Steady Momentum Across Sower's Verticals
By Jared Hollinger, Sower Investment Partners | August 2025
Staying Disciplined, Delivering Value
At Sower, our mission remains clear: deliver consistent, defensive returns while uncovering opportunities that others may overlook. In today’s shifting economic and real estate environment, this approach has proven resilient. By maintaining discipline, leveraging strong partnerships, and focusing on sectors where our expertise adds value, we continue to position Sower and our investors for long-term success.
Farmland: Turning Industry Distress into Opportunity
The agricultural sector is under pressure, with declining commodity prices, tighter credit, and falling farm incomes creating significant strain for operators. While many view this as a period of uncertainty, we see it as an ideal environment to acquire high-quality farmland at more attractive valuations.
Sower’s sale-leaseback strategy provides liquidity to farmers while allowing us to acquire land below its intrinsic value. This approach ensures operators can continue production while investors benefit from steady lease-backed income and long-term appreciation potential. In today’s distressed market, discipline and patience are key, and we believe these conditions represent one of the best opportunities in years to expand our farmland portfolio while delivering strong, risk-adjusted returns.
Commercial: Delivering Results in Retail and Multifamily
Retail continues to outperform broader expectations. National trends show retail vacancy rates at historic lows, with strong rent growth across prime locations. Through our partnership with Access Commercial, we’ve been able to capture this momentum. Tenant demand remains robust, and recent deals have set record rental rates, strengthening cash flow and positioning our commercial investors for growth.
We are also pleased to share the successful closing of Broadway Commons in Rochester, Minnesota, a key retail center acquisition that underscores our conviction in well-located retail assets. This property aligns with our strategy of targeting high-traffic, essential-service-oriented centers that provide durable returns.
On the multifamily side, The Arthur, our 329-unit Class A development at 48th & Dodge in Omaha, will officially open its doors in September 2025. Developed in partnership with Access Commercial and Burlington Capital, The Arthur blends modern amenities with the preservation of Omaha’s historic Pittman Veterinary Building. As leasing commences, we are confident this project will stand as a cornerstone for future growth in Omaha’s multifamily market.
Ventures: Investing in Healthcare Innovation
Sower Ventures continues to align with high-quality partners in the life science space through our collaboration with Solas BioVentures, a Chattanooga, Tennessee-based company. One of the standout investments is Vesalio, a medical device company advancing stroke care with its NeVa™ platform, a next-generation mechanical thrombectomy system. With global adoption growing and clinical studies progressing in the U.S., Vesalio is well-positioned to become a leader in stroke intervention worldwide.
This investment reflects our broader venture philosophy: to back transformational companies that deliver measurable improvements in patient care while offering substantial growth potential for our investors.
Closing Thoughts
Across farmland, commercial, and ventures, our strategy remains rooted in identifying market dislocations and executing with discipline. By leveraging our expertise and strong partnerships, we continue to generate attractive, risk-adjusted returns while creating lasting value in the communities and sectors we serve.
As always, we value your partnership and look forward to sharing continued progress in the months ahead.
All the best,
Jared Hollinger
CEO & Sr. Managing Partner, Sower Investment Partners
