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This post includes data from Forisk’s North American Timberland Transactions Database and research from the Forisk Research Quarterly. For more information about the Forisk Research Quarterly, please contact Nick DiLuzio (ndiluzio@forisk.com). In Q1 and Q2 2025, Forisk tracked 22 more…
This post includes ideas and content from the Q3 2025 Forisk Research Quarterly. Humans use petroleum products and coal to power factories, propel cars, and illuminate cities. We consume and release in dozens of years what required hundreds of millions more…
Co-authored by Joshua Uzu This post includes data from Forisk’s North American Timberland Transactions Database and research from the Q2 2025 Forisk Research Quarterly. As noted in previous updates, 2023 and 2024 were below average years for timberland transaction more…
In Q1 2025, the Forisk Wood Fiber Review added a new chapter tracking the performance, production and exports from publicly traded companies including Canfor (CFP), GreenFirst Forest Products (TSX: GFP), Interfor (IFSPF), PotlatchDeltic (PCH), West Fraser (WFG), and Weyerhaeuser (WY). more…
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…
Any way you slice it, 2020 was a slow year for large timberland transactions. Forisk’s tracking recorded approximately 1.6 million acres of completed large timberland transactions in 2020. Over the past decade, from 2010 through 2019, the median volume of more…
After yet another consolidating acquisition of southern sawmills, it seems like an opportune moment to review the changing profile of the softwood lumber industry in the U.S. South. At the end of 2008 – the early days of the housing more…
Forisk has tracked and accumulated timberland transaction and ownership data since 2006. The ownership data goes back 50 years and the transaction data goes back 20 years to 1996. This provides context when reviewing year-over-year trends. In the past twelve more…
On July 26, 2017, West Fraser announced an agreement to acquire Gilman Companies, a major producer of southern yellow pine lumber with six sawmills in South Georgia and North Florida comprising 700 million board feet (MMBF) of capacity. The acquisition more…
Rayonier’s (RYN) announced ten percent dividend increase reminded me of the well-traveled quote from investor and Dallas Mavericks owner Mark Cuban on stocks and dividends: I believe non dividend stocks aren’t much more than baseball cards. They are worth what you more…