Lucerne Capital Blends AI and Soil to Harvest New Farmland Returns

GREENWICH, Conn. – January 20, 2026 – Lucerne Capital Management, a Greenwich-based investment firm with a 20-year history in public equity markets, today announced a significant strategic pivot into real assets with the launch of a U.S. farmland investment platform. The new venture will acquire and manage farmland with a distinct focus on regenerative organic certification, a move that signals a growing convergence of sustainable agriculture, advanced technology, and alternative investment strategies.

In a concurrent announcement that underscores the platform's modern approach, Lucerne revealed an exclusive partnership with Boosted.ai, a leading provider of agentic AI for investment intelligence. The collaboration aims to embed data-driven insights into the core of its agricultural operations, promising a new level of precision and transparency for an age-old asset class.

This initiative marks a notable diversification for the firm, which has built its reputation on disciplined, cash-yield-driven equity strategies. By targeting undercapitalized but productive farms across the United States, Lucerne aims to deploy capital to transform these assets through sustainable practices, positioning itself at the forefront of a burgeoning market.

A Strategic Shift to a Resilient Asset

Lucerne's expansion into farmland is a calculated move to tap into an asset class whose returns are driven by fundamentals distinct from volatile market cycles. “Farmland is entering one of the most interesting moments we’ve seen in years,” said Pieter Taselaar, Partner at Lucerne Capital Management. “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.”

The platform’s strategy is built on an “owner-operator” model, a departure from traditional funds that often lease land to third-party farmers. By taking direct operational control, Lucerne intends to implement its regenerative organic mandate rigorously, manage the supply chain from soil to sale, and capture the full operating margins. This hands-on approach is designed to create what the firm calls “genuine pricing power” by delivering certified organic products with full traceability to premium buyers.

Thijs Hovers, a Partner at Lucerne, emphasized the alignment of this new venture with the firm’s core principles. “Farmland behaves differently than most traditional investments,” he stated. “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 has brought on a Specialist Portfolio Manager with over a decade of institutional experience in permanent and specialty crop strategies to lead the investment team, ensuring deep agricultural expertise is paired with the firm's financial discipline.

Data-Driven Dirt: The Role of Artificial Intelligence

The partnership with Boosted.ai is central to the platform’s innovative edge. By integrating artificial intelligence, Lucerne aims to apply the same analytical rigor to farming that it applies to public equities. Boosted.ai will provide continuous data monitoring across the farmland portfolio, analyzing financial, operational, and external data—such as weather patterns and soil health metrics—to surface actionable insights and potential anomalies.

“Farmland investing requires the same level of rigor, monitoring, and risk awareness as public markets, just applied to a different kind of asset,” commented Geoffrey Clauss, CRO of Boosted.ai. “Modern investment teams are showing how artificial intelligence can help increase the potential for their clients.”

Together, the two firms will develop a custom intelligence and reporting layer. This tool will offer investors unprecedented visibility into farm-level performance, risk factors, and the tangible outcomes of regenerative practices. This addresses a critical need for transparency in the ESG and sustainable investment space, allowing stakeholders to see precisely how their capital is generating both financial and environmental returns. The technology is designed to help the on-the-ground management teams optimize decisions, from water usage to crop health, shifting their focus from manual analysis to high-conviction actions.

Tapping into the Regenerative Revolution

Lucerne is entering a market with powerful tailwinds. The global regenerative agriculture market, valued at over $12 billion in 2024, is projected to surge to more than $57 billion by 2033, driven by intense consumer demand, corporate sustainability commitments from giants like PepsiCo and General Mills, and supportive government policies.

Despite this momentum, significant barriers remain for individual farmers. The transition from conventional to regenerative agriculture often requires substantial upfront capital and a 2-3 year adjustment period that can strain finances. This creates the very opportunity Lucerne’s platform is designed to capture: acquiring fundamentally sound farms that lack the capital to make the transition and unlock their full potential.

Research indicates the economic case is strong. Studies show regenerative practices can deliver returns on investment of 15-25% over a decade, with profits potentially rising over 100% above conventional methods post-transition. This is achieved by reducing costly chemical inputs, improving soil health for better yields, and accessing premium prices for certified organic goods. With U.S. organic food sales exceeding $65 billion in 2024 and a high consumer willingness to pay more for regenerative products, the financial logic is compelling.

From Soil Health to Shareholder Value

Lucerne's approach is grounded in a set of clear, practical pillars for regenerative organic agriculture. The firm’s strategy includes maintaining living roots in the soil year-round, minimizing soil disturbance, maximizing crop diversity, and eliminating synthetic chemicals and fertilizers in favor of biological inputs. The focus extends beyond the farm gate to include enhancing biodiversity, optimizing water management, and returning value to local communities through durable employment and responsible stewardship.

These pillars are not just environmental goals; they are core components of the investment thesis. By systematically improving soil health, the platform aims to create more resilient crops, enhance cash yields, and build the long-term intrinsic value of the land itself. The strategy is a direct response to the growing understanding that ecological health and financial performance are inextricably linked.

As institutional capital increasingly seeks investments that offer both profit and purpose, Lucerne’s farmland platform presents a sophisticated model. It combines the financial acumen of a seasoned investment firm with deep agricultural expertise and cutting-edge AI, aiming to prove that the most durable value can be cultivated directly from healthy soil.