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…

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…

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…

Framing Risk with Respect to Construction Labor Shortages and the Forest Industry

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

This post is the third in a series related to the Q4 2025 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. To learn more or to subscribe to the FRQ, please contact Nick DiLuzio more…

Forest Industry Uncertainties Magnify the Strengths and Weaknesses of Local Timber Markets

| no comments in Custom Market Forecast, Forest Carbon, Forest Strategy, Forisk Wood Fiber Review, Pulp & Paper, Risk Management, Softwood Lumber, Structural Panels, 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, October 1st and 2nd, 2025. Lumber prices, OSB prices, construction spending, and housing starts are down. Manufacturing input costs, tariff rates, and policy frictions are up. more…

How to Compare Timber Markets and Wood Baskets During Trade Wars, Recessions, and Recoveries

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

For timberland investors, integrated firms that own timberland and mills, and wood-using manufacturers, the exercise for realizing value is specific to the trees grown, sold, and procured from each local timber market or wood basket. This forest industry reality becomes more…

What Questions can the Forisk Custom Market Forecast Answer?

| no comments in Custom Market Forecast, Risk Management, Timber Market Analysis

This is part one of a series highlighting Forisk’s new Custom Market Forecast. Future posts will highlight how the Custom Market Forecast can help your team make better decisions. To learn more about the Custom Market Forecast, please contact Nick more…

Timberland Investments: Physical Facts Affect Technology, Tariffs, and Trying to Increase Harvests from Public Forests

| comments (2) in Forest Finance & Economics, Forest Operations, Forest Strategy, Forest Technology, Risk Management, Softwood Lumber, Stumpage Forecasting, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! Over the past 30 years, the ownership and management of private industrial forestland has changed. Fewer forest owning firms are more…

Timberland Investments: Smaller Sector with Bigger Portfolio Benefits

| no comments in Forest Finance & Economics, Forest Strategy, Risk Management, Timber REITs, Timberlands

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…