.	You can also sell your Whiskey                 to embark down this road.
   desire aged Whiskey. They will           distilleries are selling at this
                                                                                     on auction websites to collectors               (Typical bottling costs are €2.50
   write an agreement to buy your           range) After costs such as tax,
                                                                                     and other investors, or to other                per bottle.) There are so many
   Whiskey, once it’s aged 5 years,         distribution and retail mark-up,
                                                                                     distilleries and brands who need                options. This is a market we work
   for €4,100 per cask — a 60.7%            they estimate at least €33-39
                                                                                     stock (most do). You may sell to                in daily, and should you wish
   ROI, which is 12.14% per annum.          in profit, per bottle. If your cost
                                                                                                                                     to avail of our services for the
                                            for this investment is roughly           private labels such as grocery
b.	We also have a brand offering                                                                                                    resale side, we change a small
                                            €6 per bottle, this strategy will        stores, hotel chains, and so forth.
   a profit-sharing strategy: They                                                                                                   2% commission on the total
                                            bring back roughly €17, plus             You can create your own brand,
   will pay for the bottling and                                                                                                     sale price
                                            your name on each bottle. It’s a         bottle it and sell it through our
   marketing and will handle the            longer strategy with more than                                                      Disclaimer: Like anything in life, nothing is
                                                                                     distribution partners — or you             guaranteed. America (Irelands biggest export
   distribution channels, then split        a 270% ROI! This deal is available
                                                                                                                                market) could change laws and reinstate
                                                                                     can keep the bottles for friends           Prohibition again. Other countries could follow suit
   the profits 50/50.                       to investors with a set minimum
                                                                                                                                which would cause an oversupply of the market
                                                                                                                                and bring whiskey pricing down. It›s unlikely but
                                                                                     and family to give as gifts. We            could happen. Companies wanting to come to
 	
   They will sell your 5-year-old           number of casks to make this                                                        a deal today to buy your whiskey could be out
                                                                                     can help with the bottling and             of business in 5 years. Past sales prices are no
   Whiskey as a limited edition for         an economic strategy.                                                               guarantee for future sales prices. Always seek
                                                                                     distribution should you wish               independent financial and legal advice.

                                       12                                                                                  13
WHISKEY & WEALTH - select-investment
WHY IRISH WHISKEY?

                             DON’T SLEEP
                           ON THE IRISH.

                     According to Fortune magazine, Irish Whiskey
                     has   been    overshadowed      by   it’s   Scottish,
                     Japanese and American counterparts from an
                     investment standpoint. But long-time writer
                     for the Whisky Advocate Johnny McCormick
                     predicts that’s about to change. Irish Whiskies
                     breakout moment for investing is coming.
                     Making today a great time to get in on the
                     ground floor: “The Irish market is going to be
                     really big over the next decade.”

                     There’s a shortage of Irish whiskey on the
                     horizon as production simply can’t keep up with
                     demand. The Irish Whiskey market has been
                     aggressively growing at an unprecedented
                     12.5% p/a every year for the last 21 years! Yet it’s
                     nowhere near its historic market share.

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WHISKEY & WEALTH - select-investment
Other issues around this period such as
                                                     the famine where Ireland lost nearly 50%
                                                     of its population, along with the Irish
                                                     Independence War with Great Britain which
                                                     caused a trade war and subsequently resulted
                                                     in Great Britain placing a trade embargo
                                                     on Ireland’s exports to all Commonwealth
                                                     Countries (Ireland’s biggest trade partner).

                                                     Around the same time, America (Ireland›s
THE MARKET                                           second-biggest     trade    partner)
                                                     prohibition. This all but decimated the
                                                                                            fell   into

