Research, analysis, and market intelligence from the Lodgepole Capital investment team. Written for investors evaluating agricultural real assets.
Thirty years of NCREIF and USDA data on U.S. farmland returns — broken down by region, irrigation status, and income source.
10 min read
How to use a §1031 like-kind exchange to invest in farmland, ranch land, or agricultural real estate — rules, timelines, structures, and the structural advantage of direct ownership.
14 min read
How farmland values and lease rates have tracked inflation across multiple regimes — and the structural reasons the relationship holds.
8 min read
Four ways to gain exposure to U.S. farmland — and the trade-offs in fees, control, tax treatment, and access that determine which one fits a given investor.
11 min read
Center-pivot irrigation transformed Great Plains agriculture. For investors, the choice between irrigated and dryland cropland is a trade-off between yield certainty and basis efficiency.
9 min read
Western U.S. water law is a system of prior appropriation — first in time, first in right. For agricultural investors, the priority date of a property's water rights is often more consequential than the soil beneath them.
10 min read
Why agricultural and commercial real assets belong in a family office allocation — and how to size, structure, and integrate them with existing real estate holdings.
11 min read
