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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…
At Forisk, we believe markets are uniquely local. We work hard to track mill capital investments because of their impact on local wood baskets. Similarly, we forecast timber supply at local levels to understand the supply and demand balance (or more…
This post is the fourth in a series related to the Q3 2023 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. As they grow, trees absorb carbon dioxide from the atmosphere. This capturing 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…
This is the third in a series related to Forisk’s Q3 2015 forest industry analysis and timber price forecasts for the United States and Canada. Recently, The Christian Science Monitor published an article summarizing analysis by Israeli military chiefs regarding more…
Executive Summary: all timberland investment vehicles exceed US Treasury benchmarks over long time frames; timber REIT dividend distributions enhance yields to help offset short term share price volatility. U.S. Treasuries remain a common benchmark for private timberland investments. Why? Relative more…