In a previous post (Farmland Prices and Populism) we spoke about some of the controversy surrounding foreign ownership of US Farmland. In a recent report by the USDA Economic Research Service there is an interesting chart detailing the ‘extent of Read more…
Author: aglandinvesting
A theme that is becoming more prominent among institutional investors is evaluating investments not only on their return potential, but also how they rate in regards to Environment, Social, and Governance factors (ESG). While some of these metrics are somewhat Read more…
Populism and farmland prices is a recurring theme. A recent article in Fast Company laments about high land prices preventing a new generation of farmers from starting a farming company. The emphasis (bold) was not in the original article but is Read more…
With Amazon acquiring Whole Foods there has been speculation that organic produce profit margins for farmers will come under pressure. Currently Whole Foods accounts for about 2% of organic produce sales, and there is only so much organic produce supply, Read more…
Over a year ago the Saudi company Almarai was in the news (here and here) for having accumulated thousands of acres of farmland in California and Arizona. The issue was not so much that they had invested in farmland but that Read more…
A previous post about the Duarte Nursery lawsuit is an example where government regulation has created uncertainty for farmers and farmland investors. Government regulation isn’t all bad. One example where regulation is extremely beneficial is in the oversight of water wells. Read more…
Recently a long running and well publicized lawsuit was settled. It involved Duarte Nursery v. Army Corps of Engineers. Much has been written about it (example here) and many cite it as a case of government overreach. Essentially Duarte plowed Read more…
What if we could see daily prices for farmland? Well, we kind of can. As mentioned in an earlier post there are two publicly traded farmland REITs focused on US farmland (NASDAQ:LAND and NYSE:FPI). Obviously their share price is determined Read more…
John Deere reported quarterly earnings today. The results disappointing investors and the stock which ended yesterday priced at 124.16 a share reached a low today of 112.87 before closing at 117.31. In a supplement to the quarterly analyst call they Read more…
We are planning an in depth post about return correlation, and why the diversification benefits of farmland are often arrived at using suspicious data. However, before that happens, here is a quick post about the reaction of one of the Read more…