Gold Leaf Farming’s Post

Gold Leaf always does a great job of breaking down farmland investing. They have useful perspective of the intersection of capital markets and farming, along with the advantages and challenges of vertical integration. I especially appreciate the values they apply underneath the economics. Should be a good session.

Stewart's Mill is officially closed!!! Thank you to everyone we've worked with throughout this deal, and a massive shoutout to our awe-inspiring investors, your support makes it all possible! 🚀 🎉Viking Capital is proud to have accomplished multiple transactions in 2023, making this our 25th acquisition. #multifamilyrealestate #realestateinvesting #physicianinvesting #multifamillysyndication #realestate #multifamilyinvesting #investingforbeginners #physicianinvestments

It’s time for our weekly #Throwback to celebrate our #25thAnniversary. This week’s news release takes us back to 2001, as we worked to build Seabridge’s assets, our alliance with Friedberg presented a significant opportunity. 𝗡𝗘𝗪𝗦 𝗥𝗘𝗟𝗘𝗔𝗦𝗘: 𝗦𝗲𝗮𝗯𝗿𝗶𝗱𝗴𝗲 𝗮𝗻𝗱 𝗙𝗿𝗶𝗲𝗱𝗯𝗲𝗿𝗴 𝗙𝗼𝗿𝗺 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗹𝗹𝗶𝗮𝗻𝗰𝗲 𝘁𝗼 𝗔𝗰𝗾𝘂𝗶𝗿𝗲 𝗚𝗼𝗹𝗱 𝗔𝘀𝘀𝗲𝘁𝘀 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟭𝟵, 𝟮𝟬𝟬𝟭 𝗩𝗮𝗻𝗰𝗼𝘂𝘃𝗲𝗿 … 𝗦𝗲𝗮𝗯𝗿𝗶𝗱𝗴𝗲 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗱 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗶𝘁 𝗵𝗮𝘀 𝘀𝗶𝗴𝗻𝗲𝗱 𝗮 𝗛𝗲𝗮𝗱𝘀 𝗼𝗳 𝗔𝗴𝗿𝗲𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗷𝗼𝗶𝗻𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗴𝗼𝗹𝗱 𝗮𝘀𝘀𝗲𝘁𝘀 𝘄𝗶𝘁𝗵 𝗣𝗮𝗻 𝗔𝘁𝗹𝗮𝗻𝘁𝗶𝗰 𝗕𝗮𝗻𝗸 𝗮𝗻𝗱 𝗧𝗿𝘂𝘀𝘁 𝗟𝘁𝗱., 𝗼𝗳 𝗕𝗿𝗶𝗱𝗴𝗲𝘁𝗼𝘄𝗻, 𝗕𝗮𝗿𝗯𝗮𝗱𝗼𝘀, 𝗪.𝗜., 𝗮 𝗯𝗮𝗻𝗸 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝘂𝗻𝗱𝗲𝗿 𝘁𝗵𝗲 𝗢𝗳𝗳-𝗦𝗵𝗼𝗿𝗲 𝗕𝗮𝗻𝗸 𝗔𝗰𝘁 𝗼𝗳 𝗕𝗮𝗿𝗯𝗮𝗱𝗼𝘀. 𝗣𝗮𝗻 𝗔𝘁𝗹𝗮𝗻𝘁𝗶𝗰 𝗶𝘀 𝗮 𝘄𝗵𝗼𝗹𝗹𝘆 𝗼𝘄𝗻𝗲𝗱 𝘀𝘂𝗯𝘀𝗶𝗱𝗶𝗮𝗿𝘆 𝗼𝗳 𝗙𝗖𝗠𝗜 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗧𝗼𝗿𝗼𝗻𝘁𝗼, 𝗮𝗻𝗱 𝗮𝗻 𝗮𝗳𝗳𝗶𝗹𝗶𝗮𝘁𝗲 𝗼𝗳 𝗙𝗿𝗶𝗲𝗱𝗯𝗲𝗿𝗴 𝗠𝗲𝗿𝗰𝗮𝗻𝘁𝗶𝗹𝗲 𝗚𝗿𝗼𝘂𝗽, 𝗮 𝗧𝗼𝗿𝗼𝗻𝘁𝗼 𝗯𝗮𝘀𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗱𝗲𝗮𝗹𝗲𝗿 𝗮𝗻𝗱 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗰𝗼𝗺𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗺𝗲𝗿𝗰𝗵𝗮𝗻𝘁. On looking back, CEO Rudi Fronk noted: "Patient shareholders who support your company's vision are critical. We formed a partnership with Albert Friedberg in 2001 and he remains our biggest shareholder today. Not only did he understand the gold market, our strategy of increasing gold ownership per share and our game plan of buying out-of-the-money gold projects, he also backstopped our early financings and exhibited the high moral standards that we wanted to be measured by." You can read the full news release here: https://t.ly/guGT6

