Real Assets

Frank Austin says the firm is pursuing a $500m regenerative and organic permanent crop strategy designed to deliver double-digit returns without relying on organic price premiums.

With one fund already closed and the other just beginning its raise, the two strategies hint at how far market conditions have shifted since the start of the decade.

The $289m close marks the end of a challenging journey and the beginning of an integrated play that spans production processing and end markets.

The public pension fund is targeting commitments across non-core real assets in 2026.

Chief operating officer Stavros Koutsantonis says progress in the measurement, reporting and verification of regenerative farming practices is helping to create excitement among LPs for its US farmland strategy.

The firm’s debut farmland vehicle will pursue an own-and-operate strategy and expects regenerative farmland certification to act as a ‘strategic value lever’.

Agech has found itself at a juncture where a late cycle shake out has left serious capital providers and strong businesses as the main players in market – now is not the time to retreat, says Cibus Capital CIO and co-founder Rob Appleby.

Diversification in agriculture goes far beyond investing in both permanent and row crops, says Fiera Comox’s Matthew Corbett, and LPs need to ensure they’re adding the right type of exposure to their portfolios.

With sawmills slowing and policy uncertainty rising, should investors be reassessing how reliably US housing can underpin forest cashflows?

The multi-asset class allocator will launch a real asset debt search and scale its alternatives platform this year.