Our global timberland strategy seeks consistent, long-term risk-adjusted returns and regular income yields through a portfolio of high-quality timberland assets, selected with a focus on diversification through local access.
Key advantages
20+ years of experience Global leader in acquiring, managing and marketing timberland assets for over 20 years, with investments, end-use markets, species and operating strategies spanning across 7 geographies
Global platform with local presence Underpinned by centralized research, portfolio management and resource planning, our global platform provides access to off-market deals through a strong network of local and global relationships and maintains a flexible property management approach through a select group of highly skilled forest managers
Vertical integration Active management approach to reach target risk-adjusted returns, with investment capabilities that extend from property-level technical silvicultural experts through asset management and portfolio management
Sustainable value-added mindset Commitment to ESG integration, we analyze, verify and report on ESG practices throughout our investment lifecycle to help reduce risk and provide investors with opportunities to achieve climate targets through investments in timberland
To understand what is driving the relationship between timber and lumber prices we explore several factors: the historical correlation between the lumber and timber prices, the derived demand for timber, and the ratio of timber harvest and inventory as an indicator supply-demand balance in timber markets.
We provide the case for investing in timberland through five key principles, including the inherent carbon benefits of the asset class that further enhance the case.
1 Pensions & Investments, 05 Oct 2020. Rankings based on U.S. institutional tax-exempt assets under management as of 30 Jun 2020 reported by each responding asset manager. 2 As of 30 September 2021.
