Farmland LP

Billionaire Investor Jeremy Grantham: "We are skating on thin ice, and no one talks about that. We have eroded 90% of our safety margin. We have sufficient soil in the great growing areas, but we only have an inch or two extra where we used to have a foot or so extra, so our safety margin has been used up, and we are losing it at about 1% a year. Depending on where you are, we only have 40 to 70 years of good agriculture left if you do it this way. We have to change the way we do agriculture." https://lnkd.in/ger3purV The Investor's Podcast Network GMO #JeremyGrantham #organic #regenerative #farming

In just 15 years, Farmland LP has become the 14th largest farm manager in the U.S. and the largest in the U.S. focused on organic and regenerative agriculture. We have over $300 million worth of farms under management, 18,000+ acres now! This journey could not have been realized without our amazing investors and the dedication of our 50-person Farm Team and 11-person fund team. Here's where our farms are located, and we are expanding our farm portfolio to include more conventional farms that we will convert to organic and permanent crop farms.

July is Blueberry Month! At Farmland LP, one of the forty crops we grow is organic blueberries, a crop with rising consumer demand and strong market potential. Farmland LP's organic blueberry cultivation aligns with increasing consumer demand for healthy, sustainable foods, offering attractive returns for investors. Discover why blueberries could be a fruitful addition to your investment portfolio.

According to the Organic Trade Association, U.S. organic food sales surpassed $67 billion in 2023, with organic produce leading at $22 billion. This resilience amidst rising food prices underscores the importance of organic products to health-conscious consumers. Farmland LP is at the forefront, transforming conventional farmland into high-value organic cropland, benefiting both the environment and investors.

🎤 New podcast with UBS' Jason Draho on the possibility of another Roaring '20s for the US https://lnkd.in/gzFz3U6w We covered: -- The resilience of the US economy -- Macro regime change -- 4 megatrends he's focused on: capex boom, green energy transition, AI, and security & deglobalization 💬 Some key quotes from Jason: 🔹"I think ... a lot of investors have been dragged, not kicking and screaming, but in disbelief that the economy has done as well as it has." 🔹 "there's been essentially a positive aggregate demand shock to the economy, massive stimulus. And we can debate ... whether that's good or not, but what it did do is take us out of an environment for basically a decade post-financial crisis in '08 where it was just lower for a longer regime." 🔹 "...bonds aren't a negative asset class, but they're just not the ideal asset class that they were for so long. So, I think that means you need to think about other things to add to your portfolio." 🔹 "...to me this deglobalization idea sounds like a catchy buzzword. I think in practical matters, I'm much more skeptical that we're really going to somehow retrench after 40 years of moving in that direction." Thanks to our sponsor Farmland LP

Did you know the average age of U.S. farmers is nearly 60? Thankfully, more young people are getting involved in agriculture, with organizations like Future Farmers of America (National FFA Organization) seeing record membership. This new generation is passionate about sustainable farming, regenerative agriculture and incorporating innovative technology. Farmland LP's foundation is built upon these pillars and we're proud to support these future farmers by converting conventional farmland into sustainable, thriving ecosystems where the next generation of farmers will nourish the world while protecting the environment. 🌱🌾

The Planetary Health Diet is not just a health fad—it's a crucial step towards preserving our planet. By reducing our consumption of red meat and sugar and increasing our intake of plant-based foods, we can significantly lower the risks of chronic diseases and lessen our environmental footprint. At Farmland LP, we are proud to champion these sustainable practices by transforming conventional farmland into thriving organic ecosystems. Investing in sustainable agriculture is not just a sound financial decision; it's an investment in our collective future. 

🫒 The price of olive oil has doubled over the past two years as hot weather and drought have baked olive groves around the Mediterranean. 🍫 Heat waves and untimely rain in West Africa have sent cocoa prices to record levels this year. ☕ Traders are hoarding coffee after a severe drought in Vietnam, the world’s second-largest producer, pushing prices of the Robusta variety to a 45-year high. Extreme weather events, including heat waves, droughts, and untimely rains, lead to reduced yields and increased prices for key agricultural commodities such as wine, olive oil, coffee, and cocoa. This The Wall Street Journal article from Jon Emont highlights how weather and climate reshape global agriculture and drive up prices. Farmers are battling extreme weather, and traditional growing regions need help to adapt. At Farmland LP, we are acutely aware of the need to invest in sustainable, regenerative farming practices. These practices are not just about weathering climate disruptions, but about building resilience against them. For more insights, we invite you to read our latest article in the Green Money Journal, which delves into the impact of weather and climate on Napa cabernet, Florida oranges, Georgia peaches, and Washington apples: https://lnkd.in/gjUJgWBQ

It was great having you and your dad, Amarinder Sidhu!

Ensuring food security is a fundamental role of the government. When crop failures occur, it's crucial to support farmers to keep them in business. However, creating demand subsidies, such as converting corn into ethanol, also brings challenges.