real assets

Land Report editor Eric O’Keefe told Peoples Company’s Land Investment Expo the couple’s 240,000-acre farmland portfolio reflects a commitment to agriculture that will ‘change the way America farms.’

State investment officer Steve Sikes says the ‘difficult decision’ will result in the transfer of farmland and timber assets into existing accounts managed by UBS and TIR, respectively.

Agriculture partner Matthew Corbett discusses his firm’s assessment of the asset class this year and what they expect to see from investors and consumers in 2021.

Equilibrium chief executive Dave Chen says production methods that are ‘asset intensive, not land intensive’ will rewrite ‘the face of agriculture and what it means to scale.’

Co-founder Gabe Santos says he hopes the fact many institutions 'don’t even have an allocation yet for farmland' means there is space for growing interest to turn into capital commitments. and Dan Little describe how farmland’s evolving investor base helps shape the firm’s fundraising and portfolio strategies.

The $41.9bn endowment has made progress in growing its private equity portfolio while shedding older illiquid assets that have weighed on performance.

Chief executive and former Harvard natural resources MD Colin Butterfield says AIG’s desire to back his team’s food and ag strategy helped catalyze the creation of Solum.

Peoples Company owner Steve Bruere says institutional investors could sell assets through the 1031 exchange market, but the structures offered by DST Farms are largely aimed at retail investors.

Wave Financial managing partner Benjamin Tsai says tokenization of spirits expected to appreciate 3-5x over a five-year fund life could eventually support a liquid market offering exposure to the aging of whiskey.

The Impact Alternatives Fund will invest up to 30% of its capital in regen ag and up to 20% in environmental assets in response to investor feedback.