Forecasting Stumpage Prices and Timberland Investment Performance Requires Local Knowledge of Wood Demand

| no comments in Forest Finance & Economics, Forisk, Stumpage Forecasting, Timber Market Analysis, Wood Demand & Procurement

Last week, I met with the CEO of one of world’s largest forest management and consulting firms.  We ended up discussing a mutually perplexing question, “why do some timberland investors prioritize macro issues like housing at the expense of understanding more…

Timber REITs: Weyerhaeuser Timber Segment Positioned to Outperform South-wide Average

| no comments in Stumpage Forecasting, Timber REITs

Two-thirds of the nearly 6.2 million acres that Weyerhaeuser (WY) owns and leases in the United States are located in the South.  Our Equity Research team matched WY’s timberland acres to Forisk’s state-by-state forecast of stumpage prices and wood demand more…

Potential Impacts on Timberland Investors from FDIC Proposals on Risk Retention and Mortgage Markets

| no comments in Forest Finance & Economics, Stumpage Forecasting, Timberlands

Recent comments by Federal Deposit Insurance Corporation (FDIC) Chairman Sheila Blair regarding minimum down-payments of up to 20% for “qualified residential mortgages” (QRM) echoed discussions about residential housing markets at the UGA Timberland Investment Conference.  Our Equity Research Team (Neena more…

Timber Forecast: Sawtimber Prices Expected to Recover in 2012-2013; Pulpwood Driven by Bioenergy and OSB

| no comments in Forisk, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Demand & Procurement

Our team at Forisk just released its 2011 timber (stumpage) forecast for pine sawtimber and pulpwood for the US South and by state.  Overall, we show increasing demand for wood raw materials and higher pine stumpage prices for forest owners more…