English Farmland Market Review 2Q2013

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Market Intelligence Report

Review of the English and Scottish farmland market April – June 2013 57% more land marketed but don’t get too excited as last year was a historic low and the market is returning to more normal levels Values continue to rise

Key points: • The average price rose by 4% to £9,500 per acre in England and £XXX in Scotland • Both bare and equipped land values remain at historic high levels • Over 50% more land was marketed compared with this period in 2012 but it is a case of supply returning to normality as 2012 was historically low. • Scarcity of land for sale remains the main driver of the price rises, despite the supply rise

All figures in this review, from Smiths Gore’s research department, are from our comprehensive database of all sales of publicly marketed farmland in England and Scotland over 50 acres; they exclude sales where the residential value of the sale is greater than 50% of the total. Therefore all figures are transaction-based, not based on opinion like other firms’, apart from the Scottish and regional values which are from our regional farm agents.

smithsgore.co.uk


Scotland – John Coleman

XXXXXX

North East – Iain Welsh

Both bare and equipped land values continue to rise

Over 50% more land was marketed this Spring compared with 2012 in what is traditionally the busiest period for farmland market activity. The increase in supply looks dramatic but, if we look over the past seven years, it is clear that it is more a case of supply returning to normality. In six of the last seven years, 50 – 60,000 acres were marketed in the second quarter. The 35,800 acres in 2012 was an exception. The rise is due to landowners deciding to sell in response to last year’s strong prices and low supply.

Land for sale in England

2Q2013

(acres)

Bare land Equipped farms All land

7,900 48,200

56,100

2Q2012

The average value of English farmland rose to £9,500 per acre. It has risen by 5% since the start of 2013 and by 6% over the past 12 months. Bare land values rose to £7,100 per acre, up 3% since the start of 2013 and by 12% over the past 12 months. 2Q2013

2Q2012

2Q2011

1Q2013

1Q2012

1Q2011

Equipped land values have risen more than we expected and are now at an average in England of £10,200 per acre, up 5% since the start of 2013 and by 6% over the past 12 months.

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

North West – Simon Waller

Yorkshire and Humber – William Douglas

(% change in last 12 months)

Average price in England (£/ac)

6,900 (16%)

Bare land

2Q2013

2Q2012

(% change since 1Q2013)

(% change in last 12 months)

£7,100 (+1%)

1Q2013

£7,000

£6,300 (+12%)

28,900 (67%)

35,800 (57%)

Area of farmland marketed in England - Q2

2Q2013 2Q2013

2Q2012

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

2Q2012

Equipped farms

All land

£10,200 (+4%)

£9,500 (+4%)

£9,700

£9,100

2Q2011

2Q2013

2Q2012

2Q2011

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

South West – Simon Derby

East of England – Sam Tydeman

Area of farmland marketed in England

Farmland values in England 2Q2013

2Q2012

2Q2011

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

Smiths Gore offices 2Q2013

2Q2012

2Q2011

2Q2012

2Q2011

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

South Central – Giles Wordsworth

South East – William Banham

2Q2013 Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

2Q2012

2Q2011

£9,600 (+6%)

£8,900 (+6%)

At the risk of sounding like a broken record, the market fundamentals that are driving prices up have not changed – there is too little land for sale to meet buyer demand, which remains farmer-led.

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

The area of equipped land marketed has increased 67%, compared with a 16% increase for bare land. In response to demand for commercial arable acres, we are increasingly seeing equipped holdings coming to market where the farmhouse has been retained and only the land and modern buildings are being offered for sale.

2Q2011

East Midlands – Luke Humphries

West Midlands – Ed de Lisle

2Q2013

2Q2012

Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)

2Q2011

NB The regional bare and equipped values quoted are based on the opinions of our farm agents; the data on number and acreage for sale from our comprehensive database of all sales of publicly marketed farmland in England over 50 acres; they exclude sales where the residential value of the sale is greater than 50% of the total. All data is for 2Q.

2Q2013 Bare arable (£/ac) Bare pasture (£/ac) Equipped (£/ac) Number of farms for sale Total area for sale (ac)


What scarcity looks like You can see the real scarcity when you try looking for a particular type and size of farm. For example, there were only five arable farms over 750 acres marketed in the whole of England and only seven livestock and mixed farms. Bare land

Equipped farms

Small <250ac

Medium <750ac

Large >750ac

09Q2

60

9

0

10Q2

63

9

0

11Q2

47

6

1

Bare Total

Equipped Total

Grand Total

220

289

Small <250ac

Medium <750ac

Large >750ac

157

48

15

72

170

66

10

246

318

54

190

81

10

281

335

69

12Q2

44

6

1

51

112

47

12

171

222

13Q2

84

4

0

88

211

58

12

281

369

If you then look for farms locally – or even if your region – the numbers get even smaller. One way to get the land you want is to buy off-market, which means buying land that is not publically marketed. Although only accounting for a small proportion of the market, it is becoming increasingly common, using an agent, like Smiths Gore. Number and area of all land marketed per region All farms (Quarter 2) East Midlands

East of England

North East

North West

South Central

South East

South West

West Midlands

Yorkshire & Humber

England

Number of farms for sale 2Q11

36

26

6

23

35

22

62

27

23

260

2Q12

19

25

4

23

31

7

23

10

17

159

2Q13

27

37

10

21

58

25

56

27

32

293

Total area (acres) 2Q11

10,300

8,000

1,400

3,600

7,800

4,300

10,300

5,900

5,600

57,000

2Q12

4,300

6,000

900

3,600

6,900

1,600

6,600

1,400

4,500

35,800

2Q13

4,400

6,200

6,700

2,400

13,100

3,600

6,600

7,100

6,000

56,100

Our forecasts for 2013 Average value of English farmland up +7%, according to our statistical model of market. However, this may be bullish and the rise could be lower. We expect bare land prices to increase faster than equipped land. Less than 100,000 acres for sale again as there are few forced sales and landowners wait to see the detail of the CAP reform. The main risk to this forecast is landowners selling at what they believe to be the top of the market.

Contacts Our regional farm agents would be pleased to give your more information about the land market in your region or county. Please do not hesitate to contact them:

Great Britain

National Head of Farm Agency

Giles Wordsworth

London

0207 409 9490

England

Giles Wordsworth Sam Tydeman

London Newmarket

0207 409 9490 01638 676743

Iain Welsh Simon Waller William Douglas Ed de Lisle Luke Humphries Sam Tydeman William Banham Giles Wordsworth Harry St John Simon Derby Toby Perry

Darlington Clitheroe York Lichfield Peterborough Newmarket Maidstone Oxford Oxford Taunton Exeter

01325 370500 01200 411052 01904 756303 01543 266407 01733 559322 01638 676743 01732 879058 01865 733302 01865 733304 01823 445036 01392 294891

John Coleman

Edinburgh

0131 344 0881

North East North West Yorkshire and Humber West Midlands East Midlands East of England South East South Central South West Scotland

Head of Farms and Estates Agency Team


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