Timber REITs: Weyerhaeuser Timber Segment Positioned to Outperform South-wide Average

| no comments in Stumpage Forecasting, Timber REITs

Two-thirds of the nearly 6.2 million acres that Weyerhaeuser (WY) owns and leases in the United States are located in the South.  Our Equity Research team matched WY’s timberland acres to Forisk’s state-by-state forecast of stumpage prices and wood demand more…

Potential Impacts on Timberland Investors from FDIC Proposals on Risk Retention and Mortgage Markets

| no comments in Forest Finance & Economics, Stumpage Forecasting, Timberlands

Recent comments by Federal Deposit Insurance Corporation (FDIC) Chairman Sheila Blair regarding minimum down-payments of up to 20% for “qualified residential mortgages” (QRM) echoed discussions about residential housing markets at the UGA Timberland Investment Conference.  Our Equity Research Team (Neena more…