Timberland’s Cash Yield vs. U.S. Treasuries: A 38-Year Gut Check

| no comments in Forest Finance & Economics, Timberlands

Introduction In December 2011, Forisk asked a simple question: how do timberland investment returns stack up against 10-year U.S. Treasuries, the classic “risk-free” benchmark? The answer then proved reassuring: over the 2001–2010 window, timberland investment vehicles, public and private, outperformed more…

We Analyze Timber Markets Because They Are Small and Unique

| no comments in Custom Market Forecast, Forest Finance & Economics, Forest Operations, Forest Strategy, Risk Management, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement, Wood Prices

This post includes ideas and content covered in the virtual Timber Market Analysis class, September 30th, and October 1st, 2026. Early registration ends September 16th; registration closes September 29th. In statistics, the law of large numbers teaches us that, as the size more…

How This Forester Learned to Stop Worrying and Love the EUDR

| comments (3) in Custom Market Forecast, Forest Carbon, Forest Finance & Economics, Forest Operations, Forest Strategy, Forisk, Forisk Wood Fiber Review, Risk Management, Timber Market Analysis, Timber Supply, Timberlands, Wood Bioenergy

This post includes content from the Q3 2026 Forisk Research Quarterly and ideas covered in the virtual Timber Market Analysis class, offered on September 30th and October 1st, 2026. I, for one, am grateful about the carefully implemented, clearly explained, and practically practical effort more…

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…

How Rising Energy Prices Affect Timberland Investments and the Forest Products Industry

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, Stumpage Forecasting, Timber Market Analysis, Timberlands, Wood Bioenergy, Wood Flows & Cash Flows, Wood Prices

This post includes themes from Forisk’s FRQ research and the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction On February 28, 2026, the United States and Israel initiated joint strikes on Iranian and more…

Recommendations for Benchmarking Timberland Investment Performance in All Market Conditions

| no comments in Forest Finance & Economics, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber REITs, Timberlands

This post includes themes from the (virtual) Applied Forest Finance course on March 31st, 2026. Early registration ends March 17th* Introduction Markets are nervous, uneven, and uncertain as stocks tumble this morning with the U.S. at war with Iran. And more…