Is agriculture facing a capital squeeze? In this episode of Growing the Future, Dan Aberhart is joined by Robert Andjelic — Canada’s largest farmland owner — for a candid, systems-level conversation about credit tightening, banking pressure, and what’s actually changing in the financial environment around agriculture. Drawing on direct conversations with lenders and decades of experience across real estate, capital markets, and farmland, Robert outlines why capital availability, is not just interest rates is becoming the real constraint, and why agriculture remains structurally different from most other sectors.
Robert Andjelic spent two weeks meeting with 20 to 30 lenders in Toronto before he picked up the phone to call this briefing. What he found there is the spine of this conversation: banks are not turning against agriculture, they are absorbing pressure from a commercial real estate sector years into extend-and-pretend, and that pressure is starting to reach the farm gate.
This is Part 1 of a three-part live event. Robert lays out his 12-point thesis on where the economy actually stands, why he believes this cycle could rival 1929, and what role banking oversight plays in what producers are starting to feel.
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