Private Client Group
New York Barrel Syndicate is a community, a group of individuals joined in unity over common interest – namely, a passion for Whiskey and sound investments.
We are industry-seasoned in End-to-End Management – covering analysis, sourcing, purchase negotiations, oversight of your acquisitions & monetization of your investments.
Our experienced team has been involved in every aspect of the whiskey industry for over a decade. We have aggregated a wealth of comprehensive data across all major distilleries, analyzing performance, current trends and brand prestige. We are well-versed in the proprietary knowledge that every barrel is a composition of distinct attributes – such as distillery, age, wood type, barrel size and strength – that determines its ultimate market value.
With these varied factors, we make shrewd evaluations based on maturation of the liquid, the value of comparable casks and benchmark prices for similar bottles to provide investors with a forecast perspective on the future potential for each barrel.
An Investment That Gets Better With Time
CIRCUMVENT MARKET VOLATILITY
…with smooth & stable returns. This is a non-traditional, yet deliciously lucrative investment opportunity. Whiskey is a prized libation that can only be created with the passing of time. One of its greatest characteristics is that it requires a strictly regulated maturation period that naturally creates a low supply and high demand dynamic within the market. For the well-informed investor, this results in steadfast increased value and rich returns as the years go by.
DIVERSIFY YOUR INVESTMENTS
The Bourbon Whiskey Industry is booming in the U.S. as well as worldwide. It is an ideal time to enter this rare, rapidly-growing and widely profitable market.
While it is uncharted territory for non-industry investors, we do believe the risks are low through expert guidance – with overwhelming potential for high returns.
GAIN ACCESS TO AN EXCLUSIVE SECTOR
For centuries, whiskey barrels have been sold to private individuals in order to furnish the cashflow that distilleries need to survive, operate, and expand. Up to this juncture, whiskey investment was primarily limited to industry dealers and institutional buyers.
A savvy investor is key. YOU.
A seasoned specialist is vital to help you chart the territory – skillfully bringing together your portfolio program & successfully navigating you through the many types of investments, unknowns, and high amount of competition.
That specialist is your Dedicated Team at New York Barrel Syndicate.
Whiskey Revenue, 2019, USD
Annual Market Growth
Bottles Sold, 2019
US Alcoholic Beverage Market – Overview
The volume of the U.S. beverage market totals at 202 billion liters of liquid. Alcohol is responsible for 16.5% of total beverage volume. The alcoholic beverage market is over 80% attributed to malt beverages with wine and spirits products splitting the remaining 20%. Distilled spirits make up around 7% of the sales of alcoholic beverages. The largest sub-category of spirits is vodka with 34% of cases sold, followed by whiskey with 24% and miscellaneous specialty spirits at 12%. Wines make up around 11% of the alcoholic beverage market. 71% of the cases sold are domestically produced wines and 19% are imported wines. Champagnes and sparkling wines make up around 7% of the wine volume.
US Market Universe of Wine and Spirits
Industry has been growing with revenue outpacing volume on the spirits side.
The wine and spirits industry has experienced steady growth over the last ten years. The spirits segment volume has been growing at a CAGR of 1.8% over the last 10 years while revenues outpace this growth with a CAGR of 3.3%. The wine segment has been growing steadily at a CAGR of 3.4% over the last ten years in revenues and a CAGR of 2.2% in volume.
Open States are approximately 80% of the wine and 75% for spirits, the remainder are sold into control/monopoly states. The largest markets are California, Florida and New York.
Revenue share change of large and small brands in selected food categories 2009-2013 in %
Smaller brands taking share of larger brands is a phenomenon across many FMCG (fast moving consumer goods) categories. Factors often cited as reasons include: shortening life cycles of brands in general, entrepreneurial innovation wave, liberalization and de-concentration of marketing avenues (e.g., Internet), premiumization, desire of consumers to differentiate themselves. Market is getting more fragmented- smaller brands have been gaining share.
Why Choose Us?
Strong history of long-term capital appreciation – the number one investment appeal is the potential for capital gains.
Whiskey barrels have shown exceptional stability and consistency in performance over the long-term perfect for investors looking to diversify their portfolio.
A truly unique commodity – the characteristic of each casks differs widely and improves the investment potential for whiskey barrels.
Your portfolio of barrels can be seamlessly passed from one generation to the next making it a discreet way of transferring wealth.
Start Investing Today
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Available only to accredited investors. Please read disclosure information on last page/below. Investments are speculative and not insured or guaranteed.
NOT FINANCIAL ADVICE
The information contained on this Website and the resources available for download through this website is not intended as, and shall not be understood or construed as, financial advise. I am not an attorney, accountant or financial advisor, not am I holding myself out to be, and the information contained on this Website is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
We have done our best to ensure that the information provided on this Website and the resources available for download are accurate and provided valuable information. Regardless of anything to the contrary, nothing available on or through this Website should be understood as a recommendation that you should not consult with a financial professional to address your particular information. The Company expressly recommends that you seek advice from a professional.