Reddit Posts
FPI! Monday might be a crazy day! Thoughts?
FPI short interest. Is anyone seeing anything moonish?
Do you have anything in REITs? I hold 2 at all times FPI and LAND.
CALM, LAND, FPI, and LMNR: how would you rank these in terms of long-term growth and reliability?
Sketchy Company That Sounds Too Good to be True (CACO)
Am I getting something wrong? (Selling ITM puts against my shares for premium)
The Boom Time for Farmers Can Last. Who Will Reap the Rewards.
This is One in a Million... Short Seller Admits Wrong Doing!!!
My play to hold 50% of my "cash" while avoiding inflation dilution of value is to buy instantly liquid land through two farmland REIT's LAND and FPI.pretty stable but obviously shouldn’t crash if the US Dollar goes full Zimbabwe (trashcans of printed bills to buy eggs). thoughts?
Mentions
I like FPI and IRM performing well. FPI is farmland and IRM ised to shred paper for big corp but now they’re considered data center. I also recommend doing it in your retirement account for tax reasons
Land and physical gold are both illiquid, meaning that you cannot sell them quickly or without costs/fees/commissions. There are simple and much better ways to invest in both. For gold, there are many ETFs that cover gold, gold futures, or gold miners. There are many of them, google can provide a list. RING is one I bought years ago, and they have tripled lately. Buying and selling costs almost nothing in most brokerage or IRA accounts, and it even earns a dividend. For real estate exposure, buying REITS is a great way to buy property/land and get a divident back that is close to the same return you would make on a rental property without people calling you all hours to fix their toilet. Some good examples of REITS are VNQ (an index etf of REITS), O, WPC, REG, CCI, FPI, SPG, SKT, NNN, PLD, and many more. They may not make as much as you could buying a rental property that you manage yourself, but most provide a 5% dividend, and eventually go up with inflation and growth, so that you earn long term gains. I would only put 5-10% of my savings into either area to start, but they are both good ways to diversify your savings, just like buying small and medium sized companies, bonds, international stocks, and more.
Some of those dollars are going to farmland, look into LAND,FPI, farmland always follows and legs behind gold at a more consistent pace
Alternatively make sure you're also buying inverse factors (things that hold value or go up when there is a market dip) like farmland (currently LAND and FPI are very discounted). Keep 20% of your portfolio in inverse factors, then when there's a market dip, sell some of of the inverse factors to buy the dip. But this requires setting up and maintaining in advance. It pairs well with a "buy VOO and chill" strategy as it becomes "buy 80% VOO, buy 20% inverse, and chill; occasionally rebalance when there is a big market swing"
Gold and silver already ran. International oil is good. I also bought Canadian railroads, NTR RIO and BYDDY. I think Europe will be slowly repatriating its money back to European stocks, maybe faster now. I still suspect European stocks will dip Monday (euros sell) / Tuesday (Americans sell) and it’ll be a great dip buy opportunity I bought a bunch of PELI on the Greenland madness that’s cracking open and will get out once I think we’ve hit peak mania and then rotate that into SCHY I think. I suspect the big 2026 trade will be land. So FPI FDP MLP UMH PSTL for US & VNQI for international Brkb may take a hit on Tuesday but it’ll recover fast
"given the fact that the current one lasted almost 2 years..." You'll want to check your information here. The FPI for Regal was around February, 2021. Timeline is very important here.
I suspect you're right. I'm holding the gold I currently have. But for fresh investments I'm putting my money in farmland (FPI) as it's extremely cheap right now; I suspect due to trade wars with china
Personally I like FPI, and it's dirt cheap right now. only 1.02 price to book.
