Dutch Mendenhall Blogs

The Green Revolution: Is Farmland the New Gold Standard in Investing?

Written by Dutch Mendenhall | Apr 3, 2024 3:16:54 PM

In an investing climate where volatility is the norm and secure income feels like an ever-elusive dream, investors continually seek the holy grail of an asset class that can provide the perfect storm of stability, growth, and resilience. Right now, all signs point to the rolling green fields of farmland as a compelling contender for the new 'gold standard' in investing.

From the tangible benefits of land ownership to the diverse, challenging world of agriculture economics, farmland investment continues to be a popular avenue among smart investors. If you’re looking for your first investment in land, here is your guide to understanding the landscape of farmland investment opportunities. 

There’s been plenty of news surrounding American farmland, including some ultra-rich figures like Bill Gates and Mark Zuckerberg, who have and will probably continue acquiring land investments soon, but why do the rich invest in farmland? Because land value is going to skyrocket over a decade and beyond. 

Land is a finite resource, and as the world population and demand for food continue to grow, so will the value of the land that feeds its children. According to Global Newswire, American farmland is expected to double growth by 2031 thanks to technological advances.

The Fertile Ground: Why Farmland is a Potent Investment Option?

Tangibility: The Comfort of the Concrete

With farmland, investors hold an actual, physical asset. Unlike the whims of the stock market, the stability of farmland ownership provides a tangible, concrete sense of ownership—a crucial comfort when investing, particularly during economic turbulence.

The physical presence of farmland can offer investors a direct connection to the earth and agricultural processes, fostering a sense of groundedness and security in their investment decisions. Who wouldn’t want to own a farm?!

Inflation Hedge: Like Good Crops, It Just Keeps Growing

Historically, farmland has served as a reliable hedge against inflation, with the value of agricultural goods increasing in line with, or even faster than, general price movements. This buoyancy ensures that investment in farmland keeps pace with—and often outstrips—inflation, preserving capital in real terms.

The intrinsic value of farmland also tends to appreciate over time, further solidifying its role as a resilient hedge against the erosive effects of inflation.

A Harvest of Income: Putting the 'Work' in Network

Farmland investment can produce a steady income stream, often through property leasing arrangements with farmers or the profits of crops and livestock ventures. The cash flows are remarkably resilient, even during broader economic uncertainty.

More potential for income diversification comes from within farmland investment, such as through alternative agricultural practices or value-added services, providing investors with additional avenues for sustainable revenue generation and risk mitigation.

Cultivating Diversification: The Golden Rule of Investment

Farmland is a champion for portfolio diversification. Its low correlation with more traditional asset classes like stocks and bonds means it can stabilize investment portfolios, potentially enhancing long-term returns and reducing volatility.

The geographical diversity inherent in farmland investments, spanning various regions and climates, further enhances diversification benefits, shielding investors from localized risks and market downturns.

The Yield of Patience: Long-Term Appreciation For Over a Decade

The value of farmland has shown a consistent trend of long-term appreciation, driven by factors including global population growth, the rise in food demand, and a finite supply of agriculturally viable land. These long-term trends bode well for patient investors seeking sustained, stable growth.

From 2000 to 2015, farmland per-acre value doubled from $1,483 to $3,060. Compared to the S&P 500 and Dow Jones funds, which increased by 6.1% and 13.3% respectively over the same time period.  

Navigating the Tractor Tracks: The Realities of Farmland Investing

Capital Intensity: The Barrier to Purchasing Land

An often-cited deterrent to farmland investment is the significant initial capital outlay. The costs of purchasing land assets and property, equipment and maintaining viable infrastructure are substantial, making land as an asset class less accessible to individual investors than others.

Market Volatility: The Not-So-Constant of Farming

While the acres of land may be stable, the agricultural sector is not. Shocks in commodity prices, erratic weather patterns, and the caprice of government agricultural policies can all impact the profitability of farming and, thus, the return on investment in farmland.

The vulnerability of commodity prices in the market further emphasizes the importance of utilizing expert knowledge and farming professionals when considering farmland investments. 

Complexity in Cultivation: Managing the Fields of Growth

Investing in farmland brings with it a slew of management complexities. An investor must be versed in tenant relationships, land and property maintenance, regulatory compliance, and the ever-volatile agricultural markets. Or, they need to invest in formidable professional land management companies, which can come at a premium.

Whether it’s property management or farmland operations, a lack of knowledge can set investors back significantly, and the niche of farmland investing is a tricky road for novice investors to navigate. 

