1. Andrew J. Hartsell Research Forester – Forest Inventory & Analysis USDA Forest Service ahartsell@fs.fed.us (865) 862-2032 NATIONAL INDUSTRIAL FORESTLAND OWNER SURVEY

2. OUTLINE History Definitions Objectives Problems and Issues Output Q & A

3. HISTORY Early surveys of the nations private landowners began shortly after WWII Initial studies began in New England and the Lake States, then spread across the country The first National Woodland Owner Survey (NWOS) was conducted in late 70’s and was tied in to Forest Inventory and Analysis (FIA) field plots A follow up survey was performed in 1994 The 1994 NWOS ushered in a series of continuing surveys. Current NWOS survey collection is based on FIA inventory cycles. A complete set of data is obtained every 5-10 years. The implementation of the NWOS is ongoing and continually being modified

4. TRADITIONAL DEFINITIONS The NWOS focused on non-industrial private owners, primarily family forest owners Non-industrial private forest owners — Families and individuals who own forest land and corporations and other private groups that own forest land, but do not own and operate a primary wood-processing facility. This group is a subset of private forest owners. Family forest owners — Families, individuals, trusts, estates, family partnerships, and other unincorporated groups of individuals that own forest land. This group is a subset of non-industrial private forest owners.

5. TRADITIONAL DEFINITIONS The industrial forest landowners are the target of the NWOS expansion Industrial forestland owners —Corporations and other private groups that own forest land and own and operate primary wood-processing facilities. This group is a subset of private forest owners.

6. TRADITIONAL DEFINITIONS Butler, Brett J. 2008. Family Forest Owners of the United States, 2006. Gen. Tech. Rep. NRS-27. Newtown Square, PA: U.S. Department of Agriculture, Forest Service, Northern Research Station. 72 p.

7. NEW DEFINITION To modify industrial landowners to include Timberland Investment Organization (TIMO) Public Real Estate Investment Trust (REIT) Private Real Estate Investment Trust (REIT) Large Private Landowner Traditional Forest Industry Corporate

8. OBJECTIVES Define these landowners Be able to identify these landowners from FIA plot lists Develop an understand of the relationships / dynamics / motivators (drivers) for these landowners Create a questionnaire that these companies can fill out in an efficient manner that helps answer the issues and does not require confidential or sensitive information Develop a relationship with these owners Modify current NWOS procedures to collect and publish the data Publish results – using existing NWOS systems as a foundation

9. List of top owners & managers of timberland in the United States Firm/organization Type Area in U.S. - million acres - Plum CreekPublic REIT6.800 Weyerhaeuser Public REIT (ind. Before 2010)5.800 Forestland GroupTIMO3.400 Campbell GroupTIMO3.040 Hancock Timber Resource GroupTIMO2.948 Resource Management ServiceTIMO2.600 Forest Capital PartnersTIMO2.500 RayonierPublic REIT2.100 GMO Renewable ResourcesTIMO2.100 Forest Investment AssociatesTIMO2.000 Sierra Pacific IndustriesREIT (industrial)1.900 Molpus Woodlands Group (Woodland Resource Management Group)TIMO1.800 PotlachPublic REIT1.600 Wagner Forest ManagementTIMO1.400 J.D. IrvingPrivate REIT1.200 Region Morgan Keegan (RMK) Timberland GroupTIMO1.100 Seven Islands Land ManagementTIMO1.000 Timbervest LLCTIMO0.825 Prentiss & CarlisleTIMO0.800 MeadWestvaco Industrial 0.730 From Butler, et al. Journal of Forestry - October/November 2012

10. OBJECTIVES Define these landowners Be able to identify these landowners from FIA plot lists Develop an understanding of the relationships / dynamics / motivators (drivers) for these landowners Create a questionnaire that these companies can fill out in an efficient manner that helps answer the issues and does not require confidential or sensitive information Develop a relationship with these owners Modify current NWOS procedures to collect and compile the data Publish results – using existing NWOS systems as a foundation

11. SPECIFIC PROBLEMS Identify these landowners Defining relationships / dynamics / motivators (drivers)

12. SPECIFIC PROBLEMS Identify these landowners Defining relationships / dynamics / motivators (drivers) Do TIMOs act differently than REITs? Do companies behave differently based on size (acres)? Are long-term timber agreements important? Availability and location of primary wood using plants? International trade?