Farmland is one of the most fragmented real estate sectors, the typical owner is still a family businesses with a few hundred acres. This ties all the way back to the homestead acts when settlers could claim 160 acres. Consolidation is pretty much inevitable, though, since farmers generally need to operate at least a couple thousand acres in the 21st century to stay in business. That means leasing most of the land, since buying it would cost tens of millions these days. Leasing is typically a great deal for the farmers too, since they can increase their scale with minimal capital outlay. Many agricultural rents right now are actually lower than the interest on the mortgage would be. The farmers typically rent land from other families down the road whose kids left the industry, or from an institutional investor. For a while the classic one was insurance companies. They needed stable returns with low correlation to the rest of the market, it’s why farmland is a great investment. Now there are more high net worth individuals, like Bill Gates, and small private equity groups, getting into the sector. The bigger players include the REITs, FPI and LAND (which still have relatively small market caps), as well as investors like the Mormon Church, which is practically a sovereign wealth fund with a religion. I think there will be a number of farmers going under in the next year. Grain prices are way down, labor, equipment, and other input costs are up, interest rates are still high, land prices haven’t come down… it’s not looking good. It’s possible congress will come to the rescue. Falling interest rates may save some operators, too. But it’s not looking good. I suspect we will see more land trades and falling prices. Institutional buyers will probably gobble up a lot of it, but there’s really no alternative. The average farmer is in their early 60s if I remember correctly, and the younger generation isn’t showing much interest in taking over. When land is inherited some or all of it is often auctioned off because the kids don’t want it or can’t afford to pay the estate taxes if it’s a big farm. I think securitizing more land is a good thing, it’s a great bond alternative for pension funds, IRAs, etc and direct investment isn’t practical for most people. I’m also not that worried about foreign investment in American farmland, that’s what we have the military for.
If you want to invest when they sell off, there’s FPI.
You can use your judgement and assume the previous commenter meant major currencies like EUR, GBP, or RMB. And yes obviously you would measure stocks in local currency. But if you're outside the market you're investing in, currency exchange obviously factors in too. FPI 101. So as a practical matter, in a good faith discussion, "10% down in foreign currency terms" is a perfectly valid, if imprecise, statement.
There are many types of REITs(disclaimer: I have a lot of O and FPI). Housing right now, I think, might be one of the more dangerous ones to hold long term. People are refusing to buy homes at current prices in some markets, and there's an increasing demand from voters to build more homes, which will devalue current homes. I think REITs are fine, again, I own two, but the housing market has been in a freeze for years now.
LAND,FPI, LB (not a reit), St Joe (forget the ticker)
I have no interest in land REITs. I don't know anything about land investing. But you can find a list of public REITs on the NAREIT site if you want to see what's available. REITS are categorized by property times. And there are 3 Timberland REITs available - list here - [https://www.reit.com/investing/reit-directory?sector=8312&status=309&country=9](https://www.reit.com/investing/reit-directory?sector=8312&status=309&country=9) There are also specialty REITs that invest in farmland. Two common ones that come up are $FPI and $LAND.
I was just about to make a post on this but gave up cus I didn't have a clear enough thesis. But since you posted, and remembering this is wsb 2024 where quality doesn't matter anymore here goes. This is from thinking about this for a few hours today. I don't know shit about fuk I originally thought of companies with exposure to crop harvesting. GPT tells me strawberries and apples are very labor intensive, home grown, and with high demand domestically. Unfortunately there's not a singular company that has specific exposure to these fruits, no are there commodities. The only commodity that would be close would be orange juice concentrate. Not knowing dick bupkiss about how executing a trade on CBOT, I gave up. OJ has had a huge runup already mainly I think due to diseases wiping out trees. So I don't know if there's much room for labour crises to squeeze this more. A short list of some companies that could be interesting regardless are : DOLE, FDP, CVGW. Then kind of related, if the entire famring industry gets affected across the board, maybe FPI could dip. But then I started thinking, maybe if there's no migrant workers, then there will also be no remittence payments. I think this thesis has played out a bit since WU dropped recently. But I think there's maybe room to go. Also because I know from personal experience WU sucks ass and there are much easier services with lower costs, beating WU on every front. So this could be a winner even without the migrant labour thing. Lastly, I read on here the last time this topic came up and people were saying service sector is the largest impact. hospitality, etc... I haven't dug into that yet, but that's probably where the real action would be.
$AGBA any day now.. the FPI FUD I’ve seen is getting stronger tho
They filed their H1 2023 report on 2023-12-19: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001603993/000121390023096923/ea189922-6k_nisuninter.htm As they are a FPI (Foreign Private Issuer) they don’t file quarterly, but twice a year :) A share price will of course be affected by a delay in filings, but that it’s trading at less than a tenth of its proper value - how much more of a discount should we get?
I have built positions in various water stocks. They are doing quite well as water becomes more problematic. (WMS is a favorite that has performed, but I’m not adding at this time, and I hold FPI as ballast against my idiocy and for water rights.)
To invest in shares of India's listed companies, foreign investors have to use the foreign portfolio investment (FPI) route. Investors, whether individuals or firms, need to be registered with country's markets regulator and adhere to its disclosure requirements. Most of the 10,800 FPIs are funds. Modi going full “i am god” cult leader mode, invest in curry flavored koolaid
Hey lads! What are your thoughts on Farmland REITs? LAND and FPI are a few I am looking at.
