How To Invest in Timberland with AcreTrader’s Carter Malloy & Mark Foley | #470
The Meb Faber Show - Better Investing
Investing in the Asset Allocation Portfolio
The Talmud portfolio, you know, thinking in terms of a third in each global equities fixed income and real assets to me is nearly impossible portfolio to beat buy and hold for investors. So I think both across farmland and timberland, we like the land parts, right? And you're exactly right. There's absolutely nothing wrong with some of those public vehicles out there. But they tend to be also very large operating entities and own lots of production capacity as an example. The other component is that's like why we like private ownership is because Reed Sand or ETFs,. one tend to be correlated and two tend to be more volatile.
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