20 September 2023By AgDev “Six Tickets for the Tree Museum Please” If you are reading this document it is likely that you are either interested in the environment or a climate-oriented investor. If, like me, you live in Europe and have young kids, you may get asked by your kids (at least
05 July 2022Introduction With the recent presidential elections in Brazil and the priorities of the new administration, a renewed interest at the federal government level in environmental, sustainability, and deforestation issues has emerged. This, combined with the agricultural importance of Brazil, creates a significant opportunity for sustainability-oriented investors to create substantial impacts
05 July 2022CARROLL DISTRESSED DEAL CASE STUDY: BELA VISTA FARM An unconventional deal-sourcing mechanism used by the Carroll organization is the monitoring of auction houses. While it is less common for banks to auction farmland to dispose of a non-performing asset (compared to residential and commercial real estate assets), this mechanism still
05 July 2022“Brazil is a complex country, not a country for beginners.” – Tom Jobim Long-term global investors that choose to invest in Brazil understand Tom Jobin’s quote quite well. These investors have gained expertise, built teams on the ground, and have made money. They may have had a bruise here or
05 July 2022Part One: Explanation of Farmer Cost Structure Approximately 60-70% of farmer costs in Brazil are indexed in dollars. A real-world example for a farmer in Western Bahia, Brazil for the 2022/23 crop cycle is as follows: Total costs for a soybean crop, including land costs, were US $1291/ha. Of that,
