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This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! The investable universe for institutional timberland in the U.S. is modest compared to markets for stocks, bonds, currencies, or real more…
Between reporting on artificial intelligence and the Luka Doncic trade to the LA Lakers, news leaked about potential U.S. tariffs on imports from Canada. While headlines screamed – see the January 31st The Wall Street Journal editorial “The Dumbest Trade more…
This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! Class attendees will receive eBooks for the soon-to-be released 7th Edition of Forest Finance Simplified and 2nd Edition of Aunt Fanny Learns more…
When localizing forest supplies, mill capacities, forest operations, and pricing, each timber market produces a unique profile. This uniqueness highlights how timberland valuations, wood procurement strategies, and forest management plans get customized to optimize the market and company assets. Recently, more…
Recently, at the CANOPY forestland investment conference in Portland, I participated on a panel about pulpwood markets in the U.S. South. While the region enjoys abundant forest resources and dozens of new wood-using mills, it has also seen the closure more…
In the forest industry, we study timber markets and the underlying data to understand relationships and risks. For timberland investing and the procurement of wood, systematic frameworks and proven processes help us analyze and compare markets and wood baskets to more…
This post includes content from the 7th edition of Forest Finance Simplified (forthcoming) and the upcoming Timber Market Analysis course (delivered virtually on October 16th & 17th).. Investors prefer assets that do not correlate with the stock market because they more…
This post includes data from the Q3 2024 Forisk Research Quarterly (FRQ) and Forisk’s new digital platform for the North American Mill Capacity Database. Over the past 50 years, major shifts in the regional distribution of lumber capacity across North more…
This post includes excerpts from the Q2 2024 Forisk Research Quarterly (FRQ) feature article, “Topics on Forest Finance: Investment Criteria and Timberland Liquidity” and from the forthcoming 7th edition of Forest Finance Simplified. Liquidity – the ability to convert assets more…
This post introduces research and topics that will be addressed in the Q2 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. When deciding where to allocate limited capital, we benefit by more…