Skip to main content

From the Helm: Rural Funds Group (ASX:RFF), Tim Sheridan, COO & James Powell, GM

Bell Direct
November 4, 2025

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.

Morning Bell 22 January

Bell Direct
January 22, 2025

Morning Bell 21 January

Bell Direct
January 21, 2025

Morning Bell 20 January

Bell Direct
January 20, 2025

Weekly Wrap 17 January

Bell Direct
January 17, 2025

Morning Bell 16 January

Bell Direct
January 16, 2025

Morning Bell 15 January

Bell Direct
January 15, 2025

Morning Bell 14 January

Bell Direct
January 14, 2025

Morning Bell 13 January

Bell Direct
January 13, 2025

Weekly Wrap 10 January

Bell Direct
January 10, 2025

Morning Bell 9 January

Bell Direct
January 9, 2025

Morning Bell 8 January

Bell Direct
January 8, 2025