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Professional Investor - Netherlands

Natural Capital 3.0

Discover the advances leading to healthier land and expected returns

Institutional natural capital investing is entering its next phase. As allocations have grown, the conversation has moved beyond intent and early adoption towards a more disciplined focus on governance, evidence and how strategies behave through ownership.

Farmland is gaining relevance as an asset class in a changing economic and environmental landscape. Supported by long-term fundamentals such as population growth, food demand and land scarcity, it can play a distinct role within diversified investment portfolios.

We share our perspective on farmland investing and the themes shaping the asset class today, drawing on insights from our investment team to explore how farmland can contribute to long-term value creation.

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Why investors consider regenerative farmland

Diversification across regions and crops

Farmland provides exposure across geographies, crops and growing conditions, reducing reliance on a single market or production system.

Returns driven by real assets

Returns are shaped by yields, input costs, land quality and market access, rather than financial structuring.

Land quality and natural resources matter

Soil health, water availability and land condition influence long term productivity, resilience and exit credibility.

Meet our team

Arif Saad

Head of Natural Capital - UK

Emaila.saad@vanlanschotkempen.com
Richard Jacobs Van Lanschot Kempen

Richard Jacobs

Head of the Farmland team

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Farmland Insights

Fund Library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library
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General risks to take into account when investing in Farmland
Economic downturns and market fluctuations can significantly reduce returns and affect rental income, property values, and dividend payments. Environmental, social, and governance events can negatively impact investment value and overall portfolio risk. Farmland investments have a low vacancy risk, but asset allocation and investment selection can affect returns. Farmland is not a liquid asset class, and external factors may also affect the liquidity of individual farms. Tenant defaults can affect returns and working capital. Currency exchange rates can impact the asset values. Government-related risks, including taxation and legislation, can affect financial performance and investment returns. Incorrect asset valuation can negatively impact the strategy return.

Disclaimer
This is a marketing message. Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such.

The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future