By Gerelyn Terzo, Global AgInvesting Media
Alternative investment firm Lucerne Capital Management, which boasts assets under management of a $417.6 million, has unveiled a new agriculture investment platform with a strategy dedicated to regenerative permanent and specialty farmland in the U.S. With a reported target fund size of $500 million, as GAI News has learned, this model marks a departure from the firm’s historical focus on European equities. GAI News has also learned Lucerne Capital has partnered with a specialist portfolio manager who has joined its investment team, and will continue to build out its farmland team in the coming months.
The strategy is built around the acquisition and operation of high-quality permanent and specialty farmland across the U.S., with regenerative organic certification positioned as a value driver. By incorporating these practices at the farm level, the platform seeks to bolster cash yields, strengthen operational resilience and support long-term asset appreciation.
Lucerne’s strategy also involves the revitalization of undercapitalized yet productive farmland through operational improvements, data-driven farmland management as well as soil strategies such as keeping dirt covered to reduce erosion risk. Complementing this approach is a partnership with Boosted.ai, a technology company that harnesses AI models to monitor real-time data, deliver practical insights and spot potential risks to help manage the portfolio more effectively.
Lucerne Capital Management Partner Pieter Taselaar stated, “Farmland is entering one of the most interesting moments we’ve seen in years. Many producers are facing capital stress, not agronomic decline. We see an opportunity to buy high quality, cash generating assets below intrinsic value, partner with best-in-class operators, and build long-term value through disciplined operations and regenerative organic practices.”
Fellow Lucerne Capital Management Partner Thijs Hovers commented, “Farmland behaves differently than most traditional investments. Its return drivers are rooted in yield, soil, and stewardship rather than market cycles. By combining owner operation with regenerative organic practices, we believe we can build resilient cash yields while compounding intrinsic value over time.”
Lucerne’s platform is built around permanent and specialty farmland where operational control and vertical integration can influence outcomes. The strategy targets select U.S. regions defined by durable microclimates and well-established specialty crop ecosystems, allowing the firm to focus on assets with proven production fundamentals and access to premium end markets. Lucerne plans to acquire undercapitalized yet productive farms and unlock value through hands-on management, combining operational improvements with regenerative organic practices.
Farms will be operated directly through local teams, with an emphasis on data-driven decision-making, soil health improvement and crop marketing. By combining on-the-ground agronomy with technology-enabled management and direct relationships with premium buyers, Lucerne is looking to improve both cash flow stability and long-term land value across the farmland portfolio.
Boosted.ai CRO Geoffrey Clauss said, “Farmland investing requires the same level of rigor, monitoring, and risk awareness as public markets, just applied to a different kind of asset. Modern investment teams are showing how artificial intelligence can help increase the potential for their clients.”
Boosted.ai, which is based in Toronto, Canada, is backed by the likes of Spark Capital, Portage Ventures and Ten Coves Capital.
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