$123B institutional in timber
FarmlandLong
$123B institutional capital in timberland (Q2 2024)
Source: CIO
12K-strategies milestone reached
StrategyMulti
12000 strategies milestone reached - encyclopedia
Source: encyclopedia
7-8% historical returns
Natural CapitalLong
Natural capital funds 7-8% historical returns 13% top
Source: WEF
AcreTrader platform
FarmlandMulti
AcreTrader farmland investing platform
Source: encyclopedia
Adjudicated rights stronger
Water RightsMulti
Adjudicated water rights more secure
Source: encyclopedia
American Carbon Registry ACR
Carbon MarketsMulti
American Carbon Registry ACR
Source: UF
American Water Works AWK
Water RightsLong
American Water Works largest US water utility
Source: encyclopedia
Art Sotheby's Christie's
CollectiblesLong
Art - Sotheby's + Christie's auction houses
Source: encyclopedia
Base Carbon BCBN
Carbon MarketsLong
Base Carbon BCBN
Source: encyclopedia
BeZero Sylvera ratings
Carbon MarketsMulti
BeZero + Sylvera carbon credit ratings
Source: UF
Bezos Ambani holdings
FarmlandLong
Bezos Ambani also major farmland holders
Source: Echoes
Bill Gates largest US farmland
FarmlandLong
Bill Gates largest US farmland owner ~270K acres
Source: Echoes
Biodiversity credits
PESMulti
Biodiversity credits emerging market
Source: encyclopedia
Black Stone Minerals BSM
Mining RoyaltiesLong
Black Stone Minerals oil/gas royalty
Source: encyclopedia
Burgundy investment grade
Wine + SpiritsLong
Burgundy investment grade
Source: encyclopedia
Cadiz CDZI water California
Water RightsMulti
Cadiz Inc water rights California
Source: encyclopedia
California Cap & Trade
Carbon MarketsMulti
California Cap-and-Trade
Source: encyclopedia
California PCWS Pre-1914
Water RightsLong
California Pre-1914 water rights premium
Source: encyclopedia
California SGMA
Water RightsMulti
California SGMA Sustainable Groundwater Mgmt Act
Source: encyclopedia
California Water Service CWT
Water RightsLong
California Water Service utility
Source: encyclopedia
California priority dates
Water RightsMulti
California water rights priority dates
Source: encyclopedia
Campbell Global
TimberlandMulti
Campbell Global timberland mgr
Source: encyclopedia
Cap rates 3-5% row crop
FarmlandIncome
Row-crop cap rates 3-5% in 2025
Source: Farmonaut
Capital preservation theme
Natural CapitalLong
Capital preservation + inflation hedge + impact
Source: WEF
Carbon $16.4T market by 2034
Carbon MarketsLong
Global carbon credit market $16.4T by 2034
Source: Echoes
Carbon Streaming Corp
Carbon MarketsLong
Carbon Streaming streaming co (NETZ)
Source: CarbonCredits
Carbon credits secondary income
TimberlandLong
Defer harvest = carbon credit revenue
Source: LandYield
Climate Action Reserve CAR
Carbon MarketsMulti
Climate Action Reserve CAR
Source: encyclopedia
Colorado River compact
Water RightsMulti
Colorado River 1922 compact stress
Source: encyclopedia
Compliance markets EU ETS
Carbon MarketsMulti
Compliance markets EU ETS / California / RGGI
Source: encyclopedia
Conservation easements
ConservationMulti
Conservation easements - tax deduction + protect
Source: encyclopedia
Crop-share lease
FarmlandMulti
Crop-share lease - share commodity upside
Source: Farmonaut
Donate cons easement deduction
ConservationMulti
Donate cons easement = charitable deduction
Source: encyclopedia
EU ETS largest compliance
Carbon MarketsMulti
EU ETS largest compliance market
Source: encyclopedia
EU Nature Restoration Reg
Natural CapitalMulti
EU Nature Restoration Regulation
Source: WEF
En primeur Bordeaux
Wine + SpiritsLong
Bordeaux en primeur futures
Source: encyclopedia
FIW First Trust Water ETF
Water RightsLong
First Trust Water FIW
Source: encyclopedia
FPI Farmland Partners REIT
FarmlandLong
Farmland Partners FPI public REIT
Source: encyclopedia
FarmTogether platform
FarmlandMulti
FarmTogether crowdfunded farmland
Source: encyclopedia
Farmland 6x value 1940-2015
FarmlandLong
US farmland values 6x 1940-2015
Source: Echoes
Finite Carbon Wayne PA
TimberlandMulti
Finite Carbon - forest offsets developer
Source: UF
Fixed cash lease
FarmlandIncome
Fixed cash lease - tenant bears volatility
Source: Farmonaut
Forisk forestry analytics
TimberlandMulti
Forisk consulting forestry analytics
Source: encyclopedia
Franco-Nevada FNV
Mining RoyaltiesLong
Franco-Nevada largest precious-metals royalty
Source: encyclopedia
GRN iPath carbon ETN
Carbon MarketsLong
iPath Series B Carbon ETN
Source: encyclopedia
Gold Standard premium
Carbon MarketsMulti
Gold Standard premium quality VCM
Source: encyclopedia
Groundwater pumping
Water RightsMulti
Groundwater pumping rights
Source: encyclopedia
Hancock Timber Group
TimberlandMulti
Hancock Timber Group institutional
Source: encyclopedia
Improved Forest Management IFM
TimberlandLong
IFM standards for carbon offsets
Source: Congress
Inflation hedge
TimberlandLong
