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Timber REITs and Equity Research

     Equity Research Technical Note: Comparative Analysis of Timber REIT Forest Harvesting Activities: Who Wins as the Housing Markets Return? Equity Research Technical Note: Comparative Analysis of Timber REIT Forest Harvesting Activities: Who Wins as the Housing Markets Return?
Product type:                PDF Document (Nine Pages)
Summary description:    As the US housing markets declined, the timberland-owning REITs deferred forest harvests and shifted harvest mix away from sawtimber towards pulpwood, where pricing and demand remained relatively stable.  This January 2011 technical note analyzes the potential future operational performance of timber REIT equities as housing recovers, with regard to the implications or opportunities from their deferral of forest harvests and shift of forest product mix.