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Podcast:
Aaron Martin (Principal Lawyer at NZIL) sits down with Duncan MacLeod, Head of Portfolio Management at Roger Dickie New Zealand, to explore forestry investment opportunities under the Active Investor Plus visa.
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Aaron Martin (Principal Lawyer at NZIL) is joined by Duncan MacLeod, Head of Portfolio Management at Roger Dickie New Zealand, to discuss the Emerald Timberland Impact Fund (An approved managed fund under Active Investor Plus Growth Category) and the fundamentals of timberland investment in New Zealand. Duncan shares his background in global timberland portfolio management and outlines how Roger Dickie New Zealand has built a strong reputation over more than 50 years managing timberland assets for both domestic and international investors.
The Active Investor Programme now includes two categories:
Each category allows for different types of eligible investments, giving applicants flexibility depending on their goals, risk profile, and investment preferences.
Emerald Timberland Impact Fund is an approved managed fund for the New Zealand Active Investor Plus Visa. This is a low risk real asset investment, with forests of different age classes being aggregated across multiple freehold properties throughout New Zealand. Returns are driven by biological growth, timber harvesting, and carbon income, providing a combination of steady capital growth and ongoing distributions. The asset class is largely uncorrelated with public markets and can act as a diversifier within a broader investment portfolio. RDNZ’s recent track record at deploying funds steadily for investors into this asset class is a testament to their deep networks and history in the business.
While forestry carries physical risks such as wind, fire, and disease, these are actively managed through diversification across regions, professional on-the-ground management, and insurance coverage. New Zealand’s temperate climate also reduces exposure to extreme environmental risks compared to other forestry regions globally.
A unique feature of forestry investment is its environmental contribution. Forests absorb carbon dioxide and store it within the trees and wood products, playing an important role in climate change mitigation. In addition to carbon sequestration, forestry supports biodiversity, waterway protection, and sustainable land use.
The investment approach also includes a commitment to restoring portions of land to native ecosystems, protecting sensitive areas and enhancing biodiversity. This creates a balance between commercial forestry operations and environmental stewardship, appealing to investors seeking both financial returns and positive environmental impact.
A big thank you to Duncan MacLeod from Roger Dickie New Zealand for sharing his insights.
The information provided in this podcast is general in nature and does not constitute financial advice. We recommend you engage with a qualified financial adviser.
