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…

Timberland Returns: Comparing the Drivers of Performance (1995–2025)

| comment (1) in Timberlands

The following is an excerpt from the Forisk Research Quarterly.   When evaluating timberland investment performance, we generally look at two drivers: EBITDDA (Earnings Before Interest, Taxes, Depreciation, Depletion, and Amortization), which represents the cash yield from operations, and Appreciation, more…

Declining Lumber Capacity in Western Canada Supports Continued Forest Industry Capital Investments in the U.S. Pacific Northwest

| no comments in Forest Operations, Forest Strategy, Risk Management, Softwood Lumber, Timber Market Analysis, Timber Supply, Timberlands, Wood Demand & Procurement

This post includes ideas and an excerpt of analysis from the Q2 2026 Forisk Research Quarterly. Introduction Forisk’s analysis of U.S. timberland investments and U.S. lumber manufacturers includes tracking Canadian wood-using manufacturing capacity and production. Canada’s lumber industry saws far more…

Forisk Custom Market Forecast Case Study – Timberland

| no comments in Custom Market Forecast, Timber Market Analysis, Timberlands

Last year, Forisk published a blog about the questions Forisk’s Custom Market Forecast (CMF) can answer for firms making investment and operating decisions in the timber and forest industries. After a year of delivering CMFs for clients, we developed case 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…

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…