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Forisk has tracked and accumulated timberland transaction and ownership data since 2006. The ownership data goes back 50 years and the transaction data goes back 20 years to 1996. This provides context when reviewing year-over-year trends. In the past twelve more…
This post includes an excerpt from the Timberland Investment chapter in the Q1 2018 Forisk Research Quarterly. The timberland market continues to generate a steady diet of deals to review. Through year-end 2017, there were nearly 1.8 million acres of more…
Time is a distinguishing characteristic of investing in forests versus other assets. Buying and planting tree seedlings for financial gain comes with an implied commitment. While the building you buy generates rental income next month, and the row crop you more…
This is the fifth in a series related to Forisk’s Q4 2017 forest industry analysis and timber price forecasts for North America. Institutional Investor recently published a bizarre article claiming that timberland investments are well positioned for a “comeback.” Comeback more…
This post includes excerpts from previous research published by Forisk and summarizes comments we delivered at the Who Will Own the Forest? Conference in Portland, Oregon on September 13, 2017. Decades of “nightly news” exposure to investment indices such as more…
This is the third in a series related to Forisk’s Q2 2017 forest industry analysis and timber price forecasts for the United States. Forisk has been accumulating timberland transaction and ownership data for the past twelve years. The ownership data more…
During a recent “Investing in Timberland and Timber REITs” workshop, a student asked about the “problem” of liquidity for timberland investors. We have posted on this theme before, and the issue clearly differs for those buying shares in publicly traded more…
Economists surveying the landscape following the 2016 US Presidential Election expect trade wars, economic growth and higher inflation. For me, this raises two questions. One, do the expectations of these analysts matter? That’s the performance question, and the track record more…
In 1969, Joe Namath led the New York Jets over the Baltimore Colts in the Super Bowl, Neil Armstrong became the first person to walk on the moon, and 14 of the 15 largest U.S. timberland owners were vertically-integrated, mill-owning more…
This post includes data from featured research in the Q2 2016 Forisk Research Quarterly (FRQ). Timberland investors looking to acquire assets and timber REITs seeking to grow their asset bases both made big moves over the past 16 months. Firms more…