Who We Are: With over 30 years of combined industry experience and unparalleled access to market data, Estate Wine Brokers is the team that can help you organize fine wine into an alternative investment asset class that suits your lifestyle and financial goals.
What We Do: Our job is to provide clients with the best possible strategy for buying, selling, and trading investment-grade wines. We work only on a referral basis, and today we advise over $28 million in wine collections.
Why Invest in Wine: The secondary market for fine wine is similar to the market for fine art. As wine ages with time, consumption takes a toll on the availability of any particular vintage. This is especially true of top vintages with lower than average yields which are famous for concentration and longevity. The result is the appreciation of price and demand combined with a reduction in supply that is exacerbated over time. As of EOY 2017, the fine wine market has increased in value by an average of 10% over EOY 2016 across all major auction indices, with some indices advancing by over 31%.
- Information – We closely follow harvest reports and monitor trends in the auction and retail markets in order to harness supply and demand from the point of true opportunity. We are not mesmerized by the hype surrounding wine scoring, and we do not gamble in the futures market.
- Negotiation- We network within Private Equity Groups and Family Offices to find investment-grade wine collections. We perform appraisal, provenance, and negotiation services at a fair rate to ensure optimal pricing and full disclosure for our Clients.
- Post Delivery-We offer continued support to our Clients including logistics, insurance, cellar advisory, and sell-side assistance with auction houses and via our Private Client Network.
- Liquidity Event – We advise Clients as to when to liquidate all or part of their collections to maximize gains, and we know which outlets are performing at the highest levels. We provide a strategy that delivers maximum ROI over a sustained sale period.
Additional information is detailed in our book, Investing In Fine Wine: How to Buy, Sell, and Profit from the World's Most Delicious Asset (Lioncrest Publishing, 2017)
Investing in Fine Wine: One Year In
This May marks one year since the publication of our book Investing in Fine Wine, and apropos of this milestone, we’re revisiting some of the claims we made in the book in order to objectively determine whether our market predictions were sound. In Chapter 8 of the book entitled “How to Find and Select a Wine Broker,” we identified fourteen specific wines for investment purposes and listed the lowest domestic retail price for each according to wine-searcher.com. Below is a chart that compares those values against the current retail prices of the same wines:
|Wine||Vintage||Price 3/17, 1 Bottle||Price 5/18, 1 Bottle|
|Chateau La Mission Haut-Brion||2005||$450||$575|
|Domaine Fourrier Gevrey-Chambertin Clos St. Jacques 1er Cru||2015||$429||$525|
|Domaine du Comte Liger-Belair Vosne-Romanee Clos du Chateau Monopole||2014||$300||$500|
|Domaine Georges Noellat Grands Echezeaux Grand Cru||2015||$250||$528|
|Scarecrow Cabernet Sauvignon||2014||$400||$649|
|Futo Proprietary Red Oakville||2012||$275||$295|
|Domaine Jean-Louis Chave Hermitage||2010||$425||$550|
|Henri Bonneau Chateauneuf du Pape Reserve des Celestins||2010||$500||$599|
|Chateau Rayas Chateauneuf du Pape Reserve||2009||$525||$979|
|Giacomo Conterno Barolo Riserva Monfortino||2008||$585||$679|
|Elio Altare Barolo Cannubi||2012||$150||$152|
|Vietti Barolo Riserva Villero||2007||$345||$332|
|Pian dell’Orino Brunello di Montalcino Riserva Bassolino di Sopra||2010||$119||$445|
With the benefit of hindsight, we can see that if a reader followed our specific recommendations and purchased one bottle of each wine early last year, the value of that parcel on the secondary market would have increased by approximately $2,151.00 USD or 30% since that time. Compare that to the average rates of return on other investments like stocks, bonds, and mutual funds, and it becomes clear why fine wine is such an exciting and potentially lucrative alternative asset class. At Estate Wine Brokers, we want to be your go-to source for insider information in the dynamic world of fine wine investment, so contact us today for a free consultation.