Added to YB: 2026-04-10
Pitch date: 2026-04-08
RYN [bullish]
Rayonier Inc.
+1.09%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Rayonier Inc. is a land resources real estate investment trust (REIT) with a portfolio comprising over four million acres in the U.
Market Cap
$6.4B
Pitch Price
$21.12
Price Target
N/A
Dividend
11.71%
EV/EBITDA
33.43
P/E
48.34
EV/Sales
13.80
Sector
Specialized REITs
Category
value
Palm Valley Capital Management Q1 2026 new position - Rayonier (RYN)
RYN (new position): 2nd largest US timberland REIT, owns 4.1M acres + 6 sawmills post-PotlatchDeltic merger (Jan 2026). Cash flow from timber harvesting, land sales, carbon capture & solar leases. Trading at discount to timberland NAV. Mgmt selling HBU land above traditional valuations, buying back stock. Inflation hedge w/ asset-heavy biz below estimated value.
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