If you had the time to do the due diligence, would land be a good value capture for this play?

"Mortgages" for land (levered land) may be even better.

To answer myself - it might be.

Food prices going up means farmers should be in higher profit (altho fertilizer cost may be driving that) - they're able to afford more for renting your land


StanKozlovski

bitcoin

Lyn Alden AMA

lynaldencontact

I generally expect agricultural products to rise in price, albeit in a volatile way. Unlike metals and oils which take years to produce, agriculture can be fixed within a couple seasons if policymakers get serious, and thus I focus on it a bit less.

I play this trend a bit with fertilizers (NTR). I also think ADM is worth a look. I havne't analyzed RJA deeply. 