Great to hear Orlando Bravo founder of Thoma Bravo, in conversation with Dan Bienvenue, Deputy CIO at CalPERS, at the New America Alliance Symposium in Mexico City this week. He shared how relentless focus on current goals plus speed have helped scale Thoma Bravo into one of the world's largest private equity firms. Always wish I had more time with our LPs and fellow funds. #NAASymlosium #privateequity #venturecapital #thomabravo #CalPers #alphaimpact8

🚨 Exciting Wealth Briefing Insight from GSB Private! 🚨 Read here what David Smylie Chartered MCSI, Head of GSB Private, has written in this Wealth Briefing article on why high net worth investors should consider whisky as a passion commodity. Learn about the unique benefits of investing in whisky and how it can diversify your portfolio. A special mention to our partners at 'Brooks & Whitaker Ltd' trading as 'Vintage Acquisitions' - Vintage Whisky Group - for their expertise in guiding investors through this fascinating market. Read the full article here: https://lnkd.in/gUE7YAXx #whiskyinvestment #passioninvesting #gsbprivate #vintagewhiskygroup #alternativeinvestments

SoCal Industrial Leasing Normalizes from Hot Streak Dive into the evolving Southern California industrial market with our very own, Taylor Arnett (Senior Vice President, Acquisitions), and other industrial real estate professionals in this recent article from Connect CRE. Gain a new perspective on: ▶︎ Why today's 'oversupply' isn't as sudden as it seems ▶︎ How changing investor yields are impacting development ▶︎ What the future holds for industrial leasing https://lnkd.in/en4KcvCh #caprockpartners #industrialrealestate #cre

Will continuation vehicles eat funds for breakfast? As continuation vehicles increase in size and the market becomes ever more liquid for the highest quality assets, and sponsors, a natural question is: what does this trend mean for alternatives? This will divide opinion, but a very robust CV market presents risk for LPs only investing in closed-ended, blind pool funds. GPs will increasingly be able to take their best assets out of funds and hold them for longer in single asset structures, while slower-burn portfolio companies stay put in traditional funds. Over time, GPs will increasingly look like conglomerates. How long until we see a mid-market US or European GP with 2/3 of its capital represented by 3-5 large continuation vehicles? For LPs however, there's an opportunity to build a portfolio of high quality, large direct positions, accessed through existing fund relationships, with very low blind pool risk. It may well be that funds become efficient origination vehicles for both GPs and LPs to identify the best assets that they want to hold for 5+ years outside of traditional fund structures. #privateequity #secondaries #continuationvehicles #alternatives #emergingmanagers

YardHouse Global Partners has Arcano Partners as a strategic partner and we've interviewed their Head of Private Equity, Ricardo Miró-Quesada, in relation to their upcoming launch of their 5th vintage of Arcano Partners Secondary strategy -> hereby the opportunities within the Secondary Markets and Arcano Partners PE team focus on Buy-outs in Mid-market funds in the US & Europe. Also, talking about the do's and don't in the Secondary Markets, leaving VC, Emerging Markets and Leverage out of the equation for Arcano Parters Secondary strategy. Please use the link below to see the interview - only for professionel investors: https://lnkd.in/dD53ta8G If you would like to learn more about Arcano Partners or have any questions related to the Secondary Markets opportunities, please reach out: Clientservice@yardhouse.capital #yardhouseglobalpartners #privateequity #secondaries

What is an UPREIT? That is a great question, one that I have been answering frequently in this current real estate cycle. It's been so much of a discussion point recently that the Generation Income Properties team thought it would be beneficial to host an webinar on the subject to explain the UPREIT structure, the process, and why it could be a viable exit solution for property owners. Please join next week! Registration link here: https://lnkd.in/eEUU4fdd

Ares Real Estate Income Trust is launching a perpetual private offering of multiple stock classes while closing its public offering, maintaining active real estate acquisitions and ensuring shareholder access to redemption programs. Read the full article on SQX Alts! #alternativeinvestments #REIT #stock