Even with higher interest rates, the U.S. housing market remains significantly underbuilt. That structural shortfall is fueling ongoing demand for construction materials – particularly softwood lumber, a key input for framing homes.
Softwood lumber consumption is expected to rise, supported by suburban migration and new housing starts. For timberland investors, this demand trend offers multiple tailwinds:
Housing demand isn’t going away, and we believe timberland is well positioned to benefit.
If you’re an RIA looking to diversify client portfolios with real assets like timberland, let’s talk.