re: Ann: AAA RATED US BASED INSTITUTION COMMI...
Came across a chart from GMO the other day which shows it's 7-year asset class real return forecasts. "Managed timber" was it's third best forecast real return at 6% behind only US High Quality Equities and Emerging Market Equities. Might help explain the interest TFS is finding from the insto market if others are also thinking along these lines.