Timberland investors and REITs rely on continued demand for wood raw materials from forest product manufacturers to justify their investments in...
Tag - Timberland Investing
How many researchers does it take to change a light bulb? Actually, it just takes one, but you’ll have seven others standing around debating about...
Potential Impacts on Timberland Investors from FDIC Proposals on Risk Retention and Mortgage Markets
Recent comments by Federal Deposit Insurance Corporation (FDIC) Chairman Sheila Blair regarding regarding minimum down-payments of up to 20% for...
When tracking wood demand and timber markets, we look not only to the past and to the future for guidance, but we look to the side – peripherally –...
Timber REIT returns depend on strong demand from end-use markets for forest products such as lumber, plywood, pulp and OSB. This explains the...
Questions and comments regarding a study we published with the Schiamberg Group have focused on (1) why a given wood-using transportation fuel...
With uncertainty in Europe, tight credit markets and falling projections for demand for commercial office space and residential construction...
Our research and analysis of publicly-traded, timberland owning real estate investment trusts (REITs) tends to focus on the status of wood markets...
“How do timberland investment managers make money?” The question itself, asked by an analyst working for an institutional investor, was...
It’s December 31, 2010 and you’re sitting on a pile of cash. Do you invest in the S&P 500, an all-REIT index, private timberlands or publicly-traded...