Investing in timberland is seeing stronger liquidity activity

Investing in timberland is seeing stronger liquidity activity in private equity markets, with BlackRock and Brookfield increasing forestry holdings by 12% since January. Sector P/E ratios remain at a modest 14.6, suggesting undervaluation relative to broader asset classes. “It’s hospitable. It’s the infrastructure, it’s the education, it’s the taxes. They want business, they support it,” Dimon told the Dallas Morning News in 2023. “It’s conducive to helping everybody. That’s how you build a healthy, vibrant society. And so we’re urging them here not to become like Washington, D.C., which does almost everything it can to slow down the growth of companies.” The Pacesetter Playbook: An Executive’s Guide To Advancing Enterprise AI | Paid Program Investor sentiment surveys from JP Morgan show 62% of asset managers plan to increase their exposure to timberland in 2025, citing its defensive properties and positive correlation with climate-focused investment themes.