I monitor over 100 tickers. Every single one is red except 2. Visa and FPI!?!?
In no particular order, VICI, MAA, STAG, FPI, OBDC, CPT, CCI, AWK, and AGE.
REITs are attractive, especially with those high dividend yields. u/the_leviathan711 brings up a great point though, that is in a taxable account, high dividend yields are tax inefficient. I have a tool that pulls information from the Alpha Vantage API. I calculate Trailing Twelve Month (TTM) Return and Total Return (ie dividends reinvested). I also calculate Trailing Five Year Returns. Only 4 REIT's beat VOO for TFY Total Returns, IRM, FPI, EQIX, and PLD. Sadly, all of those dividend yields are below 5%, so you're not getting the high dividends. Maybe some more research, but it could be a good asset to balance with VOO, QQQ, and SCHD. I'd post more table information, but it looks like I can't post tables or snips in this sub. Look for more information from me soon on REITs. Happy Investing and Good Luck with REITs.
I own some REITs. Regarding the 2 you mentioned, it looks like their fundamentals are off to me. FPI, specifically, because its dividend doesn't reliably grow.
With that ROI for FPI i cant imagine why more people dont jump on it.... and LAND ..... yeah, lol
I have owned O before so may look to get it back. How does it compare to the Agriculture land holding? Prob has better management... I believe the downside to LAND and esp FPI is very poor executive teams, that dont actually understand farming or the future of farming.
Look at WEAT. I'm thinking of adding FPI.
No. I’m in the aerospace industry. I do NDT/FPI. Just took me a little later in life to find my way
I've been watching a farmland REIT... FPI. Been outperforming lately... think it continues.
#1 bullshit: "In addition, the 2022 Interim Financial Statements will be restated to reflect the Company's transition from IFRS to U.S. generally accepted accounting principles, as required under Canadian securities legislation." Nope: Cdn Sec regulations dont require US GAAP prepared statements. A loss of US SEC FPI exemption regulations would trigger a company to disclose and be prepared end Q2 to file Q4 US GAAP Due to the loss of the FPI Exemption. Boris even lamented in Aug 2023 how US GAAP was crazy, and only used by the USA. P.S. US stands for United States.
SEDI sucks for sure. Took me awhile to figure it out. Well worth the time to figure out how the tool works though. The SEC only cares if you are a "foreign private issuer". Companies are required by the SEC to do an FPI stress test every second quarter, to see if they continue to qualify as an FPI. Trulieve for instance ceased to be an FPI awhile ago. At the end of the day, if a majority of your stock is held by US citizens, you dont qualify as an FPI for SEC reporting and must comply as a domestic issuer and follow all the pesky sec rules. CURA is struggling with this, as noted in there delay of fin reporting communique.
The problem is not switching from counting the beans one way, to counting the beans another way. Particularily when they identified and disclosed the bean counting switch as a risk and had years to prepare. Nobody is that clueless. Which leaves: "and the review of the treatment of various accounting matters," Which in my opinion could be (in order of likelihood): 1. What last years IA jacked them up for last year. 2. Loss of FPI exemption and resultant shrapnel from that (they would have know this end 2nd quarter). 3. All the crazy Russia shit they got going on. Or a combo.
