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Added to YB: 2026-06-29

Pitch date: 2026-04-11

RYN [bullish]

Rayonier Inc.

Author Info

No bio for this author

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

$6.6B

Pitch Price

N/A

Price Target

N/A

Dividend

11.14%

EV/EBITDA

30.30

P/E

64.21

EV/Sales

11.85

Sector

Specialized REITs

Category

value

Show full summary:
The Davenport Small Cap Focus Fund New Position: Rayonier Inc.

RYN (new position): Timber REIT, 2nd largest US landowner (4M acres). Stock down on weak housing/lumber demand—housing recovery a free option. Trades ~$1,900/acre vs ~$3,000 private market; HBU real estate sales realize 5-15x uplift. Inflation hedge, 5% div yield while waiting.

Read full article (1 min)