PeerGroupReturnsforAgricultureFunds:HowProductivity-AdjustedPricingDrivesOutperformance
In this report, we argue that Canada’s farmland market offers a compelling value proposition relative to developed market peers. We believe that productivity-adjusted pricing discounts are a key driver behind the Canadian market’s superior performance. Our analysis shows that median Canadian farmland returns are materially higher than those in Europe and the United States, both in terms of lower volatility and stronger upside.
Veripath is one of the country’s top-performing farmland funds and has delivered 69 consecutive quarters of positive performance, with no down periods, and has consistently generated double-digit land appreciation plus rental income. Over its 17-year track record, the Veripath team ranks in the top 1st percentile of Canadian farmland fund managers.
We see this as a validation of our thesis: that overlooked and mispriced markets—like Canadian farmland—can deliver strong and durable returns when combined with disciplined underwriting and operational execution.View Full Report