Rachel Kelly

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So far Rachel Kelly has created 20 blog entries.

FOMO: Have you missed the opportunity?

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) One of the common questions posed by investors is whether or not the recovery has been fully "baked into" the current underwriting of timberland acquisitions. Typically, the answers we provide are based on our direct participation in the markets. However, in "FOMO: Have you missed [...]

2019-07-11T10:44:43-04:00Jul, 2019|

A Timberland Investor’s Perspective on Forest Carbon

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) The threat of climate change is one of the most pressing issues facing the global community today – and investors are playing an important part in addressing global warming through both their investment activities and the environmental, social and governance (ESG) policies they are embracing.  [...]

2018-12-07T14:51:36-04:00Dec, 2018|

Trees and Toll Roads: Comparing Timberland and Infrastructure Investments in a Real Assets Portfolio

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.1Mb PDF) Infrastructure funds are raising tens of billions of dollars as investors seek to build out their real-asset allocations.  Institutions are attracted by the large investible universe, the diversity of opportunities, and the potential returns.  While we believe that each asset class has a specific role [...]

2018-12-18T11:30:31-04:00May, 2018|

When will Southern Sawlog Markets Recover?

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.2Mb PDF) Some timberland investors have expressed concern that softwood sawlog markets in the U.S. South, the largest investable timberland region in the world, have languished since the fallout of the U.S. housing market in 2007. This extended downturn in southern sawlog markets is important to investors [...]

2018-12-07T14:53:47-04:00Jan, 2018|

Why Invest in Timberland Now?

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.7Mb PDF) This white paper discusses TIR's strategic view of the macroeconomic factors that have challenged timberland investment since the “Great Recession.”  It also explains why the asset class has not recovered as quickly as other real assets and outlines the factors that suggest a more dramatic [...]

2018-12-07T14:54:11-04:00Nov, 2017|