I would suggest AGRO or FPI since they're affordable ATM and have a modest but consistent returns, AGNC is also undervalued and trading around 10$ its one of my larger positions personally, and I would still do my own research for companies in fields you're familiar with. And while dividends do get taxed, you would still pay taxes on capital gains when you sell growth stocks, so keeping that in mind, I leave 1/4th of my dividend income liquid at the end of the year to pay my taxes in February when you do your income taxes
This is completely self inflicted..... Boris, in his own words said August 12, 2022 that CURA intends to transition to GAAP. [https://twitter.com/stock\_mj/status/1558186883020165120?s=20&t=XFewfQ06z7WvB2KVjAneKg](https://twitter.com/stock_mj/status/1558186883020165120?s=20&t=XFewfQ06z7WvB2KVjAneKg) CURALEAF is aware of this rule: An FPI (foreign private issuer) must determine its status on the last business day of its most recently completed second fiscal quarter. If an FPI no longer satisfies the FPI requirements, it will become subject to U.S. domestic reporting requirements on the first day of its fiscal year immediately succeeding such determination. **This allows an FPI about six months’ advance notice to prepare the necessary materials to comply with these domestic reporting requirements. Source: Rule 3b-4(c) under the Exchange Act.** Because they disclosed it: Loss of Foreign Private Issuer Status The Company is a Foreign Private Issuer as defined in Rule 405 under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”) and Rule 3b-4 under the United States Exchange Act of 1934, as amended (the “U.S. Exchange Act”). If, as of the last business day of the Company’s second fiscal quarter for any year, more than 50% of the Company’s outstanding voting securities (as determined under Rule 405 of the U.S. Securities Act) are directly or indirectly held of record by residents of the United States, the Company will no longer meet the definition of a Foreign Private Issuer, which may have adverse consequences on the Company’s ability to raise capital in private placements or Canadian prospectus offerings. **In addition, the loss of the Company’s Foreign Private Issuer status may likely result in increased reporting requirements and increased audit, legal and administration costs.** These increased costs may significantly affect the Company’s business, financial condition and results of operations. Also, the current independent auditor will be looking at last years Q4 report to see if any of the "Critical audit matters" were addressed, which as i pointed out last year, there were a few.
Yeah that was my original plan but I made the mistake of using FPI as the Option contracts are very illiquid.
HUBC is a "foreign private issuer", a foreign company with stock listed on a US exchange. They have different reporting requirements. They file 6-K reports, where US companies file 8-K reports, and their annual reports are form 20-F, instead of the US 10-K. They are ***not*** required to file quarterly reports, but are required to file semi annual unaudited reports on a form 6-K: "As discussed above, **an FPI must file an Annual Report on Form 20-F within four months after its fiscal year ends**. By contrast, a domestic issuer must file an Annual Report on Form 10-K between 60 and 90 days following the end of its fiscal year, depending on its capitalization and other factors. Similarly, **an FPI is not required to file public quarterly reports, subject to certain exceptions**. Companies with a class of listed securities **must file semi-annual unaudited financial information under cover of a Form 6-K within six months following the end of the second fiscal quarter**. By contrast, U.S. domestic issuers are required to file unaudited financial information quarterly using Form 10Q." [https://www.lexology.com/library/detail.aspx?g=86c014b4-a2b5-4c34-ad71-fd33a7205d0f#:\~:text=Similarly%2C%20an%20FPI%20is%20not,of%20the%20second%20fiscal%20quarter](https://www.lexology.com/library/detail.aspx?g=86c014b4-a2b5-4c34-ad71-fd33a7205d0f#:~:text=Similarly%2C%20an%20FPI%20is%20not,of%20the%20second%20fiscal%20quarter). From the 424B3 prospectus: "[In addition, foreign private issuers](https://www.sec.gov/Archives/edgar/data/1905660/000110465922125805/tm2223104-17_424b3.htm) are not required to file their annual report on Form 20-F **until 120 days after the end of each fiscal year**, while U.S. domestic issuers that are accelerated filers are required to file their annual report on Form 10-K within 75 days after the end of each fiscal year and U.S. domestic issuers that are large accelerated filers are required to file their annual report on Form 10-K within 60 days after the end of each fiscal year. Foreign private issuers are also exempt from Regulation FD, which is intended to prevent issuers from making selective disclosures of material information. As a result of all of the above, you may not have the same protections afforded to shareholders of a company that is not a foreign private issuer." "The determination of foreign private issuer status is made annually on the last business day of an **issuer’s most recently completed second fiscal quarter**, and, accordingly, **the next determination will be made with respect to HUB on June 30, 2023.**" The 424B3 says that June 30, 2023 is the ***end of the second fiscal quarter***, which means December 30 would be the end of the fiscal year. Then they would have 120 days until they were required to file, so it's possible they won't file any audited financial reports before May 1, 2024. They are required to file the "semi-annual unaudited financial information under cover of a Form 6-K within six months following the end of the second fiscal quarter", which would be Dec 30, 2023 if June 30, 2023 is the end of the second fiscal quarter. However, many FPIs voluntarily follow US listing conventions, and release financial results every four months. **TL/DR: Don't hold your breath**, it could be more than nine months before HUBC files any financial reports. Oh, and BTW, HUBC is already [being sued in Israel](https://www.sec.gov/Archives/edgar/data/1905660/000110465923029562/tm238768d1_6k.htm) for failing to secure the $50 million PIPE: "On March 6, 2023, a request was sent to HUB Cyber Security Ltd. (the “Company”) for approval of a class action which was filed in the Tel Aviv District Court — the Economic Department against the Company and its officers and directors (“request for approval” and “defendants”, respectively). **The subject of the request for approval, according to what is claimed in it, is that over a period of time from March 2022 until February 2023 the Company published immediate reports in Israel to the Israel Securities Authority and the securities exchanges in Israel, that it had received an irrevocable investment commitments of $50 million in a PIPE financing (the “PIPE Financing”) that was to be consummated simultaneously with the closing of the Company’s business combination with Mount Rainier Acquisition Corp (“Mount Rainier”)**. The reason for which the request for approval was submitted is an alleged violation of the provisions of Israeli securities laws about disclosure and violations of the duties of care and negligence of the office-holders of the Company in **representing to investors that they did indeed have a commitment from investors to complete the PIPE Financing and that the PIPE Financing ultimately failed to fund at the closing of the business combination at the published pro forma value of $1.28 billion**"
No to say “Hey something is going on here but here with FPI”
If you wanted to be in one of these, LAND seems more solid. Something is amiss at FPI with the asset turnover they have. The transaction costs are non-negligible, so you want a firm that knows what they are acquiring in the first place.
