On the show · · 25 minutes
The Overlooked Opportunity in Timberland: Playing the Long Game
0:0024:55
Most investors are chasing the next hot market—from AI and data centers to the latest high-growth opportunities.
But sometimes, the better opportunity is hiding somewhere few people are looking.
In this episode of Liftoff with Keith Newman, Keith sits down with John Brennard, Managing Director & Founder of Southview Timberland Investments, to explore the world of timberland investing and what makes it an intriguing alternative asset class.
John shares how his family's timberland investment in 2008 introduced him to the asset class, eventually leading him to build Southview around timberland and rural land investments across the U.S. Southeast.
The conversation goes beyond timberland, covering:
- How to find opportunity in overlooked markets
- Why disciplined underwriting matters
- The value of patient ownership and hands-on execution
- How timber harvesting and land development can create value
- Why understanding an investment is critical before entering private markets
- The importance of staying close to sales and making progress every day
As John puts it, there are no shortcuts in this game—and sometimes the best opportunities aren't the ones everyone is talking about.