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Rural Funds Group (ASX:RFF), an agricultural property REIT, has been volatile around asset sales and guidance. In August 2026, PM Capital reported Rural Funds fell 10% after FY26 guidance disappointed on lower income from operated assets, though it sees potential for an exit from directly operated assets. In July, PM Capital noted a 10% rise after the sale of four cattle properties and 2,500 megalitres of water entitlements at values supporting its book value. Ralton added Rural Funds, highlighting its roughly $2 billion diversified agricultural property portfolio across 61 properties. Rural Funds Group operates in the Real Estate sector within the Equity Real Estate Investment Trusts industry, and Thesis Tracker has captured 4 comments from 3 fund managers, PM Capital and Ralton. Rural Funds Group owns and leases agricultural properties, including almond orchards, macadamia plantations, cattle properties, vineyards and water entitlements across Australia, managed by Rural Funds Management.
Company figures as of 15 Oct 2026. For information only.
Fund managers including NorthStar Impact Funds, PM Capital and Ralton Asset Management have invested in Rural Funds Group (ASX:RFF).
PM Capital and Ralton highlight asset sales supporting book value, a large diversified agricultural portfolio and the potential to exit lower-returning directly operated assets.
PM Capital notes disappointing guidance due to lower income from operated assets, causing a 10% fall.
Rural Funds Group is a real estate investment trust that holds and leases agricultural property and equipment. Its assets and activities include leasing almond orchards, macadamia orchards, poultry property and infrastructure, vineyards, cattle properties, cotton property, agricultural plant and equipment, cattle rights and water rights. Founded on 19 December 2013, the company is headquartered in Canberra, Australia.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.