Timberlands Sector

Rayonier Sees Multiple Ways to Maximize Portfolio Value Post Merger

pconnors@reit.com — Wed, 12 Aug 2026 16:32:07 +0000

Rayonier Inc.’s (NYSE: RYN) merger with PotlatchDeltic in January wasn’t simply another industry transaction; it represented the culmination of years of consolidation and the creation of a company that management believes is increasingly able to unlock value beyond traditional timber harvesting.

Timberland REITs Face Some Headwinds But Opportunities Remain Compelling Longer Term

pconnors@reit.com — Tue, 18 Nov 2025 17:29:35 +0000

Analysts say large-scale timberland transactions point to healthy increases in per acre values.

REIT M&A Activity Signals Investor Comfort with Current Valuations: Green Street

sborchersen-keto@reit.com — Thu, 30 Oct 2025 13:16:52 +0000

Green Street’s Daniel Ismail says “clearly capital wants to be put back to work in real estate.”

Timberland REITs Face Construction Headwinds

Kyle Gustafson — Thu, 02 Oct 2025 18:37:44 +0000

Construction in general, and residential construction in particular, has slowed considerably due to tariffs on building materials and labor shortages and stoppages.

Weyerhaeuser Stays True to Original Mission While Finding New Ways to Grow

pconnors@reit.com — Wed, 14 May 2025 13:47:32 +0000

Forest management remains core, but the REIT is positioned to take full advantage of climate change solutions.

Lower Interest Rates May Fuel Demand for Housing and Timber

pconnors@reit.com — Thu, 03 Oct 2024 16:54:00 +0000

Timberland REITs specialize in owning timberlands, and through their taxable subsidiaries, harvesting and selling timber for lumber products.

Actively Managed Real Estate Fund Tracker: 2024Q2

Kyle Gustafson — Thu, 05 Sep 2024 13:39:21 +0000

In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.

Weyerhaeuser Sees Long Term Value Creation from Voluntary Carbon Market Participation

pconnors@reit.com — Mon, 12 Feb 2024 14:36:22 +0000

Timberland REIT’s Russell Hagen says focus is on creating highest quality credits.

Timberland REITs Benefiting from Stability of Underlying Assets, Multiple Value Drivers

pconnors@reit.com — Fri, 02 Feb 2024 15:06:24 +0000

Analysts say anticipated improvement in single-family residential sector should support performance this year.

Housing Starts Rebound Key to Timber REITs’ Success

pconnors@reit.com — Wed, 04 Oct 2023 15:55:41 +0000

Timberland REITs specialize in harvesting and selling timber for lumber products.