Forest list archive: msg00082

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Rate of return in forestry



Dear listmembers,

According to a report by Le Vif/L'Express (January 5, 1996), a leading
Francophone information weekly, which was recently posted to the list by
Nelson Wong,

>even the best forests in the world only provide a 2-4%
>annual return on investment,

Here in New Zealand for radiata pine plantations, we expect to get at least
7% real pre-tax rate of return on plantation forest (usually radiata pine)
investments.  Carter Holt Harvey, the leading industrial forest land owner
uses 8% discount rate to value its forests (CHH Annual Report.  1995).  I'm
told that one of our other leading forestry companies uses 9% while still
another uses 7%.  I've seen private forestry investment scheme prospectuses
promoting potential returns 13.5%, although I believe that something less
than 10% is more realistic and conservative.  These returns do not include
any subsidization by government for the planting or tending.  They are also
all real (ie: not including inflation) and pre-tax.

I'd be surprised if similar pre-subsidization rates of return were not
being used or expected in Chile or other radiata-growing countries for
plantation investments.

I know that the US Forest Service uses a 4% discount rate and that the
question of what is the appropriate discount rate has plagued foresters
since the days of Martin Faustmann.

While I agree that 20% seems most unrealistic as a planning basis for a
forestry investment, I just wanted to point out that 2-4% is far worse than
we expect in New Zealand.  I'm also curious what rates of return are
expected elsewhere.  I'll be happy to summarize any information I receive
on this for a future posting to the list.

Ted

    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | Ted Bilek, Forestry Economics                     |
    | University of Canterbury, School of Forestry      |
    | Private Bag 4800, Christchurch, NEW ZEALAND       |
    |                                                   |
    | e-mail: e.bilek@fore.canterbury.ac.nz             |
    | phone: 64-3-364-2121   fax:  64-3-364-2124        |
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