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When tracking wood demand and timber markets, we look not only to the past and to the future for guidance, but also to the side – peripherally – to gauge performance across markets and sectors. Heather Clark, our Customer Relations more…
When studying exchange rates and currency markets, I sometimes think of the old joke “the quickest way to double your money is to fold it in half and stick it back in your pocket.” Currency markets shake more than more…
Last week, I met with the CEO of one of world’s largest forest management and consulting firms. We ended up discussing a mutually perplexing question, “why do some timberland investors prioritize macro issues like housing at the expense of understanding more…
Over the past three months, Dr. Tim Sydor, Forisk’s Director of Economic Analysis and Forecasting, has led our mid-year update of Forisk’s 2011-2020 timber forecast for the US South and Pacific Northwest. The results show sawtimber prices for the US more…
An interesting report landed on our desk a few weeks ago, further reinforcing the sorry state of timberland market analysis available to timber REIT investors. The report, from Credit Suisse, makes assertions based on a careless and faulty application of more…
Last week, I spoke at the Global Real Assets Investment Forum in New York as part of the panel on “Timber in Institutional Portfolios.” My takeaway from participating in this event: institutional investors seem bored with timberlands. They showed more more…
Forisk Equity Research completed a comparative analysis of timber REIT forest harvesting activities to address the question, “who wins as housing markets return?” The Executive Summary is below. The complete Technical Note (January 2011) is available here. Executive Summary While more…
REIT investors specify the relatively high and stable dividends as a key benefit of investing in real estate investment trusts. Timberland-owning REITs (timber REITs) offer additional tax benefits. Most timber REIT distributions (related to income from the sale of timber) more…
From the desk of Neena Mishra, Director of Equity Research: While investing directly in timberlands requires high starting capital, retail investors can choose from other vehicles which provide exposure to timber and forest products such as REITs, related C-Corporations or more…
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