Harvest the Opportunity in Forestry

Featuring Peter C. Mertz

Peter Mertz details the opportunity in timber and as the CEO and CIO of Global Forest Partners, with over 35 years’ experience in forest management and investment, he breaks down the business of investing in growing trees and related manufacturing activities. Understand the outlook for returns and potential for productivity improvements in the forest, alongside the state of the market for carbon credits. Filmed on April 12, 2017, in New York.

Published on
8 May, 2017
Topic
Fixed Investments, Investment Framework, Food agriculture
Duration
72 minutes
Asset class
Bonds/Rates/Credit, Equities, Commodities
Rating
11

Comments

  • FL

    Frank L.

    18 5 2017 16:25

    2       0

    Way ahead of most professionals in the Forest business. Very insightful !

  • S

    Sean .

    11 5 2017 18:58

    1       0

    Really interesting! I've been interested in investing in forestry for a while. It is a renewing asset that is always in demand. Anyway, outstanding interview!

  • SD

    Stephen D.

    11 5 2017 02:56

    4       0

    It's interesting how few thumbs up and comments there are on this incredibly detailed tour of the world of timber. What this guy doesn't know about timber isn't worth knowing. If this had been about Gold the numbers would have been very different. But given the RV crowd deeply distrust fiat money, it strikes me that trees are every bit as good as gold as a money substitute except in terms of liquidity and portability. Certainly better on yield, and unlike gold the trees organically gain value whilst we wait for the collapse.

  • SH

    Steve H.

    10 5 2017 23:49

    0       0

    Wow. He sounds just like Lacy Hunt.

  • CB

    C B.

    9 5 2017 15:03

    2       0

    Fascinating insights into this asset class. Anyone who is interested in an ancillary public investment to private timber should take a look at Rubicon, listed in NZ. They own 33% of a forestry biotech firm that sells seedlings to timber growers.

  • fT

    forecast T.

    8 5 2017 22:42

    1       0

    List of forest stock reits by invest snips

    http://investsnips.com/list-of-publicly-traded-timberland-real-estate-investment-trusts-reits/

  • MN

    Mark N.

    8 5 2017 20:11

    3       0

    Really interesting video. In-depth, but still leaves some areas unexplored so would definitely like a follow-up at some point in the future.

  • rr

    rlw r.

    8 5 2017 15:13

    4       0

    An excellent long-form interview with trremendous high value content
    thank you

  • RM

    Richard M.

    8 5 2017 14:41

    11       0

    Very enjoyable deep-dive into the timber arena. Really, really liked this. I have always stayed away from the MLP world as I'm just not sophisticated enough to want to deal with the tax implications of them but I know many investors who have spent the time learning about the tax advantages and really like them - this interview should be especially interesting to them. And timber REITs which are easier to understand but I just don't think they panned out like a lot of people thought they would. Thanks for a truly out-of-the-box interview on a not so commom investment vehicle!

  • GR

    Gregory R.

    8 5 2017 14:39

    7       0

    Wow! A brilliant dissection of payback analytics! His logical framework elucidates and quantifies a nebulous array of ‘known’ and ‘known unknown’ risks in a sensible manner. Thanks for a glimpse into the soul of an unusual long term horizon business.

  • AS

    Arun S.

    8 5 2017 10:37

    3       0

    Can we please have the transcript uploaded soon?