The Future of Timber

Investment with Harry Stevens

23 min · 29. okt. 2024
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Description

Harry Stevens from BSW shares with us his unique perspective within a vertically integrated company and why volume is still king over quality when it comes to investment. With the new UK government pledging 300,000 new homes a year, there is a significant opportunity for BSW ahead. In Scotland 90% of new homes are timber framed and it isn’t a huge leap to see England up it’s timber framed domestic construction from its current 10%. In conversation with Harry we explore the investment decisions at BSW and how these decisions are connected with the forest. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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Investment with David Edwards

With forests taking an average fifty years to grow the ongoing impacts of climate change are making forests significantly more vulnerable to biotic and abiotic pressures. The increasing potential for damage from fire, wind, pests, or disease is inescapable. At the mercy of such stressors, why then would anyone invest in forestry and why has it been such a lucrative asset class over the past three decades? To explore this question we spoke with David Edwards from Tilhill Forestry whose portfolio extends to 200,000 hectares of forest managed on behalf of investors and private clients. Though David acknowledges they deal mainly in the UK in upland spruce plantations he was keen to highlight that institutional and private investors in forests are primarily interested in their return on investment (ROI). In the UK this translates as spruce plantations that grow fast with relatively simple silviculture. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

29. okt. 202424 min