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Institutional allocators are rethinking where long-term capital belongs. With equity valuations stretched and fixed income yields volatile, real assets are drawing serious attention, and farmland sits at the intersection of several durable macro tailwinds: • Growing global demand for sustainably produced food • Finite, non-replicable land supply in productive agricultural regions • Cash yield driven by real operating performance, not financial engineering • Increasing policy and consumer pressure toward transparent supply chains The Rubicon fund is built for allocators who think in decades, not quarters — institutional investors looking for a real asset that generates consistent cash yield, preserves capital through tangible underlying value, and participates in one of the most significant transitions in modern agriculture. The opportunity is real. The timing is intentional. Read the article for the complete picture. https://lnkd.in/g39zy85b #Farmland #RegenerativeAgriculture #AlternativeInvestments

For over 25 years, Lucerne Capital Management, LP has built its reputation on one principle: find inefficiency, apply rigorous analysis, and create value where others haven't looked. That approach has worked across aquaculture, sustainable food systems, and now, US farmland. Partnering with Bramble Run is a natural extension of how we operate. We bring the institutional relationships, the capital markets access, and the analytical discipline. Our partners bring the agronomic expertise and on-the-ground sourcing. Neither side works as well without the other. This is a considered expansion into an asset class that fits precisely within our long-standing investment framework: cash yield, fundamental research, and long-term compounding. The Forbes feature explains how that thinking shaped this partnership. https://lnkd.in/gi8pvg6j #Farmland #RegenerativeAgriculture #AlternativeInvestments

Most farmland funds acquire land and lease it back. Farmers collect what's left over. We are structured differently. Growers retain full equity in their operating companies. Cash yield thresholds are set with discipline. And upside above those thresholds flows back to the people doing the actual work, the farmers. That's not altruism. It's alignment. And alignment is what drives long-term performance in any asset class. Lucerne Capital Management, LP brings over two decades of fundamental research and cash yield discipline to this partnership. Bramble Run brings on-the-ground agricultural expertise and structure designed to generate perpetual, compounding returns rather than one-time exit gains. The result is an institutional-grade platform built for patient capital, which is exactly what farmland deserves. Read more: https://lnkd.in/gi8pvg6j #Farmland #RegenerativeAgriculture #AlternativeInvestments

Why farmland? Why now? US farmland has been systematically undervalued and undercapitalized for decades. Meanwhile, the demand side of the equation — for sustainably produced food, traceable supply chains, and resilient agricultural systems — has never been stronger. Our recent feature in Forbes outlines how Lucerne Capital Management, LP is deploying a new model for agricultural investment, one where financial discipline and farmer welfare are not in conflict: • A $500M fund targeting roughly $5B in farmland transition • A focus on crop diversification, not monoculture • Returns anchored to real cash yield — not speculative exit multiples • A structure built around rewarding the growers, not extracting from them Regenerative agriculture isn't a trend. It's an emerging infrastructure for food security — and the capital markets are beginning to price that in. The full investment rationale is covered in a recent Forbes article. https://lnkd.in/egRqYu8M #Farmland #RegenerativeAgriculture #AlternativeInvestments

We are honored to share that Bramble Run has been featured in Forbes, in a story written by Andrew Watman that captures not just what we are building, but why. "We're trying to tell the story that regenerative is more profitable. This is about returning value to the community." The Forbes piece captures what makes Bramble Run different. We don't lease farms back to the families who've worked them for generations. We partner with them to preserve their equity in their operating companies, work alongside best-in-class managers like Agriglobe to transition productive land toward Regenerative Organic Certification, and ensure farmers are rewarded for their hard work. Read the full article below.

Proud to share that Lucerne Capital Management, LP has been featured in Forbes. The piece covers our partnership with the Bramble Run team and the launch of our debut fund, Rubicon — a $500 million raise targeting a pipeline of approximately $5 billion in US farmland earmarked for regenerative transition. This recognition reflects years of disciplined research, relationship-building, and a genuine belief that the agricultural sector is one of the most compelling real asset opportunities available to institutional investors today. We don't take milestones like this for granted. The work is just beginning. Read the full Forbes feature at the link below. https://lnkd.in/egRqYu8M #Farmland #RegenerativeAgriculture #AlternativeInvestments