Andrew Boutwell

Investors increasingly understand the role sustainable forestry can play in the path to a net zero economy, argues Andrew Boutwell, Senior Managing Director and Head of Investment Management at Forest Investment Associates. Investors increasingly see forests as platforms for a broader set of value streams, for example ranging from carbon credits and conservation finance to renewable energy siting, mitigation banking, and participation in the growing bio-economy. As the pricing of natural capital becomes more sophisticated and land markets respond to climate adaptation needs, we believe diversified forest portfolios will be well-positioned to capture these uplift opportunities. This shift is driving renewed focus on land use optimisation through data, analytics, and active management. From converting marginal plantations to solar use, to improving productivity on high-quality soils, to conserving ecologically sensitive areas, diversified forest portfolios enable strategic flexibility. For investors, this means cash flow from timber alongside exposure to a growing set of land-based value drivers aligned with climate-smart use.