Industrial Voices
Industrial Voices
Podcast Description
From rail yards to loading docks, Industrial Voices explores the systems and people that keep our economy moving. Hosted by Bradley Dunn, this podcast features deep conversations with the people who design, build, and operate the industrial backbone of America. Whether you're in manufacturing, logistics, or commercial real estate, you’ll leave each episode smarter—and more connected to the big picture.
Podcast Insights
Content Themes
The podcast covers essential topics such as rail logistics, economic tariffs, and sustainability initiatives, featuring episodes like 'Rail, Tariffs, and the Future of Freight' where insights on industrial site selection and effective logistics strategies are shared, while focusing on practical implications of rail transport for various stakeholders.
From rail yards to loading docks, Industrial Voices explores the systems and people that keep our economy moving. Hosted by Bradley Dunn, this podcast features deep conversations with the people who design, build, and operate the industrial backbone of America. Whether you’re in manufacturing, logistics, or commercial real estate, you’ll leave each episode smarter—and more connected to the big picture.
Ready to discuss your commercial real estate needs? Call me: 704-777-7003 LinkedIn: www.linkedin.com/in/bradley-dunn-42738863 Email: [email protected] Website: www.trinity-partners.com/people/bradley-dunn
Host Bradley Dunn sits down with Skeet Ponder, Director of Timberland Resource Valuation at Manulife Investment Management – Timberland & Agriculture, to demystify one of the most misunderstood asset classes in the world: timber.
Whether you’re a CRE professional, a logistics leader, or someone curious about how global institutions invest in land and natural resources, this episode delivers a masterclass on how timber works—from biological growth cycles to financial underwriting, risk management, carbon strategies, and global demand drivers.
Skeet brings a rare blend of forestry expertise, valuation experience, and institutional investment insight. He breaks down the fundamentals of timber markets, dispels common myths (including the truth about sustainability), and explains how Manulife manages one of the world’s largest timber portfolios.
This is Timber 101—what it is, how it works, why it matters, and how executives can begin thinking about timber as a strategic, long-duration investment.
Topics Covered (Short Version)
- Timber 101: How timberland works as an institutional asset class
- Returns & Valuation: What actually drives financial performance in timber
- Manulife’s Approach: How a global manager underwrites and manages timberland
- Sustainability Myths: Replanting, certifications, and the truth about “deforestation”
- Timber vs. CRE: How underwriting compares to industrial real estate
- Market Trends: Housing, packaging, carbon markets, and global demand shifts
Skeet Ponder Director, Timberland Resource Valuation Manulife Investment Management – Timberland & Agriculture
- Leads valuation, underwriting, and due diligence across Manulife’s global timberland portfolio
- Prior experience with WestRock (fiber procurement) and a Georgia-based family office focused on forestry & agriculture
- B.A. in Natural Resources (Sewanee), Master of Forest Resources (University of Georgia), MBA in Finance (Wake Forest University)
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