Jim Cramer Points to Fed Rate Cuts as a Potential Catalyst for Weyerhaeuser

Group 1 - Weyerhaeuser Company is the largest private owner of timberlands in North America and has an optimistic long-term forecast for 2030 despite current challenges in the housing market [1] - The company's stock has declined nearly 18% in 2025, primarily due to its strong ties to the American housing market, which has been underperforming [1] - A recent 25 basis point rate cut by the Federal Reserve may lead to lower mortgage rates, potentially boosting Weyerhaeuser's stock performance [1] Group 2 - Weyerhaeuser manages sustainable timberlands and produces wood products, while also operating in real estate, energy, and resource solutions [2] - The Baron Real Estate Income Fund exited its position in Weyerhaeuser due to a weaker-than-expected residential housing market, which negatively impacted demand for lumber and wood products [2] - The company typically tracks lumber prices, and the current soft demand has adversely affected its business and stock performance [2]