                                                     weakened Irish Whiskey’s market. Americans
                                                     could no longer buy it and Commonwealth
                   PAST                              countries were blocked. Sales fell by 99%!
                                                     This rapid decline in Whiskey sales coupled
                                                     with a trading embargo to commonwealth
Irish Whiskey was once the highest selling spirit    countries paved the way for Scotland, a
in the entire world, outselling Vodka and Gin        much smaller Whiskey country to emerge
by large volumes! It was close to 70% of all         and dominate the market. Distillery count
global whiskey sales! Today it only represents       in Ireland fell from hundreds to a mere
4%. What happened?                                   four (Jameson’s, Powers, Cork Distillers &
                                                     Bushmills). Jameson & Powers merged with
A decline began in the late 1800s due to several
                                                     Cork Distillers to form Irish Distillers in 1966.
factors. Namely Irish distilleries not wanting to
                                                     Later, in 1972, Bushmills joined in, giving Irish
adapt to new technology such as the Column
                                                     Distillers total control of all Whiskey made
still. This was a far more efficient way to make
                                                     on the island of Ireland (both in the Republic
whiskey, but the Irish slammed it as «not real
                                                     of Ireland and Northern Ireland). Had this
whiskey» and called it «silent spirit». The Scotch
                                                     “joining of forces” to get through those dark
adapted this new technology and started to
                                                     times not taking place, Irish whiskey would
produce a more cost-effective and lighter
                                                     very likely have all but disappeared
tasting blended whiskey.

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WHISKEY & WEALTH - select-investment
In 1988, French giant Pernod Ricard               million. Bacardi then bought into a

                                                    bought Irish Distillers and all the brands        Dublin based Distillery. Jack Daniels’

                                                    associated with it (Jameson, Bushmills,           owners Brown-Forman created Slane

                                                    Middleton, Redbreast, etc.).                      Distillery in 2015 for their stake in the

                                                                                                      Irish Whiskey boom set to take place.
                                                    By the 1980s, Ireland was producing only
                                                                                                      Bushmills was sold to Diageo for €200
                                                    2 million cases per year — of which, 50%
                                                                                                      million in 2005, then Tequila giant Jose
                                                    were sold domestically. The remaining
                                                                                                      Cuervo bought Bushmills from Diageo
                                                    50% were sold in Irish pubs around the
                                                                                                      in 2014. As quickly as brands became
                                                    world. During the same era, Scottish
                                                                                                      popular or available for sale, the big boys
                                                    whisky sold over 100 million cases per

             THE                                    annum around the world, making the
                                                                                                      were gobbling them up as Irish Whiskey

                                                                                                      emerged once again as a global player.
                                                    Irish Whiskey market only 2% of the
            MARKET                                  Scotch market. But with conglomerates
                                                                                                      Fast forward to 2018: Over 10 million
                                                    such as Pernod Ricard heavily invested
                                                                                                      cases of Irish Whiskey are sold each year

             PRESENT                                into Irish Whiskey, along with some
                                                                                                      — a growth of 500% since the 1980s!
                                                    competition starting to arise by way of
                                                                                                      Showing an average growth rate of over
                                                    other Irish whiskey distilleries, a huge
Irish Distillers enjoyed this monopoly on                                                             13% per annum, with distribution now in
Whiskey for nearly 30 years until Cooley            resurgence was underway to bring Irish
                                                                                                      140 countries, Irish Whiskey is coming
Distillery in Dundalk started. This was the first
                                                    Whiskey back to its former glory as the
independent distillery to open in Ireland, and                                                        back in a big way. Countries such as
take on the Irish Distillers monopoly, in nearly    main player in the Whiskey market.
70 years!                                                                                             Russia and Asia are beginning to show

                                                    In 2012, Jim Beam Suntory bought                  their heads as huge markets for the

                                                    Cooley Distillery for a reported €73              future yet virtually untapped at present

                       18                                                                        19
There are four forces driving the Whiskey
     market growth:

     	1. 	Since the early 2000s, young drinkers are
         choosing brown spirits — plainly, Whiskey
         is cool once again

       2. Emerging middle classes around the world

       3. The opening of Eastern Europe and Russia

       4.	
          €2.4 billion invested by Pernod Ricard
         into production and global advertising
         of Irish Whiskey — along with over €1
         billion committed from the Irish Whiskey
         Association

     Very recently, UFC fighter Conor McGregor
     released his own brand of Irish Whiskey. With
     the success of his brand, Proper 12, they have
     aggressively bought up most mature stocks
     across Irish bonded warehouses to meet his
     huge demand. Having 30 million followers on
     Instagram helps create a buying frenzy!

