Questioning the Beady-Eyed Bond Market and Ballooning U.S. Federal Debt

| no comments in Forest Finance & Economics, Forest Strategy, Forisk, Risk Management, Timber REITs, Timberlands, Wood Demand & Procurement

Introduction Investors care about bond markets. For institutional investors tasked with managing portfolios on behalf of current and future retirees, U.S. policies and debt levels affect the relative attractiveness of assets from domestic timberlands to equities to treasuries. The bond more…

Pacific Northwest Chip Markets Face Turmoil in Q2

| no comments in Forisk Wood Fiber Review, Pulp & Paper, Wood Demand & Procurement

This post is an excerpt from the Q2 2026 Forisk Wood Fiber Review (WFR), which provides a quarterly review of pulpwood, chips, biomass markets and trade in the U.S. and Canada. Introduction Residual wood chips, byproducts generated during timber harvesting more…

Learning from History to Invest in Timberlands and the Forest Industry

| no comments in Custom Market Forecast, Forest Operations, Forest Strategy, Forisk, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy, Wood Demand & Procurement, Wood Prices

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction When it comes to making choices and decisions, I think we overvalue “best,” we underappreciate “good” and “effective” and “better,” and we fail more…

Timberland Returns: Comparing the Drivers of Performance (1995–2025)

| comment (1) in Timberlands

The following is an excerpt from the Forisk Research Quarterly.   When evaluating timberland investment performance, we generally look at two drivers: EBITDDA (Earnings Before Interest, Taxes, Depreciation, Depletion, and Amortization), which represents the cash yield from operations, and Appreciation, more…