Company Overview - Rayonier is the second-largest REIT specialized in timber, managing approximately 2.5 million acres of timberland in the United States and New Zealand [1] - 68% of Rayonier's Adjusted EBITDA is derived from timber operations, indicating a strong reliance on this segment for revenue generation [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the quality of insights provided [1] - The analyst has researched over 1000 companies, showcasing extensive industry knowledge and expertise [1] Investment Focus - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where they have researched hundreds of companies [1] - The preferred sectors for analysis include metals and mining, but the analyst is also comfortable covering consumer discretionary/staples, REITs, and utilities [1]
Rayonier: This Undervalued Timber REIT Is Planting Seeds For Future Gains