The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

Learn more about Teucrium’s Soybean ETF (SOYB) here: https://teucrium.com/soyb In this episode of Other People's Money, Max sits down with Chris Morris, President of LandFund Partners, to explore why they believe U.S. row crop farmland is the ultimate hard asset. Chris details how farmland performed as a portfolio diversifier during the Great Financial Crisis and explains why the relative value compared to other regions and essentially free access to 300-years of groundwater them has focusing on the U.S. Mid-South region. He highlights global water scarcity, food security, and inflation as macro drivers for this farmland, but he also argues that rising values and yields from technological improvements and increased demand for non-farming purposes like solar power are how they have delivered S&P 500 beating net returns since 2021. LandFund Partners website: https://www.landfundpartners.com/ Follow LandFund Partners on X: https://x.com/LandFundLP Follow Max on X: https://x.com/maxwiethe Follow Other People’s Money on: Apple Podcast https://bit.ly/4e7QJ1M Spotify https://bit.ly/3Yhaazi YouTube https://bit.ly/3C63VXR X https://x.com/opmpod Timestamps: 00:00 Intro 00:40 Teucrium SOYB 01:00 Investing in Farmland 04:26 Diversification and Correlation 06:07 Real Assets and New Macro Risks 09:13 Scarcity and Water Thesis 10:48 Protein Demand Multiplier 12:45 How Farmland Returns Work 15:00 AI and Renewable Energy 15:41 Teucrium SOYB 17:02 Community Impact and Ethics 20:21 Who Buys Farmland? 22:47 Why the Mid-South 26:33 Valuation Gap Explained 28:25 Water Rights and Water Scarcity 35:06 Solar Leases Beat Crops 39:23 AI Boosts Farm Profits 42:22 Regenerative Farming and the Three Fs 44:35 Iran Conflict Inputs and Crops 48:26 Subsidies and Rent Security 54:02 Fund Focus and Growth Plans 57:30 Conclusion SOYB Fund Page & Prospectus: www.teucrium.com/soyb Investing in SOYB involves risk, including the possible loss of principal. Commodity investments are subject to significant volatility. Past performance is not indicative of future results. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Teucrium Soybean Fund before investing. The prospectus contains this and other important information about the Fund. This material must be proceeded or accompanied by the prospectus. The prospectus is available atteucrium.com/soyb. Marketing Agent: PINE Distributors LLC. TUCRM-5281845-03/26

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