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COLLECTIVE: col·​lec·​tive 

Working together to streamline bourbon investing in the United States 

About The Collective: Bourbon Investment Group 

Welcome to The Collective Bourbon Investment Group. We have converged to redefine the landscape of bourbon investment in the United States.

Our team of seasoned professionals hail from diverse backgrounds such as Whiskey Production and Management, Finance, Real Estate, Law, and Medicine. As individuals, we may seem like an odd bunch, but together as The Collective, we are a powerhouse of knowledge and dedication.

 

Our diverse expertise enables us to conquer the complexities of the bourbon market with confidence and precision. Whether you're a seasoned investor or new to the world of whisky investment. The Collective encourages you to invest in the best bourbon investments available. 

 

Contact Us 

Driving Investment in Bourbon Barrels 

Shared Passion 

 

At The Collective, we understand the potential of bourbon investment funds. With a shared passion for whiskey, we have pooled our expertise to create a dynamic and forward-thinking investment platform. We believe that investing in bourbon is not just about financial returns, but also about preserving tradition and fostering growth within the industry.

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Common Mission

The Collective pushes the boundaries of creativity and innovation while making sound investments in the US bourbon industry. From bourbon investment funds to buying bourbon as an investment, we provide comprehensive solutions tailored to meet your investment goals. Our commitment to excellence drives us to constantly explore new avenues for investing in bourbon, ensuring that our clients stay ahead of the curve. 

Value-Driven Investment 

Buying bourbon as an investment is a long-term strategy. It takes years for bourbon to mature in taste and increase its worth for investors. Rare bottles or discontinued whisky also influence the price. When partnered with industry professionals like The Collective, you can expect lucrative deals for your bourbon barrel investments. 

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Ready to Invest in Bourbon? 

Bourbon enjoys huge popularity among many other spirits in the United States. As the demand continues to soar, the value of bourbon bottles is heating the investment market. 

 

The Collective is America’s reliable bourbon investment group. We have acquired knowledge and experience to help you maximize returns on investment in bourbon barrels. 

 

Join us on our journey to cultivate the culture of investing in whiskey. Together, let's raise a glass to the future of bourbon investing.

Frequently Asked Questions

  • What is the minimum purchase amount?
    For American whiskey, whole casks are approximately $1,800. That amount also covers storage and insurance. The optimal hold time is typically four years. Partial barrels can be purchased monthly for as low as $225 which buys 1/8th of a barrel with a 1-year contract.
  • Why is the minimum so low?
    The minimum purchase starts at $225 because we offer partial casks with an annual contract. When you consider that a 53-gallon barrel holds 266 bottles, you’re getting 33 bottles of whiskey juice under $7. The stability of the monthly purchase program allows multiple buyers as a Collective to purchase at wholesale production costs from the distilleries.
  • Where is the whiskey sourced?
    We partner with craft distilleries currently in North Carolina and Texas.
  • What are the management fees?
    ZERO
  • Why invest in casks and not bottles?
    Whiskey Improves with Age. The flavor and aromas of whiskey constantly evolve while they are in the cask. Once whiskey goes in a bottle, it stays the same permanently. Now you are competing with retail distributors verses remaining in the wholesale shadows. Casks have more liquidity. When you want to sell your cask, you have multiple wholesale buyers who are blending, bottling, and holding for additional maturation.
  • Can I invest in custom or rare casks?
    Yes. These are offered as available. Let us know what you are looking for as prices and hold times can vary greatly.
  • Where are the casks stored?
    Cask storage facilities are called Rickhouses. Typically, a temperature and humidity-controlled bonded warehouse either managed by the distillery the cask was purchased from or a Cask Collective managed facility.
  • Can I visit my cask?
    Yes. Contact us to make arrangements to take a distillery tour.
  • How are the casks insured?
    The insurance policy is based on the initial purchase price through the rickhouse operator.
  • Can I invest in a cask through an LLC, trust, or joint ownership?
    Yes
  • Can I take delivery of my cask, or have it bottled?
    Yes, and the whiskey will be delivered in bottles. We will work with you to get your whiskey bottled and shipped to you. Know that delivery of your whiskey will be subject to packaging and freight costs in addition to local taxes and duties. These costs will be determined and upon approval. You will need to advance all funds to complete the delivery.
  • Can I have proof of my cask?
    You will receive a barrel number that uniquely identifies every barrel for Federal tax purposes and tracking along with a certificate or ownership.
  • Can I bottle my whiskey with a custom label?
    Yes, you can have your whiskey custom labeled. This has traditionally been a great value to business owners providing branded gifts to customers. These services can be completed for an additional fee.
  • How is the value of my cask determined?
    Valuation is based on data from comparable sales from whiskey exchanges and auction houses around the world.
  • If bourbon is such a great investment, why don’t distillers hold all their casks?
    Whiskey is a long-term asset. The magic is in the cask maturation, due to this, distillers must wait years before selling. However, waiting years to sell a product causes cash flow issues. That’s why distillers sell some of their new fill casks immediately and free up working capital. Often, the distiller will buy back their whiskey when it’s mature so that they can bottle and sell it.
  • What is the average estimated hold time per cask?
    4 years is the norm for bourbon but not longer than 25 years per Federal rules.
  • What happens when I want to sell my cask?
    We locate purchasers in advance of the final maturation and will typically negotiate a bulk sale. You will be invited to participate along with us. If you need to sell prior to full maturation, there are often buyers available but know that it may take a couple months to complete. We will obtain offers and present you with the available options for your ultimate decision.
  • Where does my cask end up? Who buys it for bottling?
    Many craft brands do not have distilleries or rickhouses and they purchase these types of casks. They may bottle as is, blend with other casks or blend and mature in different casks to enhance the flavor profile. Next time you are in a spirits store, look on the back of the bottles and they will usually disclose where the product was distilled. It is surprising to many how common and unknown this is.
  • Do I get to choose the whiskey cask or distillery?
    Those purchasing more than 100 casks at one time can have input on the product. Under 100 barrels you participate in the wholesale transaction we are able to locate from the top 5-10 desirable types of product being produced.
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