modestorancher, I think someone's strategy depends on how they answer these questions: 1. What is their risk tolerance? 1. low, medium, high, "wall street bets", 2. What is their time horizon? 1. weeks, months, quarters, years, decades, generational dynasty, 3. How do they feel about operating in legal but ethical "grey areas"? 1. this is a very open ended and dynamic spectrum. There is a response matrix for how these are answered. I'll layout a few courses of actions for the more extreme parts of the matrix. If someone has; "wall street bets" risk tolerance, with generational dynasty time horizon, and is really comfortable operating in "the darker shades of grey". Then they may reason that the BRIC countries aren't going anywhere, and this may be a once in a decade buying opportunity for BRIC indexes. Imagine buying RSX right after the Ukraine invasion, while hoping it pays off in 20 years. While someone else who has a low risk tolerance, who is 1 week before retirement, and wouldn't do anything to make Jesus frown at them. They may assess the situation and decide to "de-risk" their portfolio by; pay off debt, good mix of T-bonds and cooperate bonds, %% into annuities, Real-estate backed equities like REITs. (Full disclaimer I have some O and FPI) However, most people will fall between those spectrums. Get clear of who you are, and what you want. Then invest accordingly. Some random action items that should apply to most investors. Review the top exports of those countries. Then research alternate countries that can provide a stable production of those commodities. ie. 'hypothetically' if the 6th biggest exporter of wheat is invaded by the 1st biggest wheat exporter, what will fill the demand? What is your exposure to the 3rd world? (The countries not caught in the NATO/ "neo-Warsaw pact" tug of war) What is your exposure to the defense industry? is that the level you want? Most importantly have you balanced your portfolio based on how you answered the first 3 questions? ​ I hope this helps you find clarity, cpi-guy
Buy a blue windbreaker and have large yellow letters FPI put on it. This will get you to the front of the line.
You are right I should do more research. My estimation was based on the daily FII/FPI vs DII trading activity on the NSE website.
ESPN’s FPI says Eagles 50% chance to win the SB, wow excellent analysis
$FPI Page 6 of presentation has their map. [https://s201.q4cdn.com/607655624/files/doc\_presentation/2022/11/2022-11-03-FPI-Investor-Presentation-v1.pdf](https://s201.q4cdn.com/607655624/files/doc_presentation/2022/11/2022-11-03-FPI-Investor-Presentation-v1.pdf)
Buy LAND or FPI both invest in farmland. One pays a small dividend
So the obvious choices here are FPI and LAND. Both are US farm owners. FPI is focused more on staple crops like wheat, corn, and soybeans. LAND is more geared towards specialty crops: lettuce, peppers, oranges, avocados, etc. What doesn't get mentioned often is Brazilian land company LND. They buy down and out farmland, rehab it, and then either grow their own crops, or preferably, sell it for a premium. They get the traditional "Brazil discount," which means a high dividend yield, which is a fixed percent of earnings. Brazil is a *major* global food region, so its not like these guys are buying trash farmland. They don't get love, because of region, but they, and the former two, are worth looking at. To me, personally, I rank them FPI, LND, LAND. And none of this, obviously, looks at farming adjacent, like John Deere, Kubota, any of the numerous fertilizers, etc.
