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

March 2021, Timberland Investor: U.S. Timberland Returns Remain Subdued but Stable in a Turbulent 2020

NCREIF reported the U.S. Timberland Index posted a market value-weighted 0.81 percent in 2020, a decrease of 49 bps from 2019. Across the major U.S. regions, annual returns ranged from –4.75 percent in the Northwest to +2.91 percent in the Lake States. As in prior years, we devote our fourth quarter issue of the Timberland Investor Report to a review of NCREIF’s year-end report of the return performance of U.S. private timberland properties.

Current

February 2021, Timberland Flash Report: New Administration’s Economic and Climate Priorities Bode Well for U.S. Timberland Sector in 2021

The U.S. forest product sector and timber demand entered 2021 with strong forward momentum. Housing starts were at the highest level in 19 years, softwood lumber prices reached all-time highs, and prices for softwood sawlogs were trending higher. The tailwinds for the timber sector that were developing in much of 2020 should gain some added support from policy initiatives that the incoming Biden administration are
considering achieving post-Covid recovery of the economy and the job market.

Current

January 2021, Timberland Investor Report: Catastrophic Natural Events Impacting Timberlands

Timberland investments are inherently exposed to natural elements – weather, pests, fires and other extreme natural events.

Current

October 2020, Flash Report: Fire in The Forest Landscape

Over the past year, extensive global media coverage of wide-spread, cataclysmic wildfires in Australia (November 2019 – February 2020) and in the U.S. West (August 2020 – October 2020) have raised questions among timberland investors whether these fires are isolated, infrequent events or whether we are witnessing the emergence of a trend of rising fire risk for commercial forests.

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.

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