Staying Disciplined in a Selective Market
By Jared Hollinger, Sower Investment Partners | March 2026
As we began 2026, the investment environment continues to balance two realities: steady economic fundamentals alongside ongoing uncertainty around interest rates, capital markets, and financing conditions. While inflation has moderated and markets have begun adjusting to higher borrowing costs, transaction activity across many asset classes remains selective.
In environments like this, discipline becomes even more important. At Sower, we believe periods of uncertainty often create opportunities for investors who remain patient and focused on fundamentals rather than short-term market sentiment.
One of the strengths of the Sower platform is our ability to evaluate opportunities across multiple asset classes. By operating across commercial real estate, farmland, and venture investments, we can deploy capital where we believe the long-term risk-reward profile is most compelling. This flexibility allows us to remain selective while continuing to pursue opportunities where strong partnerships and thoughtful structures can support durable outcomes.
During the first quarter, this approach translated into several important developments across the platform. In commercial real estate, we continued to expand the Longview Fund II portfolio with the pending acquisition of Fargo 4427, expected to close in the second quarter, a stabilized retail asset with national tenants and long-term leases. In venture investments, we celebrated a significant milestone in our Solas BioVentures partnership, with deployed capital approaching $80 million and the Solas annual meeting planned for April. Within farmland, we also announced a strategic partnership with Peoples Company that strengthens our sourcing and stewardship capabilities across agricultural investments.
Beyond individual transactions, our broader focus remains on building investment platforms that can grow responsibly over time while maintaining disciplined investment standards. Our team continues to prioritize opportunities where strong underlying fundamentals and experienced operators can support long-term performance.
Looking ahead to the remainder of 2026, we expect capital markets to remain selective. While transaction volumes remain below historical averages, these conditions often create opportunities for investors who are prepared to act when high-quality assets become available.
Our focus remains consistent: identify durable assets, partner with exceptional operators, and structure investments designed to perform across market cycles.
Behind each investment is the work of an experienced team and a network of trusted partners who help us evaluate, execute, and manage opportunities across the Sower platform. We are grateful for the trust our investors place in us and remain committed to stewarding capital with discipline, transparency, and long-term alignment.
Thank you for your continued partnership.
All the best,
Jared Hollinger
Senior Managing Partner | Sower Investments
