Steadfast in a Shifting Landscape
By Jared Hollinger, Sower Investment Partners – April 2025
As we move further into 2025, the day-to-day volatility of the public markets has become more pronounced—and more familiar. Economic headlines continue to swing between optimism and uncertainty: inflation remains sticky, interest rates fluctuate with every data release, and global tensions are testing investor sentiment across asset classes.
While this environment may feel disorienting, we believe it reaffirms the core tenets of our investment approach: focus on real assets, partner with exceptional operators, and build portfolios that offer long-term durability and growth.
At Sower, we are committed to investing in assets that not only endure but thrive through cycles. Whether it’s farmland that produces year in and year out, open-air retail assets backed by national tenants, or innovative venture investments addressing real-world problems—we remain confident in the quality and resilience of our strategies.
Looking Ahead: Consistency, Opportunity, and Value Creation
Our vision remains clear: to deliver long-term, risk-adjusted returns across a diversified platform of essential real estate and private investments. While macroeconomic shifts can create short-term noise, they also open the door to disciplined acquisitions, favorable deal structures, and market dislocations we are well-positioned to capitalize on.
In this edition of the newsletter, you’ll read about updates from our various verticals:
- Sower Commercial. The successful close and re-development of the Manawa Centre, a high-profile commercial real estate project in Council Bluffs, Iowa.
- Sower Ventures. The Series A milestone of Smartdata, an Omaha-based fintech platform transforming how advisors engage new clients.
- Sower Farmland. The continued momentum and growth of the Sower Farmland Fund, one of our most stable and scalable platforms.
Each of these stories underscores our belief that stability and innovation are not mutually exclusive—they are complementary forces that, when combined with discipline and vision, deliver exceptional results over time.
Thank You for Your Continued Trust
We are deeply grateful for the continued support of our investors and partners. In times of uncertainty, relationships matter more than ever, and we do not take your trust for granted.
As always, if there’s anything you need from our team, please don’t hesitate to reach out directly. We welcome introductions to others who may benefit from our investment platforms, and we remain committed to earning your confidence—every quarter, every cycle, every year.
Warm regards,
Jared Hollinger
CEO & Sr. Managing Partner, Sower Investment Partners