54. Land, Real Estate, Private Equity & AI with Peter Lehman

Some opportunities only reveal themselves to people who pay attention, and that’s exactly what makes this conversation with Peter Lehman so interesting.From the strength of Midwest farmland to the global forces fueling demand for protein, Peter shares how he and his team have repeatedly found value where others weren’t looking. The stories behind those decisions are surprising, thoughtful, and full of insight for anyone watching today’s markets with a long horizon in mind.Key Topics:The global protein shift reshaping agriculture and investment.Why farmland remains a resilient long-term store of value.How specialty sector funds create an edge through relationships.What fix-and-flip lending taught Peter about timing and risk.The career skills that become more valuable as AI accelerates.0:00 - Setting The Stage: Durable Skills0:24 - Granite Creek: Who We Are2:52 - Why Farmland Belongs In Portfolios6:11 - Rates, Cash Flow, And The New Math10:55 - Macro Tailwinds: Water And Protein14:16 - Buy, Sell, 1031: Playing Offense18:20 - Stability Versus Bonds22:16 - Building The Agribusiness Thesis27:00 - Lessons From China’s RiseConnect with us!Peter Lehman on LinkedInGranite Creek Capital PartnersDr. Craig Lemoine on LinkedInAgriculture Focused Financial PlanningLand & Everything Else YouTube Channel