#186 - Carter Malloy - I Looked At Farmland And Realized…It’s Wildly Inefficient

63 minutes

In episode 186 we welcome our guest, Carter Malloy. Meb kicks off the conversation with Carter’s background in finance and growing up in a farming family. When conducting research on the asset class. He saw attractive returns historically, but there wasn’t a great way for most people to invest in it. That insight spurred the idea for AcreTrader.

As Meb and Carter dig a little deeper into farmland, they discuss the return drivers, yield and asset appreciation, and the imbalance of demand vs. supply as a driver of returns.

Meb then asks Carter to get into the cycles of farmland investing. Carter covers leverage and cycles. The pair explore the Macro themes that have been in play over the last few years. Carter comments that it has been tough for farmers, and commodity prices have been low. He clarifies that if you separate the farmer from the land owner, the land owner has continued to do great.

The pair then get into the ideas behind Carter’s firm, AcreTrader. Carter walks through the inefficient nature of farmland investing, the platform, and the process AcreTrader goes through to bring investment opportunities to market as well as the ultimate vision for the platform.

Next, Meb and Carter also get into some examples of additional opportunities for farmland property including potential income opportunities like wind farms, solar farms, and mining that may be available to some properties.

As the conversation winds down, Carter lays out his thoughts on how farmland fits with investment portfolios and highlights the role it can play from a wealth preservation standpoint as a noncorrelated asset class in addition to providing protection from inflation.

All this and more in episode 186.

More episodes from The Meb Faber Show

Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457

Today’s guests are Damien Bisserier and Alex Shahidi, Co-CIOs of Evoke Wealth, a $20b+ billion RIA. They also entered the ETF game in 2019 when they launched the RPAR Risk Parity ETF. 

In …

Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456

Today's guest is famed short-seller Marc Cohodes. Marc has investigated and brought down some major frauds in the past, and earlier this year he set his eyes on crypto darling Sam …

Eugene Fama – A Life in Finance | #455

Today’s guest is the legendary Professor Eugene Fama, a 2013 Nobel laureate and widely recognized as the “father of modern finance.”

In today’s episode, we talk to Professor Fama about …

Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454

Today’s guest is Rex Salisbury, a founding partner of the a16z fintech team and is now a solo GP with Cambrian Ventures.

In today’s episode, Rex …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56