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LEARN & GROW
INVESTOR QUESTION OF THE MONTH
Q: I wish I could invest more with Iroquois Valley, but the 5-year holding period feels like a barrier. Why do you require a 5-year lock-up for investments?
A: The 5-year commitment is an important feature of investing with Iroquois Valley. We provide patient capital to organic, regenerative, and transitioning farmers across the country. For farmers, success doesn’t happen overnight—transitioning from conventional to organic certification alone takes at least three years, and it often takes five or more years for a farm to stabilize and become profitable.
The 5-year lock-up allows us to match the time horizon of our farmers’ businesses with the time horizon of our investors' capital and still provide investors with a shorter lock-up than most other private equity investments. From an investor’s perspective, the commitment period is designed to be a long-term investment that provides low volatility, attractive yields, uncorrelated returns, portfolio diversification and a strong inflation hedge.
Many of our investors view Iroquois Valley as a natural fit for retirement capital. You can invest through tax-deferred accounts (IRAs, SEPs) with third-party custodians. Additionally, Iroquois Valley REIT Equity Shares are approved as an Alternative Investment with Fidelity, Charles Schwab & Co. Inc., and Pershing, so you can hold shares directly in your brokerage account!
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