Weyerhaeuser: Hold These Irreplaceable Real Estate Assets

Company Overview - Weyerhaeuser is a real estate investment trust and one of the largest private owners of timberlands globally, holding over 10.5 million acres across the United States [1] Investment Strategy - The investment strategy focuses on long-term wealth building, emphasizing the reinvestment of growing dividends from well-managed organizations and balancing current income with sustainable growth [1] - The approach includes seeking opportunities with substantial margin of safety and a wide moat, as well as taking advantage of short-term market fears to acquire quality assets at fair prices [1] Asset Management - The company manages personal and family assets with a goal of compounding wealth over multiple generations, typically holding investments for 10 years or longer [1] - A general rule for asset location involves holding dividend growth stocks in taxable brokerage accounts while utilizing Roth IRAs for REIT and BDC investments [1]