Timberland & Timber REITs: Credit Suisse Analysis Lacks Rigor and Logic

| no comments in Forest Finance & Economics, Timber REITs, Timberlands

An interesting report landed on our desk a few weeks ago, further reinforcing the sorry state of timberland market analysis available to timber REIT investors. The report, from Credit Suisse, makes assertions based on a careless and faulty application of more…

Timber REITs and Timberlands: Wall Street Excitement versus Institutional Indifference

| no comments in Forest Finance & Economics, Timber REITs, Timberlands

Last week, I spoke at the Global Real Assets Investment Forum in New York as part of the panel on “Timber in Institutional Portfolios.”  My takeaway from participating in this event:  institutional investors seem bored with timberlands.  They showed more more…

Wood Bioenergy: Project Count Edges Up; Future of Cellulosic Ethanol Uncertain

| no comments in Wood Bioenergy

As of January 30, 2011, Wood Bioenergy US counted 445 wood-consuming, announced and operating bioenergy projects in the continental US, up from 441 in December 2010.  In total, these projects – which include wood pellet, wood-to-electricity, and cellulosic ethanol projects – represent potential, more…