Content (37)
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White papers
What the global housing shortage (and recovery) means for natural capital investment
The world needs more housing, and the math behind that shortage is staggering. Across the U.S., Canada, Australia, the U.K. and the EU alone, an estimated 5.1 million new housing units per year are needed just to close the gap. For timberland investors, that demand tells a compelling story about where wood consumption is headed. Read the full paper to explore the connection between the global housing shortage and the long-term case for natural capital investment.
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White papers
Five reasons to consider an allocation to farmland
With markets still volatile and inflation never far from mind, investors are increasingly looking beyond traditional asset classes for stability and steady returns. Farmland has quietly delivered both for decades, offering income, capital appreciation, and inflation protection while holding steady through recessions. If you’ve been curious about what agricultural land could bring to a portfolio, the data might surprise you. Explore the full piece to see why farmland deserves a closer look.
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White papers
Unlocking nature-based solutions with mitigation banking
As ecological degradation increasingly affects economic systems, nature-based solutions are gaining attention as potential investment opportunities. Mitigation banking, a market-based framework for ecosystem restoration, offers investors a structured approach to participating in nature loss solutions. With nearly $4 billion in annual revenue and three decades of regulatory stability, U.S. ecosystem restoration markets may provide entry points for investors seeking portfolio diversification alongside environmental impact. Find out more.
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White papers
More demand, less land: Supply-demand fundamentals of farmland
Global agriculture is facing a tightening supply of farmland while populations and food demand continue to grow. With these trends expected to persist and even intensify through 2050, Nuveen Natural Capital explores the primary drivers of land loss and what this collision of scarcity and demand means for farmland values.
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White papers
Investing in nature-based solutions
Natural capital has evolved beyond traditional timberland and farmland. Today, nature-based solutions offer investors opportunities to address critical challenges – climate change, biodiversity loss, food security – while pursuing attractive returns and portfolio diversification. Discover the powerful tailwinds driving this asset class, three emerging investment strategies that balance financial and environmental goals, and how private capital can help close the nature financing gap.
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White papers
Key takeaways from COP30 for natural capital investors
As COP30 concluded in Brazil’s Amazon region, discussions reinforced the world’s commitment to coordinated climate action – and the essential role of private capital in achieving it. Nuveen Natural Capital’s Gwen Busby and colleagues were on the ground in São Paulo and Belém, observing emerging trends. Discover three key takeaways for investors focused on decarbonization, climate risk mitigation and sustainable land management.
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White papers
U.S. markets for ecosystem restoration: Enabling investment in nature-based solutions
Balancing the impacts of economic development with the conservation of natural resources is critical for ensuring continued economic security — particularly as over half of the world’s economy depends on nature.
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White papers
Tariffs on Canadian lumber could boost U.S. production
With tariffs on U.S. imports of Canadian goods looming, we analyze the potential impacts on lumber markets and possible benefits for regions with untapped production capacity.
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White papers
Timberland delivers another year of strong performance in 2024
We analyzed the performance of timberland investments against other major stock and bond markets between 2022-2024, our findings are below.
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White papers
Investing in Biodiversity
Markets to finance the protection, restoration and sustainable management of nature offer natural capital investors opportunities to improve biodiversity and generate a positive financial return.
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White papers
Transforming urbanization
Urbanization promises greater prosperity for an increasing share of the world’s population. And yet it historically is associated with widened income inequality and degrading the natural environment.
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White papers
Timberland’s expanding investable universe
Timberland earns a position in many institutional investors’ portfolios because of its portfolio-level benefits – a lack of correlation with capital markets, ability to hedge inflation, and steady income return. For some investors, portfolio decarbonization is an increasingly important portfolio benefit that also comes from an allocation to timberland.


