Brandon Zick - In Row Crops You’re Generating A Lot Of Current Income | #161
In episode 161, we welcome our guest, Brandon Zick. Brandon begins talking about his background in farming, and the current ownership structure he’s seeing in the farm business; land ownership and operations are a generation or two removed, which creates a robust rental market, and what makes investment possible. Meb asks Brandon why investors should consider farmland in their investment portfolios. Brandon discusses the tangibility of owning a real asset such as farmland, the inflation hedge it provides, and its ability to diversify a portfolio. Next, Brandon gets into the structural inefficiencies of the farmland market, and the risk/return profile it can provide investors.
Key Points
- The guest, Brandon Zick, is the director of acquisitions and portfolio management at Seris Partners, specializing in food, agriculture, and farming investments, and has a diverse background including working on a dairy farm and in investment banking.
- Seris Partners focuses on row crop farmland in the Midwest, aiming for deep value investments and generating high current income, while also managing a portfolio that includes specialty crops and exploring alternative uses for farmland such as solar options.
- Despite trade conflicts and market headwinds, the firm maintains a positive outlook on the agricultural sector, with strategies to capitalize on land appreciation, technological advancements in farming, and the potential resolution of trade disputes.
Follow Brandon: Website
Resources: Meb’s farmland tweet Farmers Plow Through Netflix While Plowing Fields
Chapters
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| 16:01 | |
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| 26:35 | |
| 32:58 | |
| 41:43 | |
| 50:14 | |
| 1:07:00 | |
| 1:18:03 | |
| 1:28:03 |
Transcript
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