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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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4 views
Rayonier is a pure-play timber REIT that's currently rebalancing, selling New Zealand assets to focus on U.S. growth and unlock shareholder value. The company will have ~$1 billion in cash after the NZ transaction, enabling debt reduction, buybacks, and another special dividend, potentially yielding ~10% including the special payout this year. Strategic moves into real estate, solar, and carbon capture offer significant long-term growth, diversifying away from timber price volatility.
