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I have high conviction in real assets right now. I detail why I believe that quality real asset investments will be worth materially more over time. I also share two of my highest conviction real asset investments of the moment.
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) announced today the appointment of Ryan Daniels as Senior Vice President, Wood Products, effective immediately. Mr. Daniels has served as Interim Senior Vice President, Wood Products, since March 20, 2026. “Following the conclusion of our search process, I am pleased to announce Ryan's appointment to this key leadership role,” said Mark McHugh, President and Chief Executive Officer. “Ryan brings deep industry experience and a proven lea.
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) announced today that the Company's board of directors has declared a third quarter cash dividend of $0.26 per common share. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026. The Company also announced today that the Company's board of directors, in its capacity as the board of directors of the general partner of Rayonier, L.P., has declared a third quarter cash distribution of $0.26 per oper.
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) plans to release its second quarter 2026 earnings after the market closes on Wednesday, August 5, 2026. Rayonier will host a conference call and live audio webcast at 10:00 a.m. (ET) on Thursday, August 6 to discuss these results. Supplemental materials and access to the live audio webcast will be available at www.rayonier.com. A replay of the webcast will be archived on the Company's website and available shortly after the call. The co.
These are the first REITs I would buy today. Near-term headwinds have created rare discounts. AI could turn today's laggards into future winners.
Rayonier is rated a hold post-PotlatchDeltic merger, with favorable upside but muted market sentiment and integration risks. RYN's vast, geographically diverse timberland portfolio offers long-term land appreciation potential, yet revenue and EBITDA margin trends remain weak. Dividend yield approaches 5%, but safety is questionable with a high payout ratio and 60% YoY FFO decline; growth is not compelling.
Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA.
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials Inc. (NYSE: RYAM) today announced the completion of the grant of the employment enducement award to Daniel M. Krawczyk, President and Chief Executive Officer, as previously disclosed in the Company's current report on Form 8-K filed with the Securities and Exchange Commission (the "Commission") on June 22, 2026. Mr. Krawczyk was awarded 202,184 leveraged performance units (“LPUs”), at target, effective June 23, 2026, with the actu.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.