Yeah, Federal Acquisition Regs say DoD *must* go to FPI before commercial for profit sources.
I get you, but FPI basically *only* sells to the Govt. In a lot of instances the Govt is mandated by the Federal Acquisition Regs to get it "in house" from FPI. It does prevent paying more for something they would buy anyway and prevents the fucky situation they guy way up top was claiming happened, as FPI does not offer any equity.
FPI financials are so fucky. They actually lose $28 million/yr on operations somehow while paying slave wages for direct labor. While taking business away from real American manufacturers that have to pay real wages and benefits. Why we let it still exist is beyond me, but politicians on both sides of the aisle seem to love it.
FPI is a wholly federally owned and Govt employees do *NOT* get equity. FPI doesn't get appropriated funds (tax dollars) for its activities. Revenue is used to cover the program’s operational expenses.
You won't get a source, because it isn't real. Guy just out here posting crazy things. FPI is a wholly federally owned corporation. And no, govt employees do not get equity. FPI doesn't get appropriated funds (tax dollars) for its activities. Revenue is used to cover the program’s operational expenses.
What that guy said isn't really true. There are no stock options and it isn't traded. FPI pretty much only sells to Govt agencies. (mostly the Dept of Defense.)
You won't get a source, because it isn't real. Guy just out here posting crazy things. FPI is a wholly federally owned corporation. And no, govt employees do not get equity. FPI doesn't get appropriated funds (tax dollars) for its activities. Revenue is used to cover the program’s operational expenses.
It's not real. Guy just out here posting crazy things. FPI is a wholly federally owned corporation. And no, govt employees do not get equity. FPI doesn't get appropriated funds (tax dollars) for its activities. Revenue is used to cover the program’s operational expenses.
It's called FPI now, and it is a wholly federally owned corporation. And no, govt employees do not get equity in FPI.
No longer UNICOR, it's now FPI (Federal Prison Industries.) And it's a wholly federally owned company, so you cannot have stock options in it.
In theory interest rates haven't tanked the market yet. Also FED hasn't pivoted yet and honestly they might not. They have reasons to pivot though but also they legit said they need multiple cold FPI reads. Not one.
$CGW and $PIO - water stocks, industrial and utility $LAND and $FPI - farmland REITs I'm going back to basics. I buy companies that provide something that is inelastic that people will have to fork over money for no mater what. We all need water and farmland to survive. I have been selling puts on energy, $XLE that never get exercised. I have been collecting $60-$80 a week from those premiums.
The Oct option chain for LAND has 0 volume, all puts and all calls. LAND may have good farm land, but it's the Sahara Desert of options for liquidity. CHS* and DBA are on the stuff farms produce, not the farms themselves. There's also the FPI REIT, but it has the same horrible liquidity for options.
Thanks for fertilizer ticker. Thoughts on LAND and FPI
FPI and LAND are farmland based REIT etfs worth keeping on the radar. Both overvalued at the moment but with this new era of droughts I believe will cause a damper on rural land prices but you know what happens after demise, the rise. Investments that are fresh water based will be the best performing assets over the next decade in my opinion, the best way to invest in water is food. Desalination, water treatment facilities, food, and land are my focuses as of late. Also inversely leveraged etfs looking hot this week. SQQQ UVXY VIX could be a pump fake but just jumped 10% off recent lows.
The closest that an investor can get to owning a farm without actually doing so is by investing in a farming-focused real estate investment trust (REIT). Some examples include Farmland Partners Inc. (FPI) and Gladstone Land Corporation (LAND). These REITs typically purchase farmland and then lease it to farmers.
