このエピソードについて
Discover how investing in mid-sized timberland assets can deliver reliable returns and diversify your portfolio. Join John Bernard, founder of Southview Timberland Investments, as he shares his journey from wealth management to timberland, explains the unique advantages of land investments, and offers insights into the booming Southeast US market.
In this episode:- John's background in wealth management and transition into timberland investing
- How timberland compares to stocks, bonds, and real estate in risk and return
- The multiple revenue streams from timberland, including timber harvesting, land sales, and leases
- Entry points into timberland investing through private funds versus REITs
- The strategic importance of location in timberland acquisitions, especially in the Southeast
- Future opportunities in timberland markets over the next five to ten years
- Ideal partners and investors for timberland funds, including high net worth individuals, advisors, and family offices
- Practical advice from John on wealth building, early investing, and living within your means
00:00 - Introduction to timberland investing with John Bernard
02:23 - John's career journey from wealth management to timberland
06:35 - Comparing timberland to stocks and bonds in terms of risk and volatility
09:24 - Ways investors can access timberland investments: REITs vs private funds
11:42 - The focus on Southeast US land and why location matters
14:46 - Opportunities in middle south Georgia, North Florida, and South Carolina
16:13 - Who are the ideal investors and partners?
19:00 - Rapid fire: John shares habits, regrets, and advice
23:05 - How to connect with John and learn more about Southview Timberland Investments
- Southview Timberland Investments
- Book: The Timberland Investment Gateways by David M. Staszkiewicz
- John Bernard LinkedIn
