Alts Weekly: Blue-Chips Blue, Bagels.com Green

Hello and welcome to Alts Cafe

Highlights from the full issue:

  • Macro: Nigeria raised rates by 200 basis points
  • Real Estate: Brookfield takes a $100 million loss
  • Startups: Pepsi is afraid of Liquid Death
  • Private Credit: Infrastructure debt set records
  • Crypto: Dogecoin had a great week
  • NFTs: Blue-Chips are struggling
  • Art: High ticket sales at Art Basel Hong Kong
  • Vintage Autos: Volkswagen brings buttons back
  • Coins: A $10,000 state quarter
  • Farmland: Massive property tax hikes in Indiana
  • Luxury: Market share grows for AP watches
  • Wine, Tequila, and Spirits: Craft beer is struggling
  • Film & Music: Sony wins $800,000 in court
  • Precious Metals: Silver could double
  • Collectibles: Someone bought the “Titanic” door
  • Websites: Bagels.com sold for $500,000

Let’s go.

Wyatt

Macro View

Bullish News

Bearish News

What are the odds?

Kashi is running a ​market​ for the film Civil War, which will be released next Friday.

​Initial ​reviews put its score at 92% on Rotten Tomatoes. You can bet on a Rotten Tomatoes score over 85% for a 50% return if you don’t think that won’t change as more critics’ opinions trickle in.

Get $25 to play around with using this link.

What are we doing?

​Altea​ Highlights

Check out the ​full roundup​.

Live Deals

​Altea Tequila SPV​

  • Investment size: $260k ($10k minimum)
  • Hold period: 3 – 5 years
  • Potential IRR: 35% to 40%
  • Fees: 2% management | 20% carry | nominal one-time subscription TBC

What’s the deal

Altea will acquire 50 barrels of 100% agave tequila through this SPV to buy and hold for at least 3 years as the spirits age.

The barrels will be acquired, stored, and disposed of through our network of tequila brokers, private collectors, and exclusive brands in Jalisco, Mexico, over the course of 3 to 5 years.

If you’re an accredited investor and want to get involved, please ​let me know​ ASAP. There’s no cap on investors here, so it’s open to everyone — not just Altea members.

Funding Status: $524k soft commits (up from $200k last week)

Upcoming Deals

South Island, New Zealand NRL Expansion

What’s the deal

We’re working with an organization looking to expand NRL rugby to New Zealand. They’re raising a small working capital round of $200k to $300k to finalize the bid (which already has wide support).

Investor Field Trips

We’ve locked in Nashville 🎸 for a music-themed investing adventure to Music City, USA.

Get your boots spit-shined and your guitar tuned.

Est. dates: October 21 – 25

We’ll discount the first few members who make a deposit. Let me know if you’d like to join.

​ALTS 1​ Fund news

K1s are done! Thanks for your patience. Q1 report is inbound ASAP.

Real Estate

Bullish News

Bearish News

  • Mortgage ​demand stalled​, with a 2% weekly decrease in refinancing and a 0.2% weekly drop in purchase applications.
  • Florida’s housing inventory ​rose 34%​ year-over-year, concentrated in areas affected by Hurricane Ian.
  • Brookfield Asset Management sold a ​distressed LA office tower​ for $145 million, nearly half its loan value.

How to invest in real estate right now:

Insurance for the new Florida listings… that’s another story

Startups

Bullish News

Bearish News

How to invest in startups right now:

I still don’t understand Liquid Death.

Private Equity and Private Credit

Bullish News

Bearish News

How to invest in PE and Private Credit right now:

Lots of new regulations to read.

Crypto

Bullish News

Bearish News

How to invest in Crypto right now:

See ya in 2049, Sam.

NFTs

Bullish News

Bearish News

How to invest in NFTs right now:

Probably time to get familiar with the SEI ecosystem.

Artwork

Bullish News

Bearish News

How to invest in Artwork right now:

Chicago — get your act together.

Vintage Autos

Bullish News

Bearish News

How to invest in Vintage Autos right now:

Dear Volkswagen, thank you for the buttons.

Rare Coins

Bullish News

Bearish News

  • Medium-grade barber series coins in dime, quarter, and half-dollar denominations ​remain elusive​.

How to invest in Rare Coins right now:

Check your collection for Georgia quarters.

Farmland

Bullish News

Bearish News

How to invest in Farmland right now:

After our trip to Mexico, there was significant interest in acquiring cash-flowing agave farmland. We may have found the right opportunity. There are ten hectares of prime roadside land available for around $1.1 million, which is a good price. There’s also room to build a distillery and accommodation for STRs. More to come on this.

Altea members get first dibs, but you can get on the ​waitlist​ in case there’s extra space.

Luxury Goods

Bullish News

Bearish News

How to invest in Luxury Goods right now:

I’m curious to see Alibaba’s approach to luxury evolve.

Wine, Tequila, and other Spirits

Bullish News

Bearish News

How to invest in Wine and Spirits right now:

Last chance to get in on our ​tequila SPV​. ​Let me know​ if you’re interested.

Music and Film

Bullish News

Bearish News

How to invest in Music and Film right now:

Thank you Tennessee, Thank you very much. (The Elvis accent is a work in progress)

Metals and Gems

Bullish News

Bearish News

How to invest in Metals and Gems right now:

How much longer can the gold rally continue?

Collectibles

Bullish News

Bearish News

How to invest in Collectibles right now:

I’d also “Let Go” of the Titanic door for $700,000. [Ed: I’m so sorry]

Websites and Domains

Bullish News

Bearish News

How to invest in Websites and Domains right now:

Bagels.com… I wonder what they’re going to sell.

Cheers,

Wyatt

Disclosures

  • We hold BTC, ETH, and a couple Star Wars Action figures in our ​ALTS 1 Fund​.
  • There are a couple of affiliate links above. If you click them, we may get a couple of bucks.

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Author

Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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