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The Overlooked Opportunity in Timberland: Playing the Long Game

With John Brennard, managing Director and Founder of Southview Timberland Investments.

25 minutesHosted by Keith Newman

While most investors chase the next hot market, John Brennard looks where few others do. The founder of Southview Timberland Investments makes the case for timberland as an alternative asset class.

A family timberland investment in 2008 introduced him to the asset. He went on to build Southview around timberland and rural land across the U.S. Southeast.

In this episode

  • Finding opportunity in overlooked markets
  • Why disciplined underwriting matters
  • The value of patient ownership and hands-on execution
  • How timber harvesting and land development create value
  • Understanding an investment before entering private markets
  • Staying close to sales and making progress every day

Summary written from the episode’s show notes.

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