Gladstone Land: Farmland Shortage Provides Significant Tailwinds

Summary

  • Gladstone Land specializes in the acquisition and management of farmland and agricultural properties in the United States.
  • With the global population expanding and the climate becoming unpredictable, farming becomes more challenging but more valuable too.
  • My valuation model implies a potential annual return of 13% from the current price; therefore, I consider LAND a Buy.

tractor in a soybean field. Cultivation of soybean rows in the field.

Olga Kostrova

Investment Thesis

Gladstone Land Corporation (NASDAQ:LAND) is a company positioned to capitalize on a potentially concerning but significant trend of the coming decades: the growing demand for food and the shrinking supply.

In this article, we will delve into

This article was written by

I'm a long-term, fundamentals-focused investor who is interested in quality and growth opportunities mostly, but I like to search for deep value/turnaround situations as well.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LAND over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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