Research

Research plays a crucial role in all phases of our investment process from acquisitions to dispositions.

In-house and collaborative research underlies nearly all of our investment decisions. We write and produce several research documents on a regular basis. These publications are used to educate potential investors, while keeping our current clients informed of topics that may be relevant to their portfolio.

 

Current

October 2020, Q2 Timberland Investment Report: Unexpectedly Strong Recovery in Housing and Forest Products Bodes Well for Post-COVID Timber Markets

An explosive rebound in construction activity and solid wood products markets is helping lead the U.S. economy out of the COVID-downturn. An unexpected combination of surging new home construction and home remodeling coupled with tight supplies has boosted solid wood product prices to record levels.

Current

June 2020, Natural Resource Flash Report: Timberland-Farmland: Resilience under Uncertainty

After nearly three months since the COVID-19 outbreak was declared a pandemic on March 11th, 2020, enough statistical economic information has accumulated to start gauging the tolls on global economic activities during the pandemic so far.

Current

June 2020, Timberland Investor Report: Cautious Optimism for U.S. Housing

The key economic driver of timber demand and values is residential construction activity, including both the construction of new homes and repair and remodeling of existing units. U.S. home building statistics for March and April charted a severe setback for home construction as the disruptive economic impacts of the COVID-19 pandemic rippled through the sector.

Current

May 2020, Flash Report: COVID-19 Impacts Across the Forest Sector

COVID-19: Impacting U.S. Forest Product Markets
With North American markets for forest products and timber rapidly adjusting to the sweeping changes precipitated by the COVID-19 crisis, HNRG and other timberland managers are reviewing and revising short-term return expectations and operational plans.

Current

May 2020, Timber Market Outlook: COVID-19 Scenario Analysis

Measures taken to combat the COVID-19 pandemic are likely to give rise to a major economic correction worldwide in 2020, and the 2020 economic downturn in the U.S. and globally may be one of the deepest on record.

Current

April 2020, Brazil Timberland Flash Report: Resilience Under Uncertainty

As the COVID-19 pandemic surges across the globe, financial markets have reacted dramatically. Major stock markets around the world have suffered historical losses in Q1 2020, with the DJIA ending Q1 down 23%, Japan’s Nikkei down 20%, German’s DAX down 25%, and Brazil’s IBrX-50 down 36%. The spread of the coronavirus in South America has lagged in North America and Europe, only surfacing as a major threat in late Q1.

Current

March 2020, Timberland Flash Report: COVID-19 and Timber Markets—Impacts on Supply-Chain Disruptions

The dramatic spread of the COVID-19 virus in China and the more recent appearance of COVID-19 cases and fatalities in an increasing number of countries has sparked major corrections in global commodity and financial markets. Estimates of the possible scope and trajectory of the COVID-19 outbreak remain highly uncertain at this time, making it exceedingly difficult to quantify potential impacts on timber and forest products markets.

Current

March 2020, Natural Resource Flash Report: Timberland-Farmland: Resilience under Uncertainty

As COVID-19 spreads beyond the borders of China and surges in documented cases of infection were reported in Iran, Korea, Japan, Italy, the U.S. and numerous other countries, financial markets reacted dramatically. In the last week of February 2020, the U.S. stock markets suffered the largest weekly losses since the Global Financial Crisis in 2008, with the S&P 500 falling nearly 12%.

Current

March 2020, Timberland Investor Report: The U.S. Timberland Property Index Retreated in 2019, with Significant Variation Across Regions

U.S. private timberland investment performance in 2019 reflected a wide range of returns specific to geographic region. NCREIF reported the U.S. Timberland Index slipped to a market value-weighted 1.3 percent in 2019, a decrease of 191 bps from 2018. Across regions within the U.S., annual returns ranged from -2.4 percent in the Northwest to +6.7 percent in the Lake States.

Current

January 2020, Timberland Flash Report: Phase One Trade Deal: Potential Impacts on Exports of Forest Products from the US to China

On January 15, 2020, the U.S. and China signed a “Phase One” trade deal that includes structural reforms in intellectual property, technology transfer, agriculture, financial services, currency and dispute resolution. The trade deal also sets commitments by China to greater agricultural purchases in 2020 and 2021.

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