LANDE published its June 2026 monthly report, summarising agricultural project financing, repayments and recovery work on overdue claims.
What the report covers
New financing
The report presents activity in newly funded agricultural projects and the flow of capital to borrowers during the month.
Repayments and recoveries
Repayments and work on overdue claims are shown separately, providing important context for assessing actual portfolio performance.
What this means for investors
Growth in new financing is a positive activity indicator, but it should not be viewed in isolation. The relationship between performing loans, arrears and funds actually recovered is more important for risk assessment.
Investor Impact
Activity: monitor
New volume shows demand for funding but does not measure portfolio quality.
Credit risk: monitor
Arrears and recovery results matter more than the number of new projects.
Liquidity: ↔
A monthly report does not guarantee a quick exit from an individual investment.
Diversification
Investors should monitor exposure by borrower, country, collateral type and maturity.
Important: Agricultural lending is exposed to seasonal, price, weather and operational risks. Collateral may reduce loss severity, but it does not guarantee a quick or full recovery.
Impact on the P2P Investitor Score
No automatic change in the Score. Monthly operating data should be assessed together with the longer-term trend in arrears and recoveries.