From housing shortages to net-zero targets, the world’s structural challenges are aligning with timber’s strengths – and LPs are starting to price that in.
As wildfires and extreme weather escalate, investors are under increasing pressure to allocate more capital to climate resilience and risk sidelining the longer-term goal of reducing emissions.
The merger of Rayonier and PotlatchDeltic and the sale of Greif’s land to Molpus and APG show that public REITs and private managers are rethinking where value lies.
Climate Fund Managers’ $1.06bn final close for Climate Investor II is a win for climate finance in frontier markets. It’s also a reminder that standardization remains elusive.
Australia’s Agriculture and Land Sector Plan outlines major opportunities in carbon, biodiversity and clean fuel, but investors lack the clarity that has driven capital into other sectors like renewable energy.
With Nuveen, Proterra, Manulife and WisdomTree working to expand access, the interplay between public and private strategies is setting the future direction of the asset class.
Debt-for-nature swaps surged in 2023, but have slowed sharply since. The reason lies less with sovereign appetite than with the availability of political risk insurance.
Almonds today, carbon tomorrow: defining farmland's 'highest and best use' means keeping pace with markets, investor priorities and public debate.
Timberland’s growing appeal among institutional investors is encouraging an active style of land management that more directly shapes the public’s interaction with forests.
Cushon’s carbon price plan and Nest’s billion-dollar forestry mandates show the UK DC market is serious about the asset class. GPs capable of providing flexible entry points and diversified exposure are best placed to capture their commitments.