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.” Please enjoy this episode with Ben Gordon.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Show Notes
(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
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