Farmland Management, Growth, and Flexibility For The Modern Farm Family

Explore the variety of options available that can help you, your family and your farm.

Our options include cash to grow your farm business now, as well as flexible succession plans for a smooth transition in the future.

Our innovative Land-Share Exchange Program offers Ontario farmers the ability/opportunity to own and operate their farmland while enjoying the liquidity that contributes to:

Flexible planning for your business and family
Exceptional tax efficient strategies
Simplified farm succession and retirement planning
Operational growth
Debt reduction
Operational partnerships

AGinvest is an Ontario farmland investment manager and provider of financing for farmers.

Through our Land-Share Exchange program, farmland owners transfer land to AGinvest and receive a combination of either cash or shares of an AGinvest Farmland Fund in return. The program lets you defer immediate tax liabilities while maximizing eligibility for lifetime capital gains exemptions for you or the successors of your farmland.

New Opportunities With Land-Share Exchange

Flexibility Planning | Tax Efficiency | Immediate Liquidity | Productivity | Simple Succession
See what options you have with a farm value of $2 Million (CDN)

Flexibility Planning

Land-Share Exchange simplifies estate planning by providing dispersible investment shares to distribute among loved ones, this can avoid dividing up or selling off family farm properties. For farmers who wish to continue operating the farmland, AGinvest provides a Grower program that keeps you working on your farm while you have an active role in growing the value of your farmland.

Tax Efficiency

Land-Share Exchange offers you, the farmland owner, the choice to receive shares instead of cash, which then defers your tax liability on capital gains to a later date. The taxes you save are then invested back into Ontario farmland in a professionally managed portfolio that continues to earn attractive returns.

Ownership of your shares in an AGinvest Farmland Fund provides successors with a unique tax strategy. Each shareholder retains their eligibility for lifetime capital gains exemption and significant tax savings if and when they choose to sell.

Immediate Liquidity

Use AGinvest’s Land-Share Exchange Program to enjoy the flexibility of partial farm liquidity now, and partial or full liquidity in subsequent years. For example, you could request 60% cash and 40% shares in return for your current property. You can then use the proceeds to:

Reduce existing debt
Purchase new equipment
Increase your acreage
Invest outside the farm

Productivity

Farmland optimization is a key strategy used by AGinvest every time we are involved in a farm. AGinvest raises capital specifically to increase the value of Ontario farmlands. For example, we often find that tiling fields for improved drainage creates exceptional value for both investors and farm operators. The productivity gains from our optimization investment leads to an upward valuation of the land over time.

Simple Succession

Exchanging the value of your farm for shares in an AGinvest Farmland Fund portfolio lets you turn farmland into assets that can be easily dispersed to loved ones, without dividing and divesting your working acreage. Your successors can also choose, jointly or individually, whether:

to continue operating and expanding the farm business directly, or
to participate in its operation as shareholders, or
to liquidate their shares for cash

This approach to transition also allows for flexible retirement planning. The AGinvest Growers arrangement provides operating agreements and partnerships that work well for farmers looking to “change the pace” of their current business.

Want to know more?

Contact us to be connected to an Exempt Market Dealer for more information.