My Account | Sign In
This is the third in a series related to Forisk’s Q3 2018 forest industry analysis and timber price forecasts for the United States and Canada. When comparing investments into traded REITs versus actual real estate assets – whether land or more…
Diversification is a risk reduction strategy illustrated in the idiom “don’t put all your eggs in one basket.” This implies we risk everything by relying on one asset, firm, idea or approach. Of course, Mark Twain, in 1894, wrote, “the more…
My older daughter* likes to tell the following joke: “Why did the banker quit his job?” “Because he lost interest.” This came to mind while reading a recent New York Times article on the power of yield curves as recession prognosticators more…
We often expect housing and lumber and timber markets to interact and behave in certain ways. However, these expectations assume operable levels of market clearing information and pricing that apply (somewhat) uniformly across North America in seamless, frictionless transactions. You more…
This is the third in a series related to Forisk’s Q2 2018 forest industry analysis and timber price forecasts for the United States and Canada. The post includes an excerpt from the Timberland Investment chapter. The North American timberland market more…
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…
Timber Market Analysis (TMA) is a process of systematically evaluating and tracking local wood raw material markets for investing in and managing timberlands and wood-using facilities. The TMA process prioritizes questions, aggregates data, conducts analysis and communicates results and recommendations. 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…
This is the third in a series related to Forisk’s Q1 2018 forest industry analysis and timber price forecasts for the United States and Canada. The following is an excerpt from the Forisk Facts & Figures column, Forisk’s quarterly “story 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…