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…

Forisk Timberland Transactions: 2025 Q2 Update

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

This post includes data from Forisk’s North American Timberland Transactions Database and research from the Forisk Research Quarterly. For more information about the Forisk Research Quarterly, please contact Nick DiLuzio (ndiluzio@forisk.com).   In Q1 and Q2 2025, Forisk tracked 22 more…

Forest Carbon Realities for Timberland Investors in 2025

| comments (2) in Forest Carbon, Forest Finance & Economics, Timber REITs, Timberlands

This post includes ideas and content from the Q3 2025 Forisk Research Quarterly. Humans use petroleum products and coal to power factories, propel cars, and illuminate cities. We consume and release in dozens of years what required hundreds of millions more…

North America’s Top Timberland Owners and Managers, 2025 Update

| no comments in Timber REITs, Timberlands

Co-authored by Joshua Uzu This post includes data from Forisk’s 2025 North American Timberland Owner & Manager List and the Q2 2025 Forisk Research Quarterly. Forisk has been tracking timberland transactions and aggregating timberland owner data since 2005. The 2025 edition of the North 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…

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…