Investment Performance
Investing in whiskey casks isn’t just about passion—it’s about real financial growth. Below, explore a detailed ROI breakdown, real investment case studies, and how strategic early exits can maximize your returns.
How Bourbon Cask Investments Grow Over Time
Bourbon barrels appreciate steadily over the years, with optimal returns typically realized between Year 3 and Year 5. Below is a sample ROI projection based on historical data:
Year | Estimated Cask Value | Net Value After Storage & Insurance | Total Return | Annualized Return |
|---|---|---|---|---|
Year 1 | $1,600 | $1,549 | 3% | 3% |
Year 2 | $1,900 | $1,794 | 20% | 9% |
Year 3 | $2,800 | $2,631 | 75% | 21% |
Year 4 | $3,500 | $3,261 | 117% | 23% |
Year 5 (Optimal Maturity) | $4,200 | $4,883 | 159% | 21% |
