Investors are buying up vast tracts of timberland across U.S. in one of market's longest-term bets

Institutions have been buying timberland at the rate of one million acres a year, according to Bank of America. But lumber prices have been on the decline and profiting from timber can take many years, current owners warn.

CNBC • Oct 17, 2026

My Two Highest Conviction Investments That I Am Buying Aggressively

Midstream has been a big winner for me over the past 11 months since I made it my highest conviction pick. I have recently shifted where I am deploying most of my incremental capital. I detail my two favorite places to deploy capital right now.

Seeking Alpha • Sep 9, 2026

Buying The WOOD ETF On Weakness Throughout The Rest Of 2026

I reiterate my Buy rating on the iShares Global Timber & Forestry ETF, favoring accumulation on price weakness. WOOD offers a 2.32% yield, covers its 0.40% expense ratio, and provides exposure to lumber prices with better liquidity than lumber futures. Technical support at $63.78 remains intact. A break below this level would prompt a reassessment of the bullish thesis.

Seeking Alpha • Aug 25, 2026

Lumber Prices Surge Despite Housing Slump

Plus: The U.S. is banning exports of lithium ion battery and tungsten waste

WSJ • Aug 6, 2026

Home-Building Is Sputtering, but Lumber Prices Haven't Been So High in Years

Steep duties on Canadian lumber, wildfires and sawmill closures have cut supply and pushed up prices.

WSJ • Aug 5, 2026

Living In a Materials ETF World: Broad & Targeted Exposure

Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector.

ETF Trends • Jul 24, 2026

2 Of The Most Undervalued Real Assets For The Coming Macro Shift

The dollar's dominance is quietly cracking, which will likely lead to a significant macro shift in the coming years. While I have bet heavily on several real asset sectors, they have all soared materially higher since I started investing in them. I detail two of the best opportunities remaining in the real asset space to benefit from the coming macro shift.

Seeking Alpha • Apr 7, 2026

WOOD: Outperformance Unlikely Due To Structural Weakness In Timber Industry

iShares Global Timber & Forestry ETF (WOOD) has underperformed, with a 12% loss versus a 29% S&P 500 gain over two years. Ongoing structural weaknesses in the timber industry and a lack of historical compounding make WOOD unattractive versus broad market benchmarks. Within WOOD's holdings there is a degree of dilution of pure timber exposure, with significant allocations to packaging and materials sectors beyond forestry.

Seeking Alpha • Apr 3, 2026

Is This the Worst-Performing Global ETF?

It's not the worst performer among global ETFs, but it's been a disappointment this year. Ties to the residential real estate market have been problematic for this fund.

The Motley Fool • Dec 15, 2025

US sawmills warn of accelerating closures as tariffs, weak demand squeeze industry

U.S. sawmills say tariffs, shrinking export markets and competition from cheaper wood alternatives are driving a surge in closures that threatens the hardwood industry.

Fox Business • Dec 4, 2025