Stocks and Sips - Rural Funds Group (ASX:RFF)

At our latest Stocks and Sips event, we welcomed Tim Sheridan (Chief Operating Officer) and James Powell (General Manager – Investor Relations, Corporate Affairs and Sustainability) from Rural Funds Group (ASX:RFF) — Australia’s only listed agricultural Real Estate Investment Trust (REIT) — for an in-depth discussion hosted by Sharewise CEO Alex Perry.

The session explored Rural Funds Group’s strategic outlook, portfolio positioning, and how innovation is reshaping the agricultural landscape. Tim and James shared insights on:

• Key asset types, regions, and farm operations expected to drive RFF’s growth in the near term.
• How the Group is managing market trends and climate-related risks across its diversified portfolio.
• The indicators investors should track to assess RFF’s strategic and financial progress.
• What differentiates RFF from other REITs — including tenant quality, farm management practices, and return consistency.
• The potential of emerging technologies such as automation, AI, and precision agriculture in boosting productivity.
• The balance between distribution growth and sustainable farm improvements, and how RFF determines which takes precedence.
• The technological challenges and opportunities that could define the future of agricultural REITs.

The conversation concluded with reflections on RFF’s long-term vision — and its role in shaping the next generation of sustainable, innovation-driven Australian agriculture.

Guests enjoyed an open bar, gourmet food, and networking with fellow investors as the discussion continued well into the evening.