Real Assets

Peoples Company is striking a balance between cooperative and competitive farmland services as it deploys institutional capital while supporting GP’s asset management.

Kudu chief executive Rob Jakacki says his firm’s permanent capital structure is a good fit with real assets like farmland and infrastructure.

The vehicle has hit its fundraising target and received commitments from LPs including Clean Energy Finance Corporation, AP2 and Kyushu Electric Power.

The president of Peoples Company says his priority is to create a nationally scaled farmland service provider – not a competitor to fund managers.

Co-managing director Paul Greenwood says the agribusiness firm’s inclusion within his GP stakes fund reflects how diversification benefits and return potential have increased agriculture’s appeal among global allocators.

The Dutch pension fund has now committed €300m to the buy-and-lease strategy.

Governments have pressed ahead with the establishment of regulated nature markets while LPs and GPs continue to build out the space.

2024 saw growing interest in the reforestation market reflected through capital commitments, long-term deals for credits and financial products aimed at supporting the broader market.

Amid a difficult fundraising environment in all asset classes, agriculture and nature present a compelling opportunity, says Cibus Capital CIO Robert Appleby.

The US may have an outsized influence on investment trends in the year ahead as Donald Trump casts his shadow over global conflicts, trade and climate issues.