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…

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…

Do Our Reasons for Investing in Timberland Still Apply?

| no comments in Forest Finance & Economics, Forest Operations, Forest Strategy, Forisk, Risk Management, 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! Class attendees also receive eBooks for the 7th Edition of Forest Finance Simplified* and 2nd Edition of Aunt Fanny Learns Forestry*! Several more…

Popular Forisk Blog Posts from 2025: Top Lumber Producers, Timberland Owners and Managers, and (Yes) Tariffs

| no comments in Forest Finance & Economics, Forisk, Softwood Lumber, Timberlands

Thank you for reading the Forisk blog and sharing our content with others! In 2025, the Forisk team published 41 blog posts covering everything from lumber capacity and timberland ownership to mill announcements and tariffs. Below are the most-read posts more…

Five Recommended Books and Resources on Forest Finance and Owning Timberland

| no comments in Forest Finance & Economics, Forisk, Risk Management, Timberlands, Wood Flows & Cash Flows

As a reader, writer, and researcher, books have been hugely important in my life, and I enjoy swapping favorite book titles with others. When asked for non-fiction book recommendations, I follow two informal rules. Only recommend books that I’ve actually more…

Top Forisk Blog Posts from 2024: Top Lumber Producers, Timber Supply and Inventory, and Hurricane Helene

| no comments in Custom Market Forecast, Forest Finance & Economics, Forisk

Thank you for reading the Forisk blog and sharing this content with others! The Forisk team posted 42 articles to our blog in 2024. Here are the top blog posts from 2024, along with a few other honorable mention posts: more…

Softwood Lumber Capacity Continues to Migrate Across North America

| no comments in Forest Finance & Economics, Forest Operations, Forisk, Softwood Lumber, Timber Market Analysis

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…