Forisk Consulting

𝗪𝗵𝗮𝘁 𝗱𝗿𝗶𝘃𝗲𝘀 𝘁𝗶𝗺𝗯𝗲𝗿𝗹𝗮𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀?

For decades, investors have pointed to biological growth, timber prices, and land appreciation as the key drivers of timberland performance. But how has the relative importance of those factors changed over the past 30 years?

In this latest Forisk blog, we examine timberland returns from 1995–2025 and compare the drivers behind performance across different market environments. The analysis highlights how shifts in timber markets, land values, and biological growth have influenced returns—and what that may mean for investors going forward.

Read the full blog here:

forisk.com

𝗧𝗼𝗽 𝟮𝟬𝟮𝟱 𝗢𝗦𝗕 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 𝗶𝗻 𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 🪵

Forisk’s latest analysis of the OSB sector highlights the top producers shaping the North American market in 2025.

Key takeaways:
• Nine companies encompass the entire North American OSB sector
• U.S. producers account for 64% of total North American production
• West Fraser remains the largest OSB producer in both the U.S. and North America

The rankings are based on data from Forisk’s 𝘕𝘰𝘳𝘵𝘩 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘔𝘪𝘭𝘭 𝘊𝘢𝘱𝘢𝘤𝘪𝘵𝘺 𝘋𝘢𝘵𝘢𝘣𝘢𝘴𝘦, which tracks over 2,350 wood-using facilities across North America.

Read more here:

Top 2025 OSB Producers in North America - Forisk Nine North American companies encompass the entire OSB sector, manufacturing 26.5 BSF (3/8”) in 2025. Seven OSB firms operate in the United States.

𝗨.𝗦. 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗦𝘁𝗮𝗿𝘁𝘀 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: 𝗤𝟮 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲

Forisk published the Q2 edition of the 𝘍𝘰𝘳𝘪𝘴𝘬 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘘𝘶𝘢𝘳𝘵𝘦𝘳𝘭𝘺 today, which includes our updated U.S. housing starts outlook. Forisk’s latest outlook points to continued near-term pressure on U.S. housing activity as elevated mortgage rates and economic uncertainty weigh on new construction. Forisk projects a slight decline (1.5%) in housing starts in 2026 followed by a recovery to 1.37 million units in 2027.

Read the full update from Shawn Baker here:

U.S. Housing Starts Outlook, Q2 2026 Update - Forisk Forisk's Q2 2026 Housing Outlook anticipates little housing growth through 2027 and reviews Q1 housing activity relative to year-end actuals.

𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗧𝗶𝗺𝗯𝗲𝗿𝗹𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗶𝗻𝘁𝗼 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 🌲📊

How do you evaluate a timberland investment with confidence?

In this latest 𝘊𝘶𝘴𝘵𝘰𝘮 𝘔𝘢𝘳𝘬𝘦𝘵 𝘍𝘰𝘳𝘦𝘤𝘢𝘴𝘵 (𝘊𝘔𝘍) case study, Forisk worked with a client to break down local market dynamics—looking at timber supply, demand, and competitive pressures—to support real-world investment decisions.

Key takeaways:
• Customized market analysis (not one-size-fits-all)
• Clear view of growth-to-drain and long-term supply trends
• Scenario-based insights to test investment strategies

The result? Better-informed decisions backed by data—not assumptions.

Read the full case study here:

Forisk Custom Market Forecast Case Study - Timberland - Forisk The second post in a series of client case studies using Forisk's Custom Market Forecast.