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This post includes excerpts from Forisk’s timberland investment research and Brooks Mendell’s September 2014 presentation at the “Who Will Own the Forest?” conference in Portland, Oregon. The complete presentation is available here. During the ten-year period from January 2004 through more…
This is the sixth in a series related to the analysis of timber markets and wood baskets. Forest supplies, wood demand and timber prices cycle. However, these three rarely “get the memo” and synchronize in a timely, convenient fashion. (The more…
This is the fifth in a series related to the analysis of timber markets and wood baskets. Tip O’Neill, the former US Speaker of the House of Representatives known for a productive working relationship with his political “adversary” President Ronald more…
This is the third in a series related to Forisk’s research of U.S. timberland ownership. The list below ranks the 2014 top 20 U.S. timberland owners and managers by acres, and compares this to their 2013 rankings. By rank, the more…
This is the second in a series related to Forisk’s research of U.S. timberland ownership. “Industrial” timberlands – those acres owned and managed with a primary objective of generating more wood volumes in less time than publicly or other privately more…
This is the first in a series related to Forisk’s research of U.S. timberland ownership. Since 2010, Forisk has tracked U.S. timberland ownership to support its forestry investment research and study of timberland investment vehicles. In 2012, we published for more…
This is the third in a series related to the 2014 Forisk Forecast. Question What is the status of the Panama Canal expansion and its implications for the U.S. forest industry? Short Answer The expansion of the Panama Canal has more…
CatchMark Timber Trust (CTT), formerly the private Wells Timber REIT, became a publicly-traded timberland-owning REIT on the New York Stock Exchange effective December 12, 2013. CatchMark’s IPO represents a pure, and path-breaking, “private-to-public” timber play. Investors and timberland investment managers, more…
NCREIF recently reported Q4 2013 total returns for private US timberlands of 5.92%. This total return number accounts for nearly two-thirds of the total 9.69% return for all of 2013. Big moves during the fourth quarter for the NCREIF Timberland more…
The phone rings. Our forest manager wants to increase the budget for fertilization in 2014. How do we account for the original investment – the original capital used to acquire the timberland – when evaluating new projects for the same more…