HOW IT WORKS

Building Wine Portfolios For Investors Around The World

Entering the world of wine investment will be one of the most fulfilling and fun adventures you undertake. To help you understand every part of the process, we’ve documented all the information you will need to make the start of your wine portfolio as smooth as possible.

How does it work?

ImperialX allows qualified investors to purchase wine from leading distilleries around the world.

1.

Open An Account

During this step ImperialX ensures that investors meet the required qualifications to purchase wine investments. In the United States, investors must meet accredited investor requirements as set forth by the SEC. Once an account has been established, ImperialX can begin sharing details about specific fine wine offerings.

2.

Wine Selection

At this point investors review available wine investment opportunities to identify offerings that match their financial objectives. Investors are presented with the story, brand value, historical values, secondary market performance and future projected growth in order to analyze the investment from every perspective.

3.

Acquisition

After selecting an appropriate investment the investors remits a deposit in order to secure the chosen portfolio. After full payment is received, ownership is transferred to the investor, the investor is sent an ownership certificate and warehouse records are updated to reflect the investor as the exclusive party authorized to control future transactions related to the purchased bottles.

4.

Storage & Insurance

All storage and insurance is included for up to 10 years, allowing investors to avoid any additional outlays during the term of their investment. While the recommended holding period is 5 to 8 years for most wine investments, if an investors chooses to hold wine for a period longer than 10 years then a small annual storage fee will apply after the complementary period expires. Wine portfolios are insured against all damage and loss based on market value of the bottles at the time of loss, protecting investors initial capital outlay and capital appreciation.

5.

Monetization

The direct ownership of the wine by the investor allows for the sale of bottles at any time, after the required one year holding period.ImperialX constantly monitors the value of investor holdings so that investors can make portfolio changes based on market conditions. For portfolios sold through the ImperialX platform, investors can choose to receive a payout within 72 hours of sale or proceeds can be re-invested into new offerings.

WINE INVESTMENT

The business of wine and how investors play an important role

Take a closer look at the critical role wine investments play in the future success of the industry.

Financial Support

The upfront investment in wine provides much-needed capital for wineries to continue their operations, innovate, and expand. This financial support is critical, especially for small and medium-sized wineries, as it helps them compete.

Quality Improvement

The demand for investment-grade wines pushes wineries to produce high-quality wines. It motivates them to improve their viticultural and winemaking practices to meet the stringent quality demands of investors.

Preservation Of Fine Wines

Investors often hold onto wines for many years, preserving them in ideal storage conditions. This enables the wines to mature and develop over time, potentially contributing to an increase in their value.

Market Exposure

Investors often seek out high-quality wines from around the globe. This can help smaller wineries reach a broader market, increasing their brand exposure and reputation. A high demand from investors can elevate a winery’s brand, allowing it to charge higher prices in the future.

Production Increases

With the support of investors, wineries can expand their production, explore new markets, invest in new technologies, or even establish new wineries. This financial backing can help wineries scale their operations and reach new business milestones.

Liquidity

A thriving wine investment sector provides liquidity in the market. Investors buying and selling bottles help maintain active and dynamic market conditions. This aids wineries by offering an avenue by which they can sell bulk bottles.

HOW WE SELECT WINE FOR INVESTMENT

We purchase only wine from top performing wineries

We only offer wine from historically top performing wineries. Ratings, branding, location and marketing all are taken into account.

Critic Scores

Wines that receive top ratings and accolades from leading critics have demonstrated a solid history of price appreciation. ImperialX tracks scores received on specific vintages and the overall history of scores earned by the winery.

Winery Popularity

Across retailers, social media, coverage, and wine communities we find which winerys have historically had the largest and most loyal fan bases. We gauge popularity and seek out expected rising stars to offer our clients wines that we believe have the most potential to grow.

Growth Projections

Looking over the past two decades in the wine industry, current trends, and the global economy, we create growth estimates to help clients understand the profit potential of each wine they buy.

Market Demand

We seek out wine brands that are rising, yet that we believe have not reached their peak. Looking at core bottle prices, auction results, and secondary trading we examine the market demand for every brand we work with.

OUR COMMITMENT

How we provide investors with unrivaled value

We strive to provide investors with unparalleled transparency, secure storage and planned monetization strategies.

Online Access

Our online platform allows you to easily browse, organize, and examine your wine portfolio, making it easier to make informed decisions.

5 Year Storage Included

All portfolios include a 5 year storage plan. This allows the wine to appreciate in value without incurring any additional fees for the introductory period.

Planned Liquidity

Trading managers are always available to discuss any issues you may have. We have numerous strategies in place for the day you decide to liquidate your portfolio, ask us about them!

WHY INVEST

The benefits of diversifying an investment portfolio with wine

Learn why leading investors have called wine the ultimate safe-haven investment.

#1

Wealth Protection

Historically, wine has nearly always maintained value regardless of economic conditions making it the ideal safe-haven asset.

#2

Consistent Returns

Watch your portfolio rise in value each year as your wine gets older.

#3

Guaranteed Provenance

Our due diligence is detailed with processes designed to protect investors.

#4

Natural Appreciation

Time will age the wine, a consistent catalyst.

#5

Surging Demand

Wine has grown remarkably, and is expected to continue.

#6

Limited Supply

The best brands have very limited bottles to go around, giving investors ownership in a scarce asset.

#7

Ease Of Exit

Liquidate your investments with ease and pre-prepared strategies, when the time is right.

#8

Experience

Learn, grow, and understand one of the most exciting and eventful new investment categories.