With the conversion of rainforest into farmland likely to be a closely watched gauge of Brazil’s new administration, farmland investors active in the market will be challenged to carefully weigh near-term opportunities and long-term challenges.
Potential change among the quartet sitting atop the global agriculture industry will shape opportunities for private investors downstream. The drivers of that change reflect challenges shared by all in the sector.
Long-Term Asset Partners appeared out of the blue to bid for the agribusiness, with a purported link-up with Allianz to help remove volatility from ag investing – but GrainCorp’s business is ripe for disruption anyway.
The 2018 Agri Investor Forum in Chicago kicked off with a declaration stating farmland’s arrival as an asset class, before experts expounded upon the opportunities and uncertainties surrounding their markets and related subsectors.