     This will further hurt the supply issue for other
     brands, as demand increases globally for Irish
     Whiskey without the supply to back it up. This
     is, however, a great predicament for investors
     who happen to be sitting on Whiskey while it
     ages — confident in the future of the market.

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Today, Japanese Whiskey sells for €100 a bottle,
                                                  compared to Scotch and American Whiskey
                                                  selling at €20, and Irish Whiskey which sells at €40.
                                                  Even more compelling is how Japanese law allows
                                                  purchasing of Irish or Scotch Whisky to blend in
                                                  with Japanese Whiskey! Whereas the Irish cannot
                                                  buy from Scotland, America or Japan to help meet
                                                  their demand, as Irish law only allows Whiskey
                                                  made in Ireland to be sold as such.

                                                  For Ireland to become a “Stable market” by way
                                                  of supply keeping up with predicted demand.
                                                  Experts say that we must have 900 Million LPA (Liter
                                                  of Pure Alcohol) stored away. With all distilleries
                                                  opened or planned to open and producing at full

         THE                                      capacity, Ireland will struggle to produce even
                                                  120 million LPA. And currently, we are producing
                                                  nowhere near this 120million.
        MARKET
                                                  The future looks very bright, with experts predicting
                                                  Irish Whiskey to become the most valuable of all
                                                  whiskeys. The first bottle of a 3-year-old Dublin
              FUTURE                              whiskey sold for $10,000 at auction in September
                                                  2018. «The potential [growth] is massive when
                                                  we compare Ireland to Scotland — with over 130
Irish Whiskey sales are expected to hit 12-14     Scottish distilleries in operation,» says Irish Whiskey
million cases by 2020. This kind of demand,       Association Chief Executive Miriam Mooney. Export
considering the supply available, forces prices   sales for Irish Whiskey will double by 2020 and
up the same way it has with Japanese Whiskey.     double again by 2030, the organization predicts.

                      22                                                   23
WHISKEY        V S   W I N E

   WHISKEY
  VS. OTHER
INVESTMENTS

“Whiskey has become a tradable commodity
like gold or oil — which is sad, as it’s meant to
be shared and enjoyed with friends. We make
it for people to drink,” says Ian McClune of
Whisky Auctioneer.

The fact that Whiskey doesn’t tend to evolve
once bottled, meaning it has a far longer
lifespan than wine, adds to its investment
allure. “Whisky is viewed as a much safer
investment than wine, and also a more accessible
investment for new collectors,” says McClune.

                       24                                     25
What does wine require to develop into a          Let’s say you want to produce a cost-effective
valuable commodity? More than anything, it        (“cheap”) Whiskey. You might use cheaper
takes a season of near-perfect weather. You       ingredients, and buy a used barrel that’s stored

must account for many factors, including          Whiskey or another spirit five times before —
                                                  this is called a 4th-fill barrel. The wood in this
the winemaker, the terroir, the amount of
                                                  barrel has little left to give, as all the color and
tannins in the bottle, the aging process,
                                                  flavor has been extracted over the years by the
the supply, the demand, the vineyard’s
                                                  previous spirits. Now, to buy an older barrel is
reputation, the branding, and more. Yet,
                                                  roughly 10 times cheaper than buying a virgin
the main drawback of investing in wine is
                                                  (or 1st-fill) barrel, and the finished product
the way it continues to age inside the bottle     which comes from this old barrel can legally
— leaving it vulnerable to spoilage. As Ian       be sold as Irish Whiskey. The product, however,
McClune said, Whiskey doesn’t evolve or           will not be very desirable. It will have a harsh
age while in the bottle, so the lifespan, as an   alcoholic taste, much like it had when it came
investment, is far greater.                       off the stills. Combining quality wood and
                                                  ample time is key to making a smooth and
Did you know you can take two lots of the         valuable Whiskey.
exact same Whiskey f rom the exact same
                                                  A final comparison might look at the supply and
batch and put them in two different barrels
                                                  demand of each product. In the wine-making
and receive a vastly different product in 3
                                                  industry, there is a lot of competition, with
years? While quality ingredients and proper
                                                  over 1 million commercial wineries around the
distillation are important keys in Whiskey
                                                  world (more than 5 million when you include
production.   Another key secret is in the
                                                  smaller family-run operations). So, supply
bonding process. If you invest in new 1st f ill   outstrips demand in a big way! Distilleries, on
oak barrels and allow ample time to age,          the other hand, are less than 1,000 globally —
you can create a safe, long-term strategy         with less than 20 in Ireland. So, demand in this
that aims for both value and quality.             industry far outstrips supply.

