Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.6Mb PDF) Real assets have traditionally attracted investors because of their capacity to generate cash yields, like bonds, as well as their ability to generate long-term capital gains, like stocks. Within the real asset category of alternative investments, timberland often competes with farmland, real estate and infrastructure-focused [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.2mb PDF) Timberland and farmland are among the real asset categories that have garnered significant attention from investors. What makes an institutional investor choose farmland, timberland, or both? Given their similarities and key investment attributes, it can be challenging for an investor to decide which best [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.1mb PDF) In “A Look at the New NCREIF Timberland Fund and Separate Account Index (TFSAI)”, Chung-Hong Fu, TIR’s Director of Economic Research, provides insight on the new data that is now available to investors with the release of the NCREIF TFSAI Index. Until now, the [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.1mb PDF) As global interest in renewable energy grows, a string of new investments have been made in recent years in power and biofuel plants and wood pellet mills that require large quantities of wood fiber. For timberland investors, this emerging market for woody fuel stocks [...]
Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.7mb PDF) It happens at different stages but at some point investors realize that the timberland asset class is not as simple as they initially imagined when they started their research. Much of the complexity comes from the inherent heterogeneity of the properties that are acquired [...]