What a load of bullshit. The reason they file IFRS is because they are a Canadian company that follows Canadian regulations. The reason they trade shares in the US is because they are a Canadian company that rely on the "foreign private issuer" SEC rule. As an initial matter, a foreign company must determine whether more than 50% of its outstanding voting securities are held “of record” by U.S. residents. This test is done every quarter. The advantage of being an FPI in the USA is you dont need to do a whole lot of disclosure. Cura describes the difference, in one of their prospectus: These requirements are different from those of the United States. As a "foreign private issuer" (as defined under United States securities laws), the Corporation is exempt from the rules under the U.S. Exchange Act prescribing the furnishing and content of proxy statements, and officers, directors and principal shareholders of the Corporation are exempt from the reporting and short-swing profit recovery provisions contained in Section 16 of the U.S. Exchange Act. In addition, the Corporation is not required to publish financial statements as promptly as United States companies. They also describe the risk of loosing FPI.... Loss of Foreign Private Issuer Status The Corporation is a Foreign Private Issuer as defined in Rule 405 under the United States Securities Act of 1933, as amended (the "U.S. Securities Act") and Rule 3b-4 under the U.S. Exchange Act. If, as of the last business day of the Corporation’s second fiscal quarter for any year, more than 50% of the Corporation’s outstanding voting securities (as determined under Rule 405 of the U.S. Securities Act) are directly or indirectly held of record by residents of the United States, the Corporation will no longer meet the definition of a Foreign Private Issuer, which may have adverse consequences on the Corporation’s ability to raise capital in private placements or Canadian prospectus offerings. In addition, the loss of the Corporation’s Foreign Private Issuer status may likely result in increased reporting requirements and increased audit, legal and administration costs. These increased costs may significantly affect the Corporation’s business, financial condition and results of operations. [https://www.sec.gov/divisions/corpfin/internatl/foreign-private-issuers-overview.shtml](https://www.sec.gov/divisions/corpfin/internatl/foreign-private-issuers-overview.shtml) Sovereign wealth fund he says?...... Gociter Holdings Ltd., a corporation of which Mr. Boris Jordan, the Executive Chairman of the Corporation, is the beneficial owner, exercise approximately 74.3% of the voting power in respect of the Corporation's outstanding shares. Gociter Holdings Ltd is located Nicosia, Cyprus. No sovereign wealth fund would touch a CSE listed stock with a 10 foot pole. Now why does a US citizen go through all the trouble to set up a holding company in Cyprus (Gociter)? That controls a Canadian shell company (CURA), which in turn owns a suite (33 companies) of US Cannabis operators? Obviously to avoid something. Which leads to the logical question of... avoid who? and or what? No russia ties he says.... more bullshit: Form 62-103F1 REQUIRED DISCLOSURE UNDER THE EARLY WARNING REQUIREMENTS dated Aug 2021: Mr. Andrey Blokh (the "Acquiror"). The Acquiror’s address is Office 19, building A, Business Centre Riga-Land, Baltiya road 26 km, Krasnogorsk urban district, Moscow region, 143421, Russian Federation. dudes office is a 27 minute drive to the kremlin. https://russiabusinesstoday.com/economy/andrei-bloch-uses-marijuana-business-to-get-back-on-list-of-richest-russians/ https://www.cnn.com/interactive/2019/10/politics/ukraine-giuliani-associates-indictment-annotated/ https://www.theguardian.com/world/2022/jul/19/curaleaf-boris-jordan-russia
I hold FPI in addition to LAND, I didn't know about LND either
Good to know! I was unaware about FPI & LND. thanks!
Farmland Partners (FPI) and BrasilAgro (LND). LND easily the cheapest/best value, but likely won't see full value since institutional money dislikes Brazil. Still, if you're fine just taking an 9% dividend, they kick back a lot of profit to their shareholders. FPI probably the best blend of value and quality. They just finished a lawsuit following a disinformation scheme by a journalist and investment firm that tanked their stock. Won their class action and are currently taking the investment firm to court, but the stock was repressed for a couple years. They own more farmland than LAND, but still trade at a lower value, and likely have better management.
I know FPI not sure on the third. FPI historically has some baggage.
All in on JPM WFC HOUS FPI puts.. 13k+ Godspeed fellow retard.
$13,920.00 in puts, ready for action tomorrow. JPM HOUS WDC FPI
All in on Puts.. Got it. JPM WFC FPI HOUS Check, check, and check.
I don’t like LANDs exposure to CA, and while it has ownership of 1 billion+ cubic feet of water rights, that doesn’t matter as much if the colorado dries up or gets siphoned before reaching CA. I like FPI better than LAND, but even that seems overly valued right now. If it shed 50% or more I’ll be a buyer. Most people don’t realize how valuable $$$ is about to become as the fed keeps raising rates.
"Clean energy. Including EV. " EVs, charging stations, solar panels, home battery storage all require huge amounts of copper and substantial amounts of other metals that are often the byproducts of copper mining. "Agriculture technologies." My focus here is DE and CAT. Water and fertilizer are important here, as well. There are several good water-oriented ETFs. Don't forget that farmland will still be necessary; see FPI and LAND. "Pre fab building materials." I'd appreciate DMs with suggestions for companies or ETFs/CEFs that might benefit.
