Masters in Business At The Money: Farmland Investing
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Oct 8, 2025 Brandon Zick, Chief Investment Officer of Ceres Farmland Fund, dives into the intriguing world of farmland investing. He discusses how farmland acts as a solid inflation hedge while offering diversification and appreciation. The conversation covers unique sourcing strategies, regional advantages in the Great Lakes, and the rising demand for data centers. Zick also highlights challenges such as climate impacts and competition from institutional investors, making a compelling case for why farmland should be a serious consideration in one's investment portfolio.
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Use Farmer Networks To Source Deals
- Source farmland through auctions and private, off-market deals using a tenant/farmer network.
- Build relationships with family farmers and estates because many sales come from non-farming heirs and private transactions.
Why The Great Lakes Are Preferred
- The fund focuses on Great Lakes and Midwest states for high-quality soils, rainfall, and proximity to demand.
- Location benefits include lower production costs and better access to population centers and markets.
Inflation Correlation Explained
- Farmland tends to move with inflation because crop prices and alternative uses (development) boost value.
- Land values can rise even when production doesn't increase, driven by macro trends and demand for land.