Forisk Blog: April 2016

Forisk Forecast: US Housing Starts Outlook, Q2 2016 Update

Posted on April 22, 2016 by Brooks Mendell | no comments in Forest Finance & Economics, Stumpage Forecasting

This is the first in a series related to Forisk’s Q2 2016 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…

Timberland Obfuscation: How Equity Analysts Muddy the Inflation/Deflation Story

Posted on April 18, 2016 by Brooks Mendell | comment (1) in Forest Finance & Economics, Timber REITs, Timberlands

Another incomplete timberland investment thesis resurfaced: timberland as a deflation hedge. Chip Dillon of Vertical Research Partners dusted off this idea during a conference presentation in March. (We have had issues with timberland investment analysis from Mr. Dillon’s team in more…