13. SPECIFIC PROBLEMS Identify these landowners Defining relationships / dynamics / motivators (drivers) Refining the questions, issues, and concerns

14. SPECIFIC PROBLEMS Identify these landowners Defining relationships / dynamics / motivators (drivers Refining the questions, issues, and concerns Where does this landowner own lands? Local, regional or national? Southeast, Pacific Northwest, Lake States?

15. SPECIFIC PROBLEMS Identify these landowners Defining relationships / dynamics / motivators (drivers) Refining the questions, issues, and concerns Where does this landowner own lands? What are the economic drivers for this landowner? Primarily from timber sales? What role do hunting & recreation leases play? Resale of forests to non-timber uses?

16. SPECIFIC PROBLEMS Refining the questions, issues, and concerns Where does this landowner own lands? What are the economic drivers for this landowner? What types of harvesting and silvicultural practices does this landowner perform? Clearcut, seedtree, or selection cutting? Do they replant or use natural regeneration? Natural seedlings &/or genetically improved stock? Prescribed fire? Use of herbicides, fertilizer and other chemicals? Harvest age, types of products, etc

17. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions, issues, and concerns Where does this landowner own lands? What are the economic drivers for this landowner? What types of harvesting and silvicultural practices does this landowner perform? Does this owner perform any community outreach or extension? Do they work with local landowners? Who performs their fire suppression? Who harvests their timber, plants seedlings, builds roads?

18. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions, issues, and concerns Where does this landowner own lands? What are the economic drivers for this landowner? What types of harvesting and silvicultural practices does this landowner perform? Does this owner perform any community outreach or extension? Does this owner produce certified timber products? If yes, which type? SFI, FSC, other?

19. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions, issues, and concerns Where does this landowner own lands? What are the economic drivers for this landowner? What types of harvesting and silvicultural practices does this landowner perform? Does this owner perform any community outreach or extension? Does this owner produce certified timber products? Does these owners have any concerns? Federal or State taxes? Local road ordinances? Global timber markets? Logistics or supply issues?

20. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions Determining an appropriate scale This pertains to both logistical and philosophical aspects of the survey. What is the best spatial scale to use? Does scale change with questions? Organizing survey and results based on large regions, such as traditional FIA regions will simplify the answering and processing of information, but may not yield usable results. County level data may be impossible to get and process

21. Historical FIA Survey Regions

22. Historical Eastern FIA Survey Units

23. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions Determining an appropriate scale What information these landowners can answer What is confidential or sensitive? What is easily obtainable? Timber management operations handled at local level

24. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions Determining an appropriate scale Determine which information these landowners can answer Identifying key personnel or groups within each organization to work with

25. SPECIFIC PROBLEMS Defining relationships / dynamics / motivators (drivers) Refining the questions Determining an appropriate scale Determine which information these landowners can answer Identifying key personnel or groups within each landowner organization to work with What are the best methods to publish results? Which publications? Web pages Online table generators

26. OUTPUT

27. OUTPUT Table 2. Area of timberland by ownership group, FIA region and state All Ownerships NIPF Industrial private Public Region and state AcresSE AcresSE AcresSE AcresSE ThousandsPercentThousandsPercentThousandsPercentThousandsPercent North Connecticut Delaware … South Rocky Mountain Pacific Coast United State total

28. OUTPUT Table 4. Area of industrial timberland by company structure, FIA region and state TIMO Public REIT Private REIT Large Private landowner Traditional forest industry Other corporate Other Region and state AcresSE AcresSE AcresSE AcresSE AcresSE AcresSE AcresSE North Connecticut Delaware … South Rocky Mountain Pacific Coast United State total

29. OUTPUT Table 10. Area of industrial timberlands by fire suppression agents North South Intermountain PNW - - - - - - - - - - - - - - - - - - - - - - - - - - acres - - - - - - - - - - - - - - - - - - - - - - - - - - - - Company crews State forestry agencies Local municipalities U.S. Forest Service Contracted private party None Don't know Other Total

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34. OUTPUT Participate In cost share programs Easements

35. QUESTIONS ? Andrew J. Hartsell Andrew J. Hartsell Research Forester – Forest Inventory & Analysis Research Forester – Forest Inventory & Analysis USDA Forest Service USDA Forest Service ahartsell@fs.fed.us ahartsell@fs.fed.us ahartsell@fs.fed.us (865) 862-2032 (865) 862-2032