Housing Deficit Supports Timber Demand

November 4, 2025

The U.S. housing market is still underbuilt by ~4.7 million homes. At the same time, homeowner vacancy rates sit at their lowest level in decades.

We believe this significant lack of supply points to sustained demand for new construction and therefore continued support for timberland as a real asset (housing is the largest demand driver for timber in the U.S.).

We believe another desirable aspect of timberland investments is their low historical correlation to other asset classes. Afterall, trees continue to grow in volume and value regardless of trends in the equity or bond markets.

Cumulative Over/Under Building & Vacancy Rate of U.S. Homes

Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.

 

If you’re an RIA interested in how timberland can align with long-term housing demand, let’s connect.

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Categories: Real Assets, Timberland
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