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Between April 25th and April 29th, all four public timberland-owning REITs reported their Q1 2011 financial performance. Three of the four firms reported earnings per share below Wall Street consensus expectations: Overall, results continue to reflect the US housing downturn more…
Our team at Forisk just released its 2011 timber (stumpage) forecast for pine sawtimber and pulpwood for the US South and by state. Overall, we show increasing demand for wood raw materials and higher pine stumpage prices for forest owners 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…
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ATLANTA, GA (WABE) – In recent years, Georgia’s timber producers have fallen on tough times. But a new forecast shows the worst could be behind them. WABE’s Jim Burress reports. The South’s demand for timber between 2006 and 2009 fell by nearly a more…
Turbulent times characterized by plummeting pine sawtimber prices could soon be over for timber sellers. Forisk’s new stumpage price forecast signals climbing prices for pine sawtimber in the US South beginning in 2010. The ForiskFORECAST pine sawtimber price forecast, which includes state-by-state forecasts more…