![]() And agricultural exports, as pretty much all commodities, were traded in dollars.Ĭaptain Obvious, for this purpose your author (team InDev), is here to help put the pieces together on how this opportunity, its scale, and current yield combine to create an asset class. Finance or a fixed income background presents the “carry trade” with Brazil’s currency and the country’s historically high-interest rates (1)įor readers of this document, it is a reasonable assumption that there could be a small intellectual leap that these agricultural products were exported.Preliminary research on Brazil’s GDP makes it clear that it is an agricultural powerhouse.Basic geographic knowledge provides the insight that Brazil is a continental landmass.Everyone knows Brazil is a tropical country.When one normally thinks about Brazil from a geographic, business, or financial perspective, many things often come to mind: In fact, research and a deep understanding, exposure and knowledge of Brazil’s agriculture sector is required to have put together this strategy. Admittedly, this strategy is initially anything but obvious. Most importantly, project-level yields are in the 10%+ range in US$. ![]() It is an opportunity that is particularly well suited for this time in the economic cycle per the list of questions above. This document’s goal is to introduce global opportunistic yield and credit-oriented investors to a uniquely off market, large-scale opportunistic credit investment opportunity in Brazil Farmland Finance. What if this opportunity was in a hard currency (Euro or Dollars), offered high yield credit, fully collateralized, and in perhaps the most essential industry in a location that has arguably the world’s most productive and cost competitive production, combined with a strong secular demand story?ĭid you guess agricultural production in Brazil? Welcome to the World of Captain Obvious, Brazil Farm Finance! Soon all will be clear and well… rather obvious!Ĭaptain Obvious, High US$ Yield, and Brazil Farm Finance ![]()
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