Rachel Kelly, Author at Timberland Investment Resources

Thinking Outside the House: How In-Shoring and Infrastructure Spending Can Benefit Timberland Investments

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (7MB PDF) While housing—specifically housing starts and the repair and remodeling sectors—has traditionally driven timber demand, other industries such as infrastructure development, domestic manufacturing, and wood-based commercial construction are expected to play an increasingly prominent role. In “Thinking Outside the House: How In-Shoring and Infrastructure Spending [...]

Rachel Kelly2024-12-18T16:30:39-05:00Dec 18, 2024|Research Library|

How the Incoming Trump Administration Policies Could Impact U.S. Timberland Investors
How the Incoming Trump Administration Policies Could Impact U.S. Timberland Investors

Commentary

How the Incoming Trump Administration Policies Could Impact U.S. Timberland Investors

An investor with timberland investments, or with plans to make timberland investments, may be wondering how the incoming Trump presidency will impact the asset class. The potential effects are numerous.

Rachel Kelly2024-12-16T16:38:01-05:00Dec 16, 2024|Commentary|

Timberland Investment Essentials: Fundamentals for Investment Professionals with Real Estate Backgrounds
Timberland Investment Essentials: Fundamentals for Investment Professionals with Real Estate Backgrounds

Research Library

Timberland Investment Essentials: Fundamentals for Investment Professionals with Real Estate Backgrounds

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2MB PDF) Over the past 40 years, the institutional timberland asset class has found its place in various parts of investors' asset allocations. Its inability to be easily categorized reflects its unique risk and return characteristics, which do not align neatly with any specific peer group. [...]

Rachel Kelly2024-11-07T11:15:43-05:00Nov 7, 2024|Research Library|

A Brighter Outlook for U.S. Housing Over the Next Decade: Four Demographic Trends Timberland Investors Should Consider
A Brighter Outlook for U.S. Housing Over the Next Decade: Four Demographic Trends Timberland Investors Should Consider

Research Library

A Brighter Outlook for U.S. Housing Over the Next Decade: Four Demographic Trends Timberland Investors Should Consider

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2MB PDF) In “A Brighter Outlook for U.S. Housing Over the Next Decade: Four Demographic Trends Timberland Investors Should Consider,” TIR’s Economist, Chung-Hong Fu, discusses four demographic trends that will drive demand for new home construction and wood-based building products, thus positively impacting timberland investors [...]

Rachel Kelly2024-08-05T17:46:09-04:00Aug 5, 2024|Research Library|

TIR Managing Director, Chung-Hong Fu, Joined Expert Panel at CFA Society of Denmark to Examine Impact of Rising Interest Rates on Market Dynamics and Asset Classes, including Timberland
TIR Managing Director, Chung-Hong Fu, Joined Expert Panel at CFA Society of Denmark to Examine Impact of Rising Interest Rates on Market Dynamics and Asset Classes, including Timberland

News Advisory

TIR Managing Director, Chung-Hong Fu, Joined Expert Panel at CFA Society of Denmark to Examine Impact of Rising Interest Rates on Market Dynamics and Asset Classes, including Timberland

“Despite rising interest rates last year, timberland values reached record highs due to other market forces,” TIR Managing Director, Economic Research and Analysis, Chung-Hong Fu, explained at the June 26, 2024, CFA Society.

Rachel Kelly2024-07-12T11:47:28-04:00Jul 12, 2024|News Advisory|

About Rachel Kelly