I'm scooping up tons of NVIDIA and AMD. Also scooping up silver and agriculture stocks for a recession. Lithium and cobalt mining also. LAND, FPI, NTR, AG, ALB. During the upcoming recession commodities and land should outperform the market and tech stocks with potential high rates of return like NVIDIA are too good to pass up
buy FPI mostly row crops or LAND which is mostly fruit.
I was just about to make a post asking about investing in farmland before I saw this thread... How are you guys feeling about a farmland stock like FPI? I keep hearing how it should be a great safe haven against inflation, etc.
ADM,BG, BASF, and if you want to bet on farmland value and production in a REIT there’s FPI. CRESY if you want South American exposure
Yeah buy puts on LAND and FPI
calls on VNTR and/or FPI
I have LAND and FPI. The latter has held up well but LAND fell a ton (~40%) after Jim Cramer recommended them lol I wanted to get into AcreTrader but it's for accredited investors only.
Gladstone Land is one that I like a lot. It’s one of two farmland REIT’s (other being FPI). They buy farms and lease them to farmers. I held off on buying in for a while because it seemed overvalued. But in the last two weeks it shed a bunch of value and at $25 per share I jumped in.
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$AGRO or $FPI maybe? Not financial advice of course, but these companies seem to have a lot in touch with agriculture.
Hmmmmmm some creative thinking. Sheep need lots of pasture which means farmland. The challenge is something like The stock FPI is mostly cropland. I wonder if there are vehicles that focus on grazing acreage that supports cattle, sheep, horses, etc. Farmlands rents have gone up a lot the past 5 years.
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$FPI is a great one too. I own farmland in IL and know the CEO. Has just under 200K acres the last I checked, and rents it back to farmers. ​ $CORN $SOYB and $WEAT give you cheap exposure to the actual commodity futures as well, with a reasonable fee
I started buying this around $12. I think it's a little overvalued but it's not stopping my buys. I like that they pay monthly, some may not depending on tax situation. I also like $FPI - they haven't been nearly as strong on price action. I believe they had a lawsuit overhang for a long while.
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Farm land REITs - LAND or FPI Significant gains already this year
How about Cell tower REIT AMT? Medical Office REIT DOC? Farmland REIT FPI? They even REIT outdoor advertising! Gotta love it
Right now I have ET, PAA, BTU, FPI, and AGRO LEAPS. I’m super bullish on energy and agriculture.
I dont hold any crypto, but seems due for another run, given the poor outlook on dollar and billionaires scrutinizing other billionaires for not embracing it . I also trust my water stocks (GWRS, CWT, AWK FIW etc). Lastly, agricultural real estate(FPI) has been outperforming.
Think about DE as part of a theme. Farmland plus water plus fertilizer then food processors and distributors. Farmland could be a REIT like FPI or LAND. There are a number of good water ETFs. NUTR is hitting new highs because of the closure of Russian/Ukrainian sources, but it and MOS are pretty sure long-term bets. K and GIS are pretty secure in the processing picture, and SYY supplies restaurants, nursing homes, hospitals, restaurants, and more. I don't do retailers in anything, but if you want there are Kroger and Albertsons, and of course all the fast-food and casual-dining chains.
Like the OP I agree ag maybe the place to be for the next 10-30...They aren't making any more ground. In April 2020 LAND was @ 11.448 FPI was @ 5.82...I spent 2 minutes.
As a bullish-contrarian I'd have to go with FPI. LAND is better, it is true. Just look at the 5-year and you'll see what I mean. But how much better? 15%? LAND is at over double it's pre-pandemic price. I think FPI is the better deal. Warning: I don't hold any ag REITs, and I only spent 1 minute on this analysis.
Are you looking for companies, or just want exposure? WEAT (or CORN or SOYB or whatever you want) would give you direct commodity exposure. DBA would be more broad market commodities. Drybulk shipping if you want to get into the logistics of it. Direct companies like fertilizer are all running hot right now, more risk in my opinion, but something like ADM or DE is more reasonable. Otherwise FPI provides US land exposure primarily with staple crop growers like grains, corn, and beans.
I own DBA leaps, MOS, LAND, and LND. I'll likely be adding FPI in the near future.
From my own research, these seemed like the best and offer dividends. Of course research for yourself but I bought $500 each of LAND and FPI.