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We're at the halfway point of another newsworthy real estate earnings season with roughly 75 REITs reporting third quarter results. We discuss the highlights and major developments thus far. Consistent with the trends seen across the broader equity market, REIT earnings have generally...
The commodity space is the clear winner in 2021. This is especially true if you count Bitcoin as a commodity. But even if you don’t, the theme driving the headlines this year is all about inflation, supply chain constraints, and shortages of raw goods like oil, gas, copper, lumber, iro...
Dividend cuts often result in the biggest drops and CatchMark was no different. We examine the deal that led to this cut and where the valuation stands today. We tell you why we avoided this one and what might get us interested. For further details see: Timber! CatchMark...
Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs enter third-quarter earnings season as the second-best-performing asset class this year with total...
Homebuilders - which emerged as unexpected leaders early in the pandemic - dipped into "bear market territory" in early October as supply chain headwinds, soaring home prices, and rising rates spooked investors. Record-low supply levels and robust single-family housing deman...
Bank of America digs into the paper and packaging sector ahead of the earnings season. The firm lifts forecasts for containerboard and now assumes that $50 per ton is announced in the first portion of Q1 of 2022 and implemented in Q2. BofA recently increased paper price forecasts and lowered ...
RQI has been declining along with the rest of the REIT space. Despite these declines, real estate is still putting up some good performance this year. With the declines, RQI's discount has been widening and is becoming quite attractive. For further details see: RQI: Rece...
U.S. equity markets bounced back following the worst week since February as relief over a last-minute compromise to raise the debt ceiling offset disappointment over another weaker-than-expected employment report. After flirting with "correction territory" earlier in the week, the S&a...
Owning timberland in the southeastern U.S. may produce better results, if global warming dries out and burns up forests in the west and Canada. The majority of PotlatchDeltic acreage is located in southeastern states. Rising lumber prices have not yet been fully reflected in the s...
The AZEK® Company (NYSE: AZEK) and Weyerhaeuser Company (NYSE: WY) today announced an expansion of Weyerhaeuser’s product portfolio with AZEK Building Products, a wholly owned subsidiary of The AZEK Company. Weyerhaeuser plans to expand its full