People, every show

Jay Girotto

Founder & President, Farmland Opportunity. On 1 show, 1 appearance. The Shows tab opens the full record on each.

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A third-generation farmer with degrees from Harvard, Girotto worked at Bain & Company, Microsoft, and tech startups before entering agriculture. In 2009, he founded Farmland Opportunity, an investment firm managing over $1 billion in row crop farmland across the United States.

What they said28 Shows1

Everything Jay Girotto said on any show that made the record, most notable first. Each card names its show and opens the statement there.

CAPITAL ALLOCATORS Assertion Partly supported

Girotto: Over 80% of Target Farmland Is Purchased by Farmers

“80% plus of the land are bought by farmers. We don't see a lot of competition from other farmland investment funds.”

Jay Girotto Oct 14, 2019 ▶ 35:59 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

CAPITAL ALLOCATORS Assertion Supported

Girotto: Institutional Farmland Ownership Is a Rounding Error in $2T Market

“The size of the market is about two trillion in farmland value in the U.S., and there are two publicly traded REITs in the space, and they each own around or less than a billion in farmland. Your largest institutional investor is TIA Cref in the US. They own m…”

Jay Girotto Oct 14, 2019 ▶ 36:11 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

CAPITAL ALLOCATORS Assertion Not publicly verifiable

Girotto: HBS Class of 1999 Sent More Graduates to SF Than NYC

“I think we were, 99 was the only class of Harvard graduates that sent more people to San Francisco than New York City, which was a leading indicator of what was going to happen, and it did happen a year later.”

Jay Girotto Oct 14, 2019 ▶ 7:07 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

CAPITAL ALLOCATORS Assertion Supported

Girotto: Midwest farmland management is primarily about excess water drainage

“So most of farms in the Midwest, we focus primarily on non-irrigated farms. Are about managing too much water, not managing too little water.”

Jay Girotto Oct 14, 2019 ▶ 12:28 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

One line per show, most statements first. The link opens Jay's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
CAPITAL ALLOCATORSLEDGER	Founder & President, Farmland Opportunity	1	28	90% 9/10	full record on Capital Allocators →