seekingalpha.com · 4 jul

If I Had To Start Over, I Would Buy These 2 REITs First

These are the first REITs I would buy today. Near-term headwinds have created rare discounts. AI could turn today's laggards into future winners.

seekingalpha.com · 2 jul

Rayonier: After Recent Merger, The Bet Is On Synergies And Land Value Appreciation

Rayonier is rated a hold post-PotlatchDeltic merger, with favorable upside but muted market sentiment and integration risks. RYN's vast, geographically diverse timberland portfolio offers long-term land appreciation potential, yet revenue and EBITDA margin trends remain weak. Dividend yield approaches 5%, but safety is questionable with a high payout ratio and 60% YoY FFO decline; growth is not compelling.

seekingalpha.com · 28 jun

Rayonier: A Unique REIT Yielding 5% With 42% Upside

Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA.

businesswire.com · 25 jun

Rayonier Advanced Materials Completes Previously Announced Employment Inducement Award for President and Chief Executive Officer

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials Inc. (NYSE: RYAM) today announced the completion of the grant of the employment enducement award to Daniel M. Krawczyk, President and Chief Executive Officer, as previously disclosed in the Company's current report on Form 8-K filed with the Securities and Exchange Commission (the "Commission") on June 22, 2026. Mr. Krawczyk was awarded 202,184 leveraged performance units (“LPUs”), at target, effective June 23, 2026, with the actu.

businesswire.com · 22 jun

Rayonier Advanced Materials Announces the Appointment of Daniel M. Krawczyk as Chief Executive Officer; Company Continues Comprehensive Review of Strategic Alternatives

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Rayonier Advanced Materials (NYSE: RYAM) announced today that the Board of Directors has appointed Daniel M. Krawczyk as Chief Executive Officer and President, effective immediately. He will also join the Company's Board of Directors. Mr. Krawczyk will be responsible for leading RYAM's operations and business activities while working closely with the Board and its external advisors as part of RYAM's exploration of strategic alternatives to maximize sharehold.

prnewswire.com · 17 jun

MILL POND CAPITAL URGES SALE OF RAYONIER ADVANCED MATERIALS

Demand Follows Rejection by Board of 100% Premium Acquisition Offer Company is Plagued by its Capital Structure, Overhead Burden, Rotating Management,  and Misaligned Board Sale of the Company is Best Path Forward to Unlock Significant Asset Value BOSTON, June 17, 2026 /PRNewswire/ -- Mill Pond Capital, LLC, which owns approximately 3% of the outstanding common shares of Rayonier Advanced Materials Inc. (NYSE: RYAM) ("RYAM" or the "Company"), today sent a letter to the Company's Board of Directors (the "Board") urging the Board to conduct a full sale of RYAM.   The full text of the letter follows: June 17, 2026 Ms.

seekingalpha.com · 3 jun

Rayonier Inc. (RYN) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Rayonier Inc. (RYN) Presents at Nareit REITweek: 2026 Investor Conference Transcript

seekingalpha.com · 1 jun

Undercovered Dozen: Aeluma, Agnico Eagle, Ciena, Rayonier And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha between May 22 and May 28. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.