In this episode of From the Helm, Grady Wulff sits down with Rural Funds Group (ASX:RFF) COO Tim Sheridan and General Manager of Investor Relations, Corporate Affairs & Sustainability, James Powell, to discuss Australia’s first ASX-listed agricultural REIT, its diversified portfolio of farmland, and growth strategy, including its expanding macadamia holdings.
Tim and James share insights into RFF’s portfolio composition, market outlook, and how the company is leveraging technology and sustainability initiatives to maintain a competitive edge in Australian agriculture.

In this interview, they cover:
• (0:52) an overview of Rural Funds Group and its diversified agricultural portfolio
• (4:27) competition for farmland from domestic and offshore institutional investors, and how RFF maintains its advantage
• (5:13) the role of precision irrigation, varietal selection, and data-informed farming in differentiating RFF
• (8:36) the rebound in macadamia and cattle prices and its impact on short- and long-term investment priorities
• (9:29) emerging agricultural sectors, including avocados, citrus, and renewables-integrated farming
• (11:30) rental income sensitivity to macadamia nut-in-shell price movements and exposure passed through to lessees
• (13:56) key news flow and updates investors should watch for over the next 12 months.

Note: This interview was filmed on Tuesday 28 October 2025.