Other People's Money with Max Wiethe The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
Mar 17, 2026
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Farmland Provides Genuine Portfolio Diversification
- Farmland is a low-correlation real asset that diversifies portfolios, showing slight negative correlation to the S&P and near-zero correlation to 10-year treasuries over 30 years.
- LandFund built its strategy post-2008 combining macro food/water security research with local farming experience to offer true diversification rather than crowded private asset bets.
Protein Demand Multiplies Grain Demand
- Global GDP growth drives protein demand which multiplies grain demand because animal protein requires 3–5x more grain per calorie than plant diets.
- That rising protein consumption increases long-term demand for row crops used as animal feed, not just direct human consumption.
Boost Farm Income By Enabling Local Operators
- Increase farm NOI by partnering with local operators and scaling their operations so they can buy better equipment and spread costs across more acres.
- LandFund buys blocks, leases to family operators, then raises rents as farmer profitability improves.