Amid reports that water worries are pushing investors north into the Pacific Northwest, California farmland markets are preparing for a new regulatory regime one manager says will create winners and losers.
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.