Farmland’s Strength Isn’t in the Cycle—It’s in the Scarcity

Farmland performance is driven less by economic cycles and more by long-term structural constraints.

• Rising demand: The UN projects the global population will surpass 9.7 billion by 2050, requiring 70% more food production.

• Shrinking supply: Arable land per person has fallen over 50% since 1960, per the FAO and World Bank.

• Water pressure: Agriculture consumes 70% of global freshwater. 40% of cropland faces water scarcity, according to the FAO and World Resources Institute.

• Land loss at home: The U.S. loses roughly 2,000 acres of farmland every day to development (American Farmland Trust).

These constraints—persistent, global and intensifying—help explain why farmland investments have historically delivered attractive, inflation‑sensitive returns with low correlations to traditional asset classes.

In our view, the investment case for farmland is fundamentally about scarcity, not speculation.

If you’re an RIA exploring how farmland could enhance diversification and resilience within client portfolios, let’s connect.

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