Forestry is an investment that should represent a reasonable proportion of one’s wealth. It is not without risk, but it is uncorrelated with the financial markets, and its performance is built on the rhythm of nature and the interest that the land presents for French and foreign investors: it can reward patient savers. Its yield is modest, but in today’s low interest-rate environment, it remains an attractive investment, all the more so as it generates low-tax income. It’s a long-term, even intergenerational investment.
Optimize your personal and family tax situation: bearing in mind that taxation cannot be the only objective, and that these tax advantages have their counterparts.
Support the economic development of the wood industry and give your savings an environmental and social purpose: forests have many functions. They play an important economic role, a social role in the context of hunting and walking, and an ecological role, as they are home to a significant proportion of France’s biodiversity and capture 20% of the country’s greenhouse gas emissions.

This is a long-term investment, linked to the natural cycles of the forest. For example, it may take 40 to 70 years to harvest an entire coniferous forest. In addition, the cost of acquiring forests for the fund (transfer duties and notary fees), as with real estate, is high, and takes several years to be offset by the forest’s yield. Finally, the market for secondary sales is not always organized. It is therefore not a very liquid asset. The liquidity of shares is never guaranteed, and the sale price, which may not be known, may be lower than the initial investment. The longer the shares can be held, the less impact these constraints will have. We recommend a minimum holding period of 10 year.

It is modest. It varies between 1% and 3%, and is generally around 2% including any hunting rent. This is obviously an average. A Landes forest of maritime pines will generate a higher return than a forest of young hardwoods. What’s more, the value of the forest increases steadily with the growth of the stands, i.e. around 1% to 3% per annum, unless of course major felling takes place. For example, a single small oak forest will only be able to generate income from timber felling every 15/20 years. This may be interspersed with a few cuts of firewood or industrial timber, for example, when the forest is rehabilitated. Yields are therefore by nature irregular. If a Groupement Forestier acquires several forests of varying maturity and significant size, it will be able to smooth out these revenues: it is therefore essential to consider them over a long period. And in forestry, a long period means more than 10 years.

Convinced that sustainable development strategies are the most relevant in the long term in view of all the societal and environmental challenges facing companies, we have developed virtuous practices according to the nature of the investments we make. Discover our sustainable forest management charter:

Our funds aim to acquire a large number of plots of land, as evenly distributed as possible across France and Europe. By investing in one of France Valley’s solutions, you don’t choose the forest or the region in which you wish