From the Control Tower with James Murfett, Agriculture Portfolio Manager

We are pleased to share the latest edition of From the Control Tower with Regal Partners’ Group Investment Director, Charlie Aitken, in conversation with Regal Partners Agriculture Portfolio Manager, James Murfett. This episode explores the investment case for Australian farmland credit, addressing the key questions investors are asking in today’s market environment.

The discussion highlights farmland credit as a potential low-volatility, defensive income strategy, underpinned by contracted returns and Regal’s deep agricultural expertise across farmland, water and commodities. It also explores the structural opportunity created by reduced bank lending, with non-bank providers meeting growing capital demand through short-duration, first mortgage lending. Supported by disciplined diversification, underwriting and active risk management, the strategy is positioned to deliver stable income and resilience across market cycles.