Making Markets
Episode 32 Investing in Farmland
Making Markets

Episode 32: Investing in Farmland

Making Markets

Episode 32

Investing in Farmland

Ben Gordon is the CEO of Fractal. We cover the case for investing in farmland, why institutional ownership remains low in the asset class, and Fractal's unique business model.

(00:00:00) Welcome to Making Markets

(00:01:53) The Appeal of Farmland Investments

(00:04:23) Challenges and Opportunities in Farmland

(00:10:22) Fractal's Unique Business Model

(00:15:58) Investor Insights and Tax Benefits

(00:21:48) The Impact of Technology on Agriculture

(00:23:50) Farmland and ESG Investing

(00:26:23) Fractal's Vision and Strategy

(00:28:11) Scaling and Risk Management in Farmland Investments

(00:33:17) Historical Performance and Market Dynamics

(00:43:27) The Future of The Market for Farmland

 

Investing in Farmland

Introduction

Eric
My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors' exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category.

We then dive into Fractal's business model, what a typical deal looks like and where they fit in the agricultural capital stack. If you're interested in this topic, I also recommend listening to our earlier episode called Harvesting Alpha through Farmland. Now please enjoy this episode with Ben Gordon.

Farmland as an Asset Class

Eric
Ben I'm excited for you to join me today. We're doing another episode on farmland because one of the first ones was so popular and liked by many. I thought a fun place to start would be, what is it about farmland that gets finance geeks so excited?

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