Real Assets
Farmland

The Price of Timber

Published on
September 22, 2022
Contributors
RFPnetworks favicon
RFPnetworks editorial
Engagement & analytics
Subscribe

Trends newsletter

Get our insights on what asset manager selectors are reading. Delivered weekly.
Request successful. You will receive confirmation shortly.
Oops! Something went wrong while submitting. Try again.

Timberland investors are used to predictable stable cashflows. But 2022 has introduced significant volatility into the asset class. Not surprisingly, driving this volatility on the supply side are heightened energy, fertiliser and transport costs. And as a recession takes hold, softening demand may further impact cash returns.

Nevertheless, timberland remains high on the agenda with specific institutional investors. The shift in portfolios towards sustainable products, and the long term structural trends of renewable energy and net zero portfolios are keeping the traffic on timber research papers inside RFPnetworks high.

Related Investment Trends

Farmland

Follow the asset managers and topics that are trending with manager selectors.
RFPnetworks Timberland Investment Research depicted by trees cut ready for transport.

The Price of Timber

Timberland Investing is no longer just about stable cashflows. Timberland is experiencing several exogenous shocks that is impacting prices. Some good.
Read post
RFPnetworks Timberland Investment Research depicted by trees cut ready for transport.

The Price of Timber

Timberland Investing is no longer just about stable cashflows. Timberland is experiencing several exogenous shocks that is impacting prices. Some good.
Read paper
Farmland and Timberland research on RFPnetworks depicted by a hundreds of tree trunks piled up for transportation.

Decarbonising Portfolios

Decarbonising portfolios, food security, inflation protection and income are key themes with institutional investors. Farmland ticks many of these boxes.
Read post
Farmland and Timberland research on RFPnetworks depicted by a hundreds of tree trunks piled up for transportation.

Decarbonising Portfolios

Decarbonising portfolios, food security, inflation protection and income are key themes with institutional investors. Farmland ticks many of these boxes.
Read paper
Farmland Timberland research on RFPnetworks depicted by sunny wheat field.

Inflation Protection Land Based Assets

Land Based Assets such as Farmland and Timberland by definition should have a high correlation with CPI. But sensitivities do differ across assets.
Read post
Farmland Timberland research on RFPnetworks depicted by sunny wheat field.

Inflation Protection Land Based Assets

Land Based Assets such as Farmland and Timberland by definition should have a high correlation with CPI. But sensitivities do differ across assets.
Read paper
Farmland research on RFPnetworks depicted by aerial view of crops being harvested

Agriculture Investing & Net Zero

Creating Net Zero Portfolios involves minimising CO2 per dollar invested. Agriculture, Farmland and Timberland represent popular Natural Capital Options
Read post
Farmland research on RFPnetworks depicted by aerial view of crops being harvested

Agriculture Investing & Net Zero

Creating Net Zero Portfolios involves minimising CO2 per dollar invested. Agriculture, Farmland and Timberland represent popular Natural Capital Options
Read paper

Are you an asset manager selector?

Access 40k+ professional investment research white papers