The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
Other People's Money with Max WietheShow Notes
Learn more about Teucrium’s Soybean ETF (SOYB) here: https://teucrium.com/soyb
In this episode of Other People's Money, Max sits down with Chris Morris, President of LandFund Partners, to explore why they believe U.S. row crop farmland is the ultimate hard asset. Chris details how farmland performed as a portfolio diversifier during the Great Financial Crisis and explains why the relative value compared to other regions and essentially free access to 300-years of groundwater them has focusing on the U.S. Mid-South region. He highlights global water scarcity, food security, and inflation as macro drivers for this farmland, but he also argues that rising values and yields from technological improvements and increased demand for non-farming purposes like solar power are how they have delivered S&P 500 beating net returns since 2021.
LandFund Partners website: https://www.landfundpartners.com/
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Timestamps:
00:00 Intro
00:40 Teucrium SOYB
01:00 Investing in Farmland
04:26 Diversification and Correlation
06:07 Real Assets and New Macro Risks
09:13 Scarcity and Water Thesis
10:48 Protein Demand Multiplier
12:45 How Farmland Returns Work
15:00 AI and Renewable Energy
15:41 Teucrium SOYB
17:02 Community Impact and Ethics
20:21 Who Buys Farmland?
22:47 Why the Mid-South
26:33 Valuation Gap Explained
28:25 Water Rights and Water Scarcity
35:06 Solar Leases Beat Crops
39:23 AI Boosts Farm Profits
42:22 Regenerative Farming and the Three Fs
44:35 Iran Conflict Inputs and Crops
48:26 Subsidies and Rent Security
54:02 Fund Focus and Growth Plans
57:30 Conclusion
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This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/
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