#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

#251 - Robert Jacobson, Space Advisors - It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme

In episode 251 we welcome our guest, Robert Jacobson, entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space …

#250 - Kevin Gibbon, Airhouse - We’re The Operations And Logistics Platform For Direct-To-Consumer, Digital-First Brands

In episode 250 we welcome our guest, Kevin Gibbon, co-founder and CEO of Airhouse. In today’s episode, we’re talking about easing the frustration of shipping, operations and logistics for …

#249 - Ben Savage, Clocktower Technology Ventures - Financial Services Has Had A Smaller Share Of Venture Capital Dollars Pointed At It…Since The Inception Of The Venture Capital Industry

In episode 249 we welcome our guest, Ben Savage, Partner at Clocktower Technology Ventures. In today’s episode, we’re diving into VC and innovation …

The Best Investment Writing Volume 4: Anil Rao and Raman Subramanian, MSCI – Game of Homes: Is winter coming for the domestic-equity bias?

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#248 - JC Parets, All Star Charts - The Sooner We Can Find Out We’re Wrong The Better…Then We Can Go Move On To Something Else

In episode 248 we welcome our guest, JC Parets, Founder and Chief Strategist of All Star Charts. In today’s episode, we’re talking technical analysis, and what’s going on in the markets …

#247 - David Oates, Curtsy - Our Number One Best Selling Item To-Date Is Active Wear…Lululemon Leggings, Lululemon Shorts, Nike Shorts

In episode 247 we welcome our guest, David Oates, CEO and Co-Founder of Curtsy. In today’s episode, we’re talking about running a company completely designed around making it easy for …

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