Jay Girotto

Founder & President, Farmland Opportunity · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderinvestorexecutive

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.

28statements → 13claims → 10claims resolved → 90%fully supported → 3.89/5average certainty → 1.82/5average debate potential → ≈5.0/5argument clarity, estimated →

9 supported 1 partly supported 0 contradicted 1 not yet assessed 2 not checkable as stated how the 13 claims stand · each chip opens the sources

1 prediction · 12 assertions · 5 opinions · 7 insights · 3 disclosures · every statement was checked. The prediction and assertions are the 13 claims: statements the public record can support or contradict. 10 are resolved, 1 is not yet assessed, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jay argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Girotto: Palouse farmland yields double US wheat average at 40% premium
“Produces twice the US average. So US average wheat yields around 46, 47 bushels pretty consistently. You know, you'll even see those crop insurance T yields around 85 out there. And the price of the land is only 40% higher than if you're buying wheat farms on …”
Jay Girotto Oct 14, 2019 ▶ 22:26 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Jay Girotto on measured tape to publish a rate. This says nothing about how they speak.

Everything Jay Girotto said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

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)
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)
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)
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)

Appearances (1)

EpisodeDateSpeaking time
Jay Girotto – Farmland Opportunity (First Meeting, EP.10) Oct 14, 2019 28m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.