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Issue date: 
July 27th, 2010

The Last Tax Haven

Turning income into capital without taxation in this world is like trying to spin straw into gold, impossible unless you know Rumpelstiltskin.

Well as it turns out he and I are on quite friendly terms and it was he who introduced me to forestry investments.

Most governments are eager to support any activities that they regard as beneficial or that allow tax planning to continue if it delivers a public benefit.

Issue date: 
July 1, 2010

A brief TIMO backgrounder

In discussions with newcomers considering investments in timberland or the publicly traded timber REITs, I frequently find that there is substantial misunderstandings about what a TIMO is and what the TIMO role is in the investment community.
Issue date: 
June 21, 2010

US-South Timberland Transaction update

The pace of timberland transactions is still pretty slow but they are occurring (about 500,000 acres since my update last fall) and prices do not appear to have dropped below those of late last year. I think the 10% - 15% decline estimate (from the peak)  is still pretty solid.

Issue date: 
May 9, 2010

Sino-Forest Increases Investment in Greenheart Resources Strengthening foothold in South American tropical forest

TORONTO, May 9, 2010 /CNW/ - Sino-Forest Corporation ("Sino-Forest") (TSX: TRE), a leading commercial forest plantation operator in China, is pleased to announce that Sino-Capital Global Inc.

Issue date: 
4 May 2010

Forest Investors Grapple with Sustainability

Investor interest in forestry is building, driven by climate change concerns, shifting and growing markets for forestry products – and the good, old-fashioned portfolio diversification benefits of an asset class which weathered the financial crisis much better than most and which offers stable long-term returns. But, argue sustainable finance experts, barriers to monetizing the environmental attributes of the sector remain high – both retarding investment but also generating opportunities for early movers.

Issue date: 
Thu, 28/01/2010 - 14:06

Earth Capital Partners hires sustainable agriculture and forestry team

Earth Capital Partners, a private equity firm focused on renewable energy, has hired a sustainable agriculture and forestry investment team from IBIS Capital Management and EMP Global.

Is Timber an Overhyped Investment?

U.S. TIMBERLAND MAY BE ONE OF THE WORLD'S most overvalued asset classes.

Timberland transactions in the US 2009

Major timberland transactions have slowed considerably but some continue to close. I wrote an article for Forest Landowners Magazine (THE TREND IN TIMBERLAND PRICES) that was supposed to be published in October but the publishing date was postponed until late November so I thought I would do a little update on transactions to date for this year. From the list below, you can see that there are quite a few transactions but relatively few large ones.

Timberland Valuation and the global economic crises

The issue in today’s post concerns why the transaction price of timberland has shown little or no decline in value but the stock price of the publicly traded companies that own timberland has declined dramatically. I will also look at what I think is happening in the timberland market today and how I see the market for timberland investment. But first, let’s set the stage.


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by Dr. Radut