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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…
Our previous blog on the uniqueness of individual timber markets and wood baskets generated questions and follow-ups on the tyranny of regional averages and the challenge of localizing price forecasts. In our world, there is no such thing as an 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 is the second installment in our discussion of the 2017 Hurricane season’s impacts on the forest industry. See Part I for additional analysis. Brooks Mendell, Andrew Copley and Justin Tyson contributed to this blog. The closest comparison we have more…
Shawn Baker, Andrew Copley and Justin Tyson contributed to this blog. Catastrophic or severe weather events and risks may exceed the abilities and flexibility of the most talented wood supply organization. How might we think about these risks? Weather risk 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…
The pursuit of the ‘preferred answer’ starts early in life. Any two-year old knows to ask Dad after Mom says, “No.” In forestry and the forecasting of timber markets, comparing approaches, like getting a second opinion, strengthens our collective understanding, more…
Mid-way through a ninth year of increasing housing starts and growing lumber consumption, timberland investors and forest owners in the U.S. South continue to struggle with flat and, in certain local markets, falling sawlog prices. Previous posts discuss how this more…
In the show “Shark Tank”, a key lesson from watching entrepreneurs get grilled by Kevin O’Leary and company is the importance of knowing your numbers. The questions are always the same, so showing up unprepared is, frankly, inexcusable. What are 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…