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Regenerative Farmland Fund

With Focus on the U.S. South East

Bringing the Power of Private Equity to the Fight for Food Security in the 21st Century

A “Whole Ecosystem Approach” to Solving the Nation’s Food Security Issues

Topsoil Crisis

The United States is losing farmland and topsoil at a rapid pace. Development, erosion, and soil death is eating away at our ability to sustain the nation.

There is a Solution: ReGenerative Agriculture

  • Management revolves around the health of the entire ecosystem, starting with the soil.
  • Everything from the microbes in the soil to the animals on the land is coordinated and mutually supportive.
  • Ideal for Animal – Row Crop rotations.
  • Supporting infrastructure and surrounding community is folded into this outlook.

Investment Opportunities in ReGen AG

What started with the strange methods of an obscure farmer named Joel Salatin, is now a mainstream movement. Except for a handful of larger operations and networked farms, however, it has not yet emerged in scale. That is changing, and we intend to be out front.

  • Farmland appreciation a steady 5-8% and expected to grow. (USDA 2022)
  • ReGen / Organic crops bring higher net revenue. $892 vs. $262 per acre. (Purdue 2023)
  • General Mills to convert 1 million acres to ReGen by 2030 (generalmills.com)
  • Pepsico, Unilever, McDonalds, etc. sign onto Sustainable Markets Initiative, specifically bringing land under ReGen practices. (COP27)
  • Grass fed beef market expects steady growth to $12 billion. (CAGR 6.9% > 2027)
  • Ancillary, AG related revenue streams in service, supply, and hospitality  bring additional cash flow into the waterfall.

* Forbes Magazine reported in January of 2020 that regenerative practices were 78% more profitable than conventional plots.

Investment Strategy: A Multi Asset Approach

AG Land: Classic Land Strategy, Tried and True

Seek out degraded land in need of rehabilitation. Bring the holding up to full USDA Organic standards.

 

  • Focus on the U.S. South East.
  • Excellent weather, water, and growing seasons with close access to major East Coast markets.
  • Acquire & Add Value.
  • Actively Manage or Rent at Premium.
  • Hold for Cash Flow / Dividends.
  • Good, old fashioned land investment. Tried and true strategy, backed by real assets.

AG Infrastructure: Diversification with Cash Flowing Assets

Regional agriculture supply and services businesses are a key component to the agriculture sector in our areas of operation.

 

  • Acquire
  • Add efficiencies & value.
  • Supports our AG holdings at cost.
  • Build out downstream infrastructure for ReGen AG products.
  • Immediate cash flow.

Regenerative Practices Create a Mutually Supporting Investment Ecosystem

Mutually supporting, ReGenerative Practices ensure the health and function of the entire portfolio ecosystem.

Opportunity for engagement across multiple sectors thusly presents.

Multi Faceted Management Team

In the same way we manage our holdings, Carentan AG deploys a whole ecosystem of talent from across a broad range of industries and specializations. With a full range advisory board members and staff we can take advantage of various revenue streams in the ReGen AG space.

  • Organic Crop Production.
  • Climate Adapted Livestock Development and Specialty Herd Genetics.
  • Agriculture Related Supply and Service Industries.
  • Contract Grazing for Vegetation Management and Soil Rehabilitation.
  • Agro-Tourism and Education Venues.

There are any number of revenue streams in the agriculture space. Our multi-faceted team is uniquely positioned to seek them out and bring them into the portfolio.
Meet the team

Aspects of Climate Mitigation

ReGenerative Agriculture practices are coming to the fore in the arena of climate change mitigation. It has been demonstrated time and again that proper management of the land utilizing ReGen practices is superior in terms of carbon sequestration and restoration of moisture cycles.

  • Carbon mitigation and sequestration are increasingly important when looking at crop and rangeland management. (FAO & ITPS, 2015)
  • Carbon Credit markets are maturing and represent a growing revenue and investment class. (McKinsey, 2021)

As a Wholistic Land Manager, Carentan AG is uniquely positioned to contribute and benefit from these trends.

Before High Density, rotational grazing.

Properly managed rangelands and cropland are a major player in carbon sequestration. Healthy soils, = max absorption of atmospheric carbon. (UNEP, Foresight Report, May 2019)

After high density, rotational grazing.

Grasslands sequester more carbon from organic sources than grazing animals produce. (UC Davis, 2023)

Carentan AG Fund Details

  • Regulation D 506 (C) – Accredited Investors
  • Minimum investment: $250,000
  • Fund cap: $100 million
  • European Waterfall
  • Management Fee: 2%
  • Distributions: 10% Pref – 3% catch up – 80/20 split
  • Allocation spread: 75% real estate, 25% AG infrastructure. (Variable)
  • Funding Timeline: Launch Fall 2023. Close Winter 2024
  • Fund Lifespan: 15 years, with option to rollover into 2nd offering.
  • Lockup period: 5-6yrs

Contact us today to learn more

For accredited investors seeking further information on the specifics of the fund and its management.

     

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    Disclaimer

    Certain information set forth in this presentation contains “forward-looking information”, including “future-oriented financial information” and “financial outlook”, under applicable securities laws (collectively referred to herein as forward-looking statements).

    These statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such forward-looking statements.