                      26                                                  27
FTSE VS
IRISH WHISKEY                                      Yet with Irish Whiskey, a €2,550                   CASH IN THE BANK
                                                   investment today in a single cask of
                                                                                                      To put this f igure into some kind
                                                   whiskey can (based on recent sales
                                                                                                      of   perspective,      data     scrutineer
                                                   f rom 2017), in just 24 years, command
                                                                                                      Moneyfacts       calculates     that    had
                                                   a staggering €163,636. This is based
                                                                                                      you left £2,550 in the average easy
                                                   off a recent €450,000 sale for a single
                                                                                                      access    savings    account     over    the
                                                   Port Pipe cask of Potstill Irish Whiskey           same period it would now be worth
                                                   f rom Co Cork. A Port Pipe is roughly              £8,670. However with inflation at 3.4%
                                                   550 liters whereas our casks are 200               per annum according to the bank
According to Sally Hamilton for The Mail           liters.   We’ve even seen 15-year-old              of England, leaving your cash in the
On Sunday, The FTSE is, in effect, a weather       Co. Cork Potstill Whiskey (200liter)               bank over that period of time, you
vane for business, responding to political,        selling   for   similar   prices   at   the        would have gone backward.
economic and global events. But on closer          €160,000 mark. Drastically different
                                                                                                      Disclaimer: Past sale prices are no guarantee
inspection, it is not a good measure of the
                                                   than waiting 35 years for 4 times less.            for future sale prices.
long- term investment gains earned by
investors.

Looking at the rise in the index as a whole, it
would appear an average investment would
have risen by only 6.8 times in 35 years –
turning £2,550 into £17,340. Had you been
shrewd enough to reinvest all dividend
prof its over this period, it would have yielded
17 times your money giving you a grand
total of £43,350 over 35 years.

A skeptic might ask, “well what if you put
it into the FTSE 100 choosing the best
performers rather than the entire All Share
FTSE index”. Well, unfortunately only 30 of
those top 100 companies are still in business
f rom 35 years ago.

                       28                                                                        29
LONDON                                          fastest annual rate since the depths of the
                                                  financial crisis according to the Office For

REAL ESTATE                                       National Statistics.

                                                  Whiskey, however, is the type of investment
  VS IRISH                                        that increases in value the more it ages. 98% of
                                                  the global whiskey market is currently selling

  WHISKEY                                         Whiskey aged 3-8 years. Whiskey brands like
                                                  Jameson and Johnny Walker are in the business
                                                  of volume. Storing Whiskey long term, while
                                                  highly lucrative, doesn’t generate revenue

Real estate is traditionally considered a smart   anywhere close to what they can make selling a

long-term investment, but still has its issues    3-5-year-old blended Johnny Walker Red in bulk.
many investors do not properly calculate into     The ability or willingness to maintain supply at
the returns. If you’re purchasing property for    the mature end of the Whiskey market is dry.
investment purposes, you must account for
                                                  Even 3-year-old Whiskey is of more value
maintenance costs, tenant issues, property
                                                  than most Whiskey made today. Today’s batch
manager’s fee’s, multiple insurances and more
                                                  of Whiskey can’t legally be sold as “Whiskey”
— costs which reduce rental income in most
cases to less than 3% per annum. When looking     until it’s been aged in wood for 3 years + 1 day.

at appreciation, it a good steady market it may   Owning a supply of aged Whiskey (even 3

average out to 7% per annum. Of course, this      years old) is highly valuable to brands looking to
depends upon the supply and demand of each        buy to meet global demand, such as new
market. More immigration to a market can          distilleries or producers who are waiting for
inflate demand, whereas a halt on population      their supply to mature. Ireland alone has 18 new
growth like we›re set to witness with Brexit      distilleries planned over the next decade. This
can dramatically stunt the Real Estate market.    moment is a rare time in history to be involved
House prices in London for 2017 fell at the       in such a market

                      30                                                 31
THE WHISKEY
TOUR EXPERIENCE
                  Imagine a tax-deductible trip to rural Ireland to
                  see a commercial distillery behind-the-scenes.
                  A beautiful drive out towards the countryside to
                  visit one of Ireland’s largest distilleries. See the
                  trucks of grain and malt unloading, the ancient
                  methods of making Whiskey paired with the
                  convenience of modern technology, ensuring
                  ultimate consistency.

