Wonton Wealth: Insights into Commercial Real Estate Investing & Beyond
How to Invest in Timberland with John Brenard Part 2
In this episode, John Brenard shares insights into timberland investing, covering property sizes, valuation, timber types, and risk management, making it accessible for new investors. Takeaways Most land bought for timber is owned by families, not institutions. Timberland properties typically range from a few hundred to 2000 acres. Location and proximity to sawmills are critical for timber value. Timber types like southern yellow pine grow quickly and are highly valuable. Parcelization can significantly enhance land value and liquidity. Diversification across regions mitigates natural risks like wildfires. Timberland investments can yield 12-15% net returns with an opportunistic approach. Shorter fund durations (around 5 years) are possible with active management. Chapters 00:00 Introduction to Timberland Investment 01:54 John Brenard's Background and Entry into Timberland 03:52 Size and Valuation of Timberland Properties 07:06 Types of Timber and Growth Cycles 09:01 Deal Sourcing and Off-Market Opportunities 12:00 Due Diligence and Acquisition Process 14:08 Value Creation Strategies: Parcelization and Timber Sales 19:57 Market Drivers and Regional Growth 21:51 Risks and Risk Management in Timberland 25:57 Impact of Market Cycles and External Factors 29:51 Returns, Fund Structure, and Investor Opportunities 34:03 Tax Benefits and Exit Strategies 38:00 Common Misconceptions and Future Outlook 41:02 Final Thoughts and Contact Information John’s Links https://www.southviewtimber.com/about https://www.linkedin.com/in/johnbrenard/ Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ Want to learn more about CRE? investbeyondmultifamily.com/course Use Code for 10% off: tanhtruong Support My Channel Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5 Sats via Strike: https://strike.me/tanh Dollars via Paypal: https://www.paypal.com/paypalme/tanht Dollars via Venmo: https://account.venmo.com/u/tanh-truong Website: https://www.wontonwealth.com ✖️ X: http://www.x.com/tanhtruong IG: http://www.instagram.com/pro_tanh LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.
