Oct 14, 2019
Jay Girotto is the President of
Farmland Opportunity, a $400 million investment manager that
provides direct ownership of high quality, consistently productive
row crop farmland in the U.S. Like many managers in
traditional asset classes, Farmland Opportunity searches for
inefficient transactions, value-added improvements, and an aligned
structure to maximize the benefits of farmland for the
long-term.
Our conversation covers Jay’s path from software engineer to
farmland investor and discusses the attractive features of the
asset class, including macro characteristics of uncorrelated
returns and inflation hedging, and micro features of supply-demand
imbalances, labor-intensive sourcing, unprofessional operations,
and land value appreciation. We then turn to Farmland
Opportunity’s strategy in the area incorporating a specific
regional focus, operational partners, aligned incentives, risk
assessment and exit strategies.
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