Institutional Investors

Private Australian buyers have snapped up sizeable portfolios from asset managers including Proterra Investment Partners and Laguna Bay Pastoral Company in recent years.

Peoples Company is striking a balance between cooperative and competitive farmland services as it deploys institutional capital while supporting GP’s asset management.

The senior director expects 2025 to bring an acceleration in irrigated agriculture, more deals arising from farming families exiting the industry and closer relationships with investors.

Kudu chief executive Rob Jakacki says his firm’s permanent capital structure is a good fit with real assets like farmland and infrastructure.

The president of Peoples Company says his priority is to create a nationally scaled farmland service provider – not a competitor to fund managers.

Co-managing director Paul Greenwood says the agribusiness firm’s inclusion within his GP stakes fund reflects how diversification benefits and return potential have increased agriculture’s appeal among global allocators.

The Dutch pension fund has now committed €300m to the buy-and-lease strategy.

Kempen portfolio manager Tim van den Pol says most of the growth will come through existing assets, with further acquisitions in new countries possible.

AMERRA Capital Management’s founders aim to continue building their agribusiness investment capabilities across private debt and capital solutions post-buyout.

The US may have an outsized influence on investment trends in the year ahead as Donald Trump casts his shadow over global conflicts, trade and climate issues.