Illiquidity: The Slow-Churn of Land Transactions

One of the less-discussed challenges in farmland investing is the relative illiquidity of the assets. Land transactions are notoriously time-consuming, often taking months to complete, and liquidity can be even sparser for those who invest in land in rural areas with more infrequent market activity per acre.

Suppose you do not have access to an abundance of capital to maintain farming operations while shopping or have time to wait on the transaction process. In that case, farming investments may be difficult to manage. Some owners will sell at a significant discount when in a pinch. 

Environment and Ethics: Tilling the Land Responsibly

In an era of heightened environmental awareness, farmland investment must also contend with increased scrutiny and emphasis on responsible stewardship. For example, water usage, soil health, and community engagement are some of the common issues that land investors need to address with the utmost care and responsibility.

Sowing the Seeds for Success: Tips On Farming Operations and Investments for Farmland Investors 

What does a land investor do? To thrive in farmland investment, an investor must approach the sector with knowledge, planning, and a farmer's work ethic. Here are some critical tips for those looking to dip their toes and invest in the fertile financial fields of farmland investment.

Engage With Experts: Building the A-Team

Surround yourself with a network of farmers and farming professionals who are well-versed in various aspects of farmland and land investment. From seasoned agricultural specialists to legal advisors with a thorough understanding of farm regulations, a strong support network is vital.

Consider seeking guidance from financial advisors who specialize in agricultural investments, as their insights can help navigate the complexities of farmland ownership and management, ensuring a well-rounded approach to your investment strategy.

Due Diligence Harvest: Research Reaps Rewards

Educate yourself on the specific agricultural and economic conditions of the region where you're looking to invest. Understanding the local market, crop trends, and seasonal patterns is as important as any financial forecast regarding land investments.

Conduct thorough due diligence on the property, including soil quality assessments, water rights, and potential environmental risks. This comprehensive research will empower you to make informed decisions and mitigate potential pitfalls, ultimately maximizing the return on your investment.

The Property of Patience: A Long View on Land

Farmland investment is not a 'get rich quick' scheme. Successful land investors understand that patience is fundamental to their returns. Keep a long-term perspective and weather short-term volatilities with sound, data-driven analyses.

Embrace the cyclical nature of agricultural markets and be prepared to adapt your investment strategy accordingly, leveraging patience as a strategic asset to capitalize on long-term growth opportunities in the ever-evolving agricultural landscape.

Environmental Awareness: The Ecosystem of Profitable Farming

Consider the ecological impact and sustainability of the farmland you're looking to invest in. Forward-thinking farming investors are increasingly investing in regenerative agricultural practices, which add value to the land and benefit the environment.

Prioritize investments that promote soil health, biodiversity, and carbon sequestration, recognizing the interconnected relationship between environmental stewardship and long-term profitability in farming ventures. 

By aligning your investment strategy with sustainable farming practices, you contribute to positive environmental outcomes and enhance the resilience and value of your farmland portfolio for generations to come.

Ethics: The Social Soil of Investment

Social responsibility should be integrated into your land investment strategy. From vineyards and timber farms to livestock and crop farms, engaging and positively impacting local communities and farmers is essential. Respecting their rights is not only morally sound but also contributes to the durable nature of the investment.

Building strong relationships with community stakeholders fosters goodwill and trust, laying the foundation for collaborative partnerships that can enhance the sustainability and resilience of your farmland investments. 

Incorporating social responsibility initiatives, such as supporting local education and employment opportunities or investing in infrastructure improvements, enriches rural areas' social fabric and creates a more vibrant and prosperous environment for agricultural activities to thrive. 

By prioritizing social responsibility alongside financial returns, land investors can cultivate a legacy of positive impact that extends far beyond the boundaries of their properties, leaving a lasting legacy of sustainable stewardship for future generations to inherit.

Final Word: Is it a Good Idea to Invest in Land? 

Can you make money owning farmland? Of course. Investing in farmland represents an exciting, dynamic, and potentially lucrative income source in the investment world. 

Land investment offers a balance of risk and reward that appeals to various investors. Yet, one must be diligent in their research, process, and team building if they wish to produce a fruitful and sustainable investment. 

The potential of farmland investment is vast and varied, much like the fields themselves. While challenges exist—like entry barriers and the complexities of property management and sustainability—so do the rewards for those willing to take on the mantle of farmland investment.

Disclaimer: The content from the Office of Dutch Mendenhall at RADD Companies does not guarantee outcomes, and it should be noted that past performance does not indicate future results. Please read our full disclosure for comprehensive information. [Read Full Disclosure]