YouSaid · the spoken record

Jay Girotto

lines on the record

51

first

2019-10-14

most recent

2019-10-14

sittings or episodes

1

sources

podcast

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1. “My guest on today's first meeting is Jay Gerardo of Farmland Opportunity, a $400 million investment manager that provides direct ownership of high quality, consistently productive row crop farmland in the United States. Like many managers in traditional asset classes, farmland opportunity searches for inefficient transactions, value-added improvements, and an aligned structure to maximize the benefits of farmland for the long term. Our conversation covers Jay's path from software engineer to farmland investor and discusses the attractive features of the asset class, including macro characteristics of uncorrelated returns and inflation hedging and micro features of supply demand imbalances, labor-intensive sourcing, unprofessional operations, and land value appreciation.”

   2019-10-14 · Capital Allocators · Jay Girotto – Farmland Opportunity (First Meeting, EP.10) · IDENTIFIED FROM THE TRANSCRIPT · source