Timberland Investments: Smaller Sector with Bigger Portfolio Benefits

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

This post includes themes from the (virtual) Applied Forest Finance course on April 3rd, 2025. Early registration ends March 20th! The investable universe for institutional timberland in the U.S. is modest compared to markets for stocks, bonds, currencies, or real more…

Financial Criteria in Forestry, Part II: Which Do We Use and When?

| comments (2) in Forest Finance & Economics, Forest Strategy, Timberlands

This post introduces research and topics that will be addressed in the Q2 2024 Forisk Research Quarterly (FRQ), which includes forest industry analysis and timber price forecasts for North America. When deciding where to allocate limited capital, we benefit by more…

Revisiting the Role of Forest Carbon

| no comments in Forest Carbon, Forest Finance & Economics, Timberlands, Wood Bioenergy

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…

Timber Time Travel: Lessons from the Past to Inform the Future

| no comments in Softwood Lumber, Stumpage Forecasting, Timber Supply, Wood Prices

This post is the fourth in a series related to the Q1 2023 Forisk Research Quarterly (FRQ). It references our featured research on pulpwood and sawtimber price drivers. Each year we evaluate our forecast models to understand what went well more…