                  A rare chance to peek behind the curtains where
                  the magic of Whiskey takes place. Spy on the
                  Whiskey being filled into casks, followed by a
                  guided walkthrough of the bonded warehouse
                  where the Whiskey will be laid to rest for many
                  years to come. Allowing the flavours of the oak
                  cask and the Irish climate to do its job.

                  The next stage takes you out for lunch, followed
                  by a Whiskey blending course which certifies
                  you as a trusted Whiskey expert. Dinner that
                  evening with fellow investors creates special
                  opportunities for networking and meeting new
                  friends while you get to know our team in a
                  more personal and intimate setting. Finally, a full
                  Whiskey presentation is provided the following
                  morning with a full spread of breakfast before
                  you depart that afternoon

       32                                 33
THE LONG
                                                        As     reported     by     Scotchwhisky.com,                 Our Founders parents love to rave
       TERM                                             we’ve seen recorded sales of Irish Pot                       about how they bought a house 45
                                                        still whiskey selling for very healthy                       years ago for £9,000 and today it›s
     STRATEGY                                           sums from back in 2017 when they                             worth £245,000. Yet, when you add
                                                        went on sale.                                                in ongoing costs like homeowner›s
                                                         A 12-year-old cask selling for €75,000            insurance, property tax, 45 years worth

          15 YEARS TO                                    A 15-year-old selling for €320,000 for
                                                                                                                     of maintenance and so forth, it›s not as
                                                                                                                     exciting a return over 45 years.
                                                         400liters (€160,000 for 200liters)
  TURN €2,550 INTO
                                                         
                                                                   We’ve even seen just 80 liters of                 With a recorded sale of 80 liters of
              €160,000                                   Potstill from in 1984 sell for €330,000                     33-year-old whiskey selling at €330,000
                                                         (only 33 years old!)                                        and a purchase price today of only

                                                        Assuming you kept              10 casks      and             €2,550 for 200 liters, you can quickly do
Assuming you have time on your hands, are               achieved a similar price of €160,000 at                      the math on Real Estate vs Whiskey.
planning your retirement or if you wish to leave        15 years, your remaining 10 casks would
a legacy for your grandchildren, or perhaps a
                                                        be worth €1.6million
favorite charity, a longer-term strategy might                                                                       DON’T FORGET INFLATION
interest you. Assuming you invest in what we            The price at this age is so high due
                                                                                                                     Based   on    3.4%   inflation,    what   is
call a single unit. Which is 10 pallets. With 6 casks   to 98% of whiskey being sold at a
                                                                                                                     €330,000 today in 2019, would actually
per pallet, this equates to 60 casks. Hold all 60       younger age. Given the limited quantity
                                                                                                                     be €1,008,291.64 in 33 years. You see, a
casks for 5 years. Then release 50 with the aim         of such a rare Whiskey, the auction
to recoup the entire investment plus a healthy                                                                       cask of Whiskey 33 years ago was not
                                                        houses will go crazy to get their hands
return on investment (ROI) across all 60 casks.                                                                      €2,550 like it is today — it was more
                                                        on such cask.
                                                                                                                     like €650 ¬— A truly exciting opportunity
With the remaining 10 casks, opt to hold them           And       this   doesn’t       even    consider              for the far-sighted investor, yet still
for another 10 years or longer in the bonded            inflation. This is based off today’s                         incredibly appetizing for the short-
warehouse. Maybe you put them into your                 selling    prices—       not   what     such        a        term players too.
children’s name, keep them for the golden years
                                                        Whiskey will be worth 15-35 years into
of retirement, put them into your grandchildren’s                                                                    VERY IMPORTANT: We do not sell
                                                        the future as prices inevitably increase
name or even your favorite charity to leave a                                                                        single casks of Whiskey. We have a
                                                        with      the    3.4%    standard      inflation.
lasting legacy.
                                                        €2,550 investment with the potential                         minimum purchase order. Please speak
                                                        to yield €160,000 in 15 years looks an                       to our team to see stocks available and
                                                        exciting opportunity.                                        volumes we can sell.

                         34                                                                                     35
LONDON
                                                   020 3129 1639

        WE ARE
                                                   CALL NOW
         HERE
        TO HELP

We only have a finite amount of casks available      DUBLIN
for the private investor market.

To secure your spot in this limited opportunity,
                                                    01 4378535
call now to speak to one of our whiskey
specialists

                      36                                 37
HOW DO I KNOW I HAVE                                WHAT IF THERE IS A FIRE
                                                     GENUINE OWNERSHIP?                                  OR THEFT?

              FAQ’S                                  We purchase the casks under our
                                                     bonded tenancy agreement with the
                                                                                                         Your Whiskey is insured against fire
                                                                                                         and theft for their value at that time.
                                                     Irish Revenue Commissioners and the                 Each year we reassess the value of the
                                                     distillery. We then have a legal contract in        whiskey. In the very unlikely event that
WHAT IS A BONDED WAREHOUSE?                          place granting you full-unencumbered                your casks are damaged, stolen or the
                                                     ownership of each cask you purchased.               warehouse catches fire, your Whiskey
A bonded warehouse is a tax-free storage location.
                                                     All cask numbers are registered with the            will be replaced by a cask of equal value.
Duty and tax payable on goods held there are         Irish Revenue commissioner, we also                 The last Whiskey warehouse fire was
deferred until the goods are shipped out, usually    keep a record as does the distillery.               in 1875, so this is highly unlikely. There
by a professional blender who acquires your                                                              is no bootlegging secondary market
                                                     We maintain a register at The Whiskey
                                                                                                         for Whiskey, therefore, the theft would
Whiskey for bottling when it is mature. Because      & Wealth Club. Each cask is numbered,
                                                                                                         make no sense. Whiskey is all recorded
of the high potential tax take from alcohol,         held in the bonded warehouse. In
                                                                                                         with   the   revenue     commissioner.    It
                                                     addition, you will receive a Title Deed
bonded warehouses are closely monitored by the                                                           cannot be sold anywhere unless they
                                                     so there will never be any doubt which
government and are among the safest of storage                                                           get their cut. Everything is tracked.
                                                     casks belong to you
locations for goods. In addition, your Whiskey is                                                        Whiskey casks are heavy and require
                                                                                                         trucks and machinery to remove them,
insured against loss or damage.                      WHAT IF THE BONDED
                                                                                                         with 24/7 security and no reported
                                                     WAREHOUSE GOES
                                                                                                         theft in the history of the warehouse.
WHO IS THE INSURANCE COMPANY?                        OUT OF BUSINESS?
                                                                                                         The    warehouses      in   2018   are   all

                                                     This is highly unlikely given the people            fire   regulated   and      have   sprinkler
The insurance company we use is Aviva plc.
                                                     and the capital where your Whiskey will             systems installed. There are millions
With over 33 million customers, operating in                                                             of euros in stock sitting in these
                                                     be stored. However, in such an unlikely
16 countries and close to £50billion in annual       event, you can simply move your casks               warehouses

revenue, they are one of the worlds largest and      to any other bonded warehouse facility
                                                     in Ireland, of which there are many. And
most trusted insurance companies
                                                     increasingly more are coming online
                                                     as the Whiskey market continues a
                                                     resurgence to its former glory

                       38                                                                           39
W H I S K E Y & W E A LT H
                        CLUB
  LONDON                           DUBLIN
1 Fore Street Ave, London,       20 Harcourt St, Dublin2,
      EC2 9DT, UK                    Rep Of Ireland
     T: 020 3129 1639                 T: 01 4378535

                www.whiskeyhealthclub.com
              invest@whiskeywealthclub.com
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