Key Takeaways
- Lucerne Capital Management has launched a U.S. farmland investment platform focused on permanent and specialty crops.
- The strategy combines owner-operated farming with regenerative organic practices to enhance cash yields and asset value.
- Investments will target undercapitalized but productive farmland in select U.S. regions.
- Lucerne has partnered with Boosted.ai to integrate AI-driven monitoring and portfolio intelligence.
- Regenerative agriculture pillars are positioned as both an agronomic and financial value lever.
Lucerne Capital Management Introduces Owner-Operated Farmland Strategy
Lucerne Capital Management, L.P., an alternative investment firm specializing in fundamental research and cash-yield strategies, has announced the launch of a U.S. farmland investment platform focused on permanent and specialty crops. The platform is designed to acquire and operate high-quality farmland across the United States, with regenerative organic certification positioned as a strategic lever to improve resilience, operating performance, and long-term asset value.
The strategy will follow an owner-operator model, enabling Lucerne to maintain direct operational control over farm assets. According to the firm, this approach is intended to capture full operating margins while strengthening pricing power through organic and regenerative practices.
“Farmland is entering one of the most interesting moments we’ve seen in years,” said Pieter Taselaar, Partner at Lucerne Capital Management. “Many producers are facing capital stress, not agronomic decline.”
Lucerne Capital Management Targets Permanent and Specialty Agriculture
Lucerne has partnered with a Specialist Portfolio Manager with more than a decade of institutional farmland investment experience. Together, the team has executed owner-operated strategies across both annual and permanent crop systems, with a focus on operational optimization and supply chain transparency.
The farmland platform will prioritize:
- Asset focus: Permanent and specialty farmland with vertical integration opportunities
- Geography: Select U.S. regions with durable microclimates and established specialty crop ecosystems
- Strategy: Acquisition of undercapitalized farms followed by operational improvements and regenerative organic implementation
- Execution: Direct operation through local teams using data-driven management and premium crop marketing
Lucerne stated that direct partnerships with experienced growers and operators will be central to the model, particularly in specialty crop systems where quality, traceability, and stewardship are increasingly valued by buyers.
Regenerative Agriculture as a Value Driver
Regenerative organic practices are embedded into the platform’s operating strategy, not only as an environmental objective but as a financial one. According to Lucerne, practices such as soil health improvement, biodiversity enhancement, and water efficiency are expected to support yield stability, reduce input dependency, and strengthen long-term land productivity.
“Farmland behaves differently than most traditional investments,” said Thijs Hovers, Partner at Lucerne Capital Management. “Its return drivers are rooted in yield, soil, and stewardship rather than market cycles.”
Lucerne has defined a set of regenerative agriculture pillars guiding farm-level decisions across the portfolio. These include maintaining living roots year-round, minimizing soil disturbance, maximizing crop diversity, improving water management, eliminating synthetic inputs where viable, and supporting local communities through responsible stewardship.
Data and Technology Integration Through Boosted.ai
As part of the platform launch, Lucerne announced an exclusive partnership with Boosted.ai, a provider of AI-driven investment research and portfolio intelligence. The collaboration will support continuous monitoring of financial, operational, and external data across farmland assets, providing alerts and performance insights for investors.
“Farmland investing requires the same level of rigor, monitoring, and risk awareness as public markets,” said Geoffrey Clauss, Chief Revenue Officer of Boosted.ai. “Modern investment teams are showing how artificial intelligence can help increase the potential for their clients.”
Lucerne stated that the integration of regenerative agriculture with data-driven management is intended to support durable cash flows and long-term value creation across its farmland portfolio.