Timberland is inflation hedge
Source: CIO
Inflation positive correlation
FarmlandLong
Farmland positively correlates with inflation
Source: Farmonaut
KCCA California carbon
Carbon MarketsLong
KraneShares KCCA California carbon
Source: encyclopedia
KEUA EU carbon ETF
Carbon MarketsLong
KraneShares KEUA EU carbon
Source: encyclopedia
KraneShares KRBN ETF
Carbon MarketsLong
KraneShares KRBN global carbon ETF
Source: encyclopedia
LAND Gladstone Land
FarmlandLong
Gladstone Land LAND public REIT
Source: encyclopedia
Land trust qualifying
ConservationMulti
Qualified land trust to hold easement
Source: encyclopedia
Long-duration cash flows
TimberlandLong
Long-duration cash flows + carbon credits
Source: Farmonaut
Long-term 7-15 yr hold direct
FarmlandLong
Direct ownership 7-15y hold typical
Source: Farmonaut
Low correlation traditional
TimberlandLong
Low correlation to public markets
Source: CIO
Mineral rights farmland combo
Mining RoyaltiesLong
Mineral + farmland combo - dual revenue
Source: Farmonaut
Natural capital frontier
Natural CapitalLong
Natural capital next frontier of climate investing
Source: WEF
Nuveen 11% increase plan
FarmlandLong
11% allocators plan to increase farmland (Nuveen)
Source: CIO
Osisko Gold Royalties OR
Mining RoyaltiesLong
Osisko Gold Royalties
Source: encyclopedia
PHO Australia water rights
Water RightsMulti
Australia water rights market
Source: encyclopedia
PHO Invesco Water Resources ETF
Water RightsLong
Invesco Water Resources ETF PHO
Source: encyclopedia
PHO Pacific Holdings water
Water RightsMulti
Public water markets in Aus + Chile
Source: encyclopedia
PICO Holdings water
Water RightsMulti
PICO Holdings water rights
Source: encyclopedia
Payment for Ecosystem Services
PESMulti
PES - landowner paid for ecosystem services
Source: encyclopedia
Permanent crops 10-20 yr
FarmlandLong
Permanent crops 10-20+ yr hold
Source: Farmonaut
Potlatch PCH
TimberlandLong
Potlatch PCH public timber REIT
Source: encyclopedia
PowellRivers water rights
Water RightsMulti
Powell Rivers water mgr
Source: encyclopedia
Private funds 5-10y lockup
FarmlandLong
Private farmland funds 5-10y lock-up
Source: Farmonaut
RGGI Northeast US
Carbon MarketsMulti
RGGI Northeast US power sector
Source: encyclopedia
Rayonier RYN
TimberlandLong
Rayonier RYN public timber REIT
Source: encyclopedia
Riparian vs prior appropriation
Water RightsMulti
Riparian (East) vs prior appropriation (West)
Source: encyclopedia
Royal Gold RGLD
Mining RoyaltiesLong
Royal Gold royalty
Source: encyclopedia
Royalty model passive income
Mining RoyaltiesIncome
Royalty income passive after upfront
Source: Farmonaut
Sandstorm Gold SAND
Mining RoyaltiesLong
Sandstorm Gold royalty
Source: encyclopedia
Soil carbon credits regen ag
PESMulti
Soil carbon credits via regen ag
Source: WEF
Sports cards Topps Panini
CollectiblesLong
Sports cards investment market
Source: encyclopedia
Streaming separate from royalty
Mining RoyaltiesIncome
Streaming co buys metal at fixed cost
Source: encyclopedia
Syndicated easement reform 2022
ConservationShort
Syndicated easement abuse cracked down 2022
Source: encyclopedia
TIMO Timber Inv Mgmt Org
TimberlandMulti
TIMOs - private timberland funds
Source: encyclopedia
Texas oil + gas royalties
Mining RoyaltiesLong
Texas pastureland oil/gas royalties
Source: Farmonaut
Triple Flag TFPM
Mining RoyaltiesLong
Triple Flag Precious Metals
Source: encyclopedia
US LATAM AU NZ leading
Natural CapitalLong
US LATAM Australia NZ leading natural capital markets
Source: WEF
Verra VCS standard
Carbon MarketsMulti
Verra VCS - largest VCM standard
Source: encyclopedia
Vintage cars classic auction
CollectiblesLong
Classic + vintage cars investment
Source: encyclopedia
Viper Energy VNOM
Mining RoyaltiesLong
Viper Energy mineral interests Permian
Source: encyclopedia
Voluntary VCM market
Carbon MarketsMulti
Voluntary Carbon Market VCM
Source: encyclopedia
Watches Rolex Patek
CollectiblesLong
Watches as alt asset class
Source: encyclopedia
Water rights leasing
Water RightsIncome
Lease water rights for income
Source: encyclopedia
Watershed services payments
PESMulti
Watershed protection PES
Source: encyclopedia
WestRock + Sealed Air paper
TimberlandLong
WestRock + Sealed Air paper/packaging
Source: encyclopedia
Western US water markets
Water RightsLong
Western US scarce water rights markets
Source: encyclopedia
Weyerhaeuser WY largest
TimberlandLong
Weyerhaeuser largest US timberland owner
Source: UF
Weyerhaeuser carbon Maine
TimberlandLong
Weyerhaeuser sold Maine carbon offsets
Source: UF
Wheaton Precious WPM
Mining RoyaltiesLong
Wheaton Precious Metals streaming
Source: encyclopedia
Whisky barrels investment
Wine + SpiritsLong
Whisky cask investment
Source: encyclopedia
Wine investment Liv-ex 100
Wine + SpiritsLong
Liv-ex 100 fine wine index
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.