Rob Mynatt on LinkedIn: Not to mention the lower cost of entry than other asset classes. When you… (2024)

At the highest-level, timberland investment encompasses the ownership of forestland and trees on it. The growth in the asset class is not surprising given its favorable characteristics – good real returns, low volatility, and best of all, low or negative correlation with most other assets, both financial and real.Key Takeaways: ▪️ Historical returns have averaged 10.9% annually over 37 years.▪️ Timberland returns are derived from a combination of income (yield) and capital gains (appreciation).▪️ Capital gains arise from the steady biological growth of the trees and from the changes in the value of the timber and the underlying land.▪️ Biological growth accounts for over 60% of the total return.▪️ This biological growth leads to timberland having low correlations to other investment classes.Read more about timberland investment here: https://hubs.la/Q02DVyXg0

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30 Years View: Timberland Returns vs. Public Markets (1991-2021A timberland investment refers to acquiring and managing a forest as an asset to generate a financial return.#timberland is an attractive long-term investment that can offer capital appreciation, income, and favorable diversification that is negatively correlated with traditional asset classes.Investors with an allocation to timberland benefit from less volatility and anuncorrelated return strategy to offset losses from other asset classes. Timberland has also proven, over the past 50 years, to be highly correlated with inflation and thereby can play a critical role in portfolios as an inflation hedge.On top, Timberland meets a growing desire amongst investors for their portfolio assets to act as natural climate solutions.Timberland is a real asset and every investment will purchase assets that are productive, fixed, and necessary.But: Direct investment and access to timberland is difficult for most investors. Rising interest rates and inflation can result in increased volatility and lower returns or even declines in the value of investment portfolios. Unlike other timberland investment managers that rely solely on timber returns, Southview Timberland Investments optimizes gains from both timber and non-timber components including agricultural leases, hunting & recreation leases, harvesting pine straw, and more. This investment strategy is therefore in direct contrast to the opaque world of digital assets and complex financial products.We're excited that John Brenard, Managing Director & Founder at Southview Timberland Investments will speak about timber investments at Episode 13 of the Opalesque Small Managers - BIG ALPHA webinar series on January 16th 11 am ET (4pm GMT, 5pm CET, 7pm Riyad, 8pm Dubai): https://bit.ly/49bAFel. Other speakers include Savin Investment Partners' Bas Emmerig and Strix Leviathan's Nico Cordeiro.Southview Timberland Investments is focused on the acquisition, sustainable management, and disposition of investment grade timberland properties on behalf of its investors and partners in the Southeast United States. The U.S. South is the largest softwood lumber-producing region on the continent, with one-third of the sawmill capacity. Mills have closed in Western Canada and the region lost over 2 billion board feet of softwood lumber capacity in the last two years. The U.S. South continues to capture market share as Canadian imports' trend lower.Source: Bloomberg Finance L.P., NCREIF, JPMAM. Indexes: S&P 500, NCREIF Timberland Index, NA REIT Index, BB US Aggregate Bond Index and S&P GSCI Commodity Index. #smallmanagersbigalpha #familyoffice #institutionalinvestors

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Growth in carbon markets offers a potential additional revenue stream for sustainably managed assets. Discover the new options for timberland investors. https://bit.ly/3Kl13am#CarbonMarkets #NaturalCapital #SustainableInvesting

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The context of investing in timberland has changed in recent years. Investors reviewing their portfolios with the intention of rebalancing to hedge against inflation risk and market risk are simultaneously considering an exposure to nature-based assets such as timberland as part of their diversification strategies. For long-term investors, an allocation to timberland can expand a portfolio’s efficient frontier and reduce volatility. Beyond portfolio-level strategic considerations, investors are increasingly looking to build on core timberland returns through non-timber, value-add opportunities, with the potential to deliver excess return without markedly altering the risk profile.

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The context of investing in timberland has changed in recent years. Investors reviewing their portfolios with the intention of rebalancing to hedge against inflation risk and market risk are simultaneously considering an exposure to nature-based assets such as timberland as part of their diversification strategies. For long-term investors, an allocation to timberland can expand a portfolio’s efficient frontier and reduce volatility. Beyond portfolio-level strategic considerations, investors are increasingly looking to build on core timberland returns through non-timber, value-add opportunities, with the potential to deliver excess return without markedly altering the risk profile.

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Never > Forever //It's beyond time for every single company using PFAS to stop. Although our species, and the millions that we depend on are skating on perilously thin ice, business teams need more courage and insight to do what's right for today and future generations and stop putting off decisions that get more expensive with every day of delay.Luckily for many of those businesses, Do Good Faster have created an opportunity STORM of self-funded transformation for regenerative manufacturing that builds resilience and choice. Working with Broniec Associates, Inc., specialists find ££ / $$ that businesses didn't know they'd lost and use some of the money they find to do things that they didn't know were possible. At times of great winds, some businesses build bunkers; others build windmills. We're seeking leaders who want to build mills for change to join us on a quest for mighty change.Andy Boyd Alan Hillier Taylor Busby Jenny Boyd Frank Broniec Krystina Trzaskowski Charles Ross Emma Burlow Adam Vaughan Mark Neale

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💡 Outdoor Brands & Their Better Business Commitments 💡Mountain Equipment- A British outdoor goods manufacturer, founded in 1961 in Manchester and with a commendable focus on both the planet & people already. What we like:✔ Utilisation of GRI standards for their carbon reporting.✔ 52:48 percentage split between male & female employees. ✔ Have placed GHG emissions, materials, governance & policies among their highest priorities as a business. ✔ Aggressive reduction targets set for 2030.✔ Focuses on sustainable sourcing, increased use of recycled materials and transitioning to a circular model with the down cycle Initiative. ✔ Transition to cardboard and paper packaging for orders well under way. ✔ Have strong relationships with partners and charitable causes such as The John Muir Trust, Fair Wear Foundation & Plas y Brenin. What could be better:⏫ Visibility of gender split across leadership positions in the business. ⏫ Clearly visible steps to achieving their ambitious reduction targets. ⏫ Perspective on how the business will work with their supply chain to reduce emissions further, scope 3 is the biggest challenge for businesses.⏫ Better visibility of how the business are supporting their partners and charitable causes and the impact that is having. ⏫ Published data on emissions from brand ambassadors & expeditions Mountain Equipment supports. ⏫ Some coverage around HQ energy consumption and transitioning to net-zero building infrastructure. Mountain Equipmenthave made some steadfast progress towards a more sustainable future already and it's refreshing to see a British grass roots business leading by example, kudos to Hamish Dunn & Dr Philippa Hill. Who's next? #betterbusiness#outdoorindustry#retail#climatechange#pinnacle---------------------------------------------------------------------------------If you own an outdoor business, no matter the size, we want to talk Better Business to you! Drop us a line:🌐www.pinnacle.earth📧tom@pinnacle.earth

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🌎 Saving Money and the Planet, One Stitch at a Time! 🧵In our consumer-driven society, it's all too common to replace broken or worn-out clothing with brand-new items. But what if I told you there's a better way to handle this? 💡Instead of tossing out your favorite pieces, why not consider fixing them? 🛠️ Not only will this save you money, but it's also a fantastic way to reduce waste and contribute to a more sustainable future.I'm delighted to see France taking a step in the right direction by encouraging clothing repairs and alterations. ♻️ This approach aligns perfectly with our shared responsibility to protect the environment and create a more mindful and resourceful society. 👏I hope this idea spreads far and wide, and that we can all follow suit in the US and beyond. Let's embrace the value of mending and preserving our clothing, one stitch at a time! Together, we can make a significant impact and promote a circular economy that benefits us and our planet. 🌍https://lnkd.in/eUyj8ufY

What is Biopuff? What is bulrush? Where have I been?Saltyco’s BioPuff is created by cultivating plants using regenerative wetland agriculture. Based in Salford, northwest England, Saltyco is aiming to transform bulrush, a tall reedlike water plant with a dark brownvelvetycylindricalhead of numerous tiny flowers, into an eco-friendly alternative to goose down and synthetic fibres that line puffer jackets, while cutting emissions and boosting the productivity of rewetted peatland.A winner of theH&M Foundation‘s Global Change Award 2022.Regenerative fashion. New vocabulary, new era.https://lnkd.in/d6pzS8xm

Today, on the 10-year anniversary ofThesus, we are providing our biggest contribution to the industry yet.In an effort to#accelerate our collective impact, we are giving away our IP. And urging the industry to use it.Patagonia REI and others, as values-aligned industry leaders who have been pioneers in open-sourcing your innovations, we ask you to take our IP and use it. We challenge you to #amplifyand#accelerateour impact. Make it an industry norm, not an exception. You have the scale, reach, and means to do it. We are acutely aware that as a small and niche brand (in the torrents of the most volatile retail climate in our time ) we can’t do this alone. As an industry, we have to propel these ideals forward. This can only happen if we use our imaginations and do it together.We know this will not be a quick fix. It is not supposed to be. It is about taking a stand for a long-term vision, and doing what is in our power to achieve it. It does not bring back the millions of acres of lost forests, or swaths of biodiversity going extinct by the day. This does not halt the suffering and destruction ever present around us. But what it does try to do is forge a collective path forward, recognizing just how much our economies, and the consumption of simple everyday products, can play a vital role in maintaining, and creating, the global and fragile interconnected ecosystems within which we live.As we head into the next 10 years for Thesus, we are committed to continuing to use our platform for learning, building, inspiring, and educating, toward co-creating a future that is more#connected,#inclusive,and#regenerative. One that is more understanding of our#planetaryboundaries, and of ourselves, every one of us, as#nature.Sofi and Nick#sustainablefashion #outdoorindustry #systemschange #regenerative #thesusopensourcedhttps://lnkd.in/eURQC5aG

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