Masters in Business At The Money: Farmland Investing
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Oct 8, 2025 Brandon Zick, Chief Investment Officer of Ceres Farmland Fund, dives into the intriguing world of farmland investing. He discusses how farmland acts as a solid inflation hedge while offering diversification and appreciation. The conversation covers unique sourcing strategies, regional advantages in the Great Lakes, and the rising demand for data centers. Zick also highlights challenges such as climate impacts and competition from institutional investors, making a compelling case for why farmland should be a serious consideration in one's investment portfolio.
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Farmland's Core Investment Benefits
- Farmland delivers yield, capital appreciation, and an inflation hedge simultaneously.
- It acts as a diversifier with low correlation to stocks and bonds over long horizons.
Historical Farmland Appreciation
- Long-term U.S. farmland appreciation has averaged roughly 6% annualized over decades.
- That gain reflects inflation plus productivity improvements that accrue to landowners.
Use Farmer Networks To Source Deals
- Source farmland through auctions and private, off-market deals using a tenant/farmer network.
- Build relationships with family farmers and estates because many sales come from non-farming heirs and private transactions.