Land investing solutions global commodity supercycle narratives

Global commodity supercycle narratives are indirectly supporting "land investing solutions", as land becomes a critical underlying asset for agricultural supply chains. Current yield spreads suggest room for further appreciation in land-linked investment vehicles. However, as promising as these developments are for AeroVironment, it now trades at 99 times forward earnings, so this valuation already accounts for a lot of optimism. Lessons Learned: Implementing Nature based Solutions for Coastal Resilience and Adaptation (OCT, 2023) Regulatory shifts in zoning laws could unlock additional development potential for "land investing solutions", potentially adding 15–20% upside in high-demand regions. Investors are monitoring legislative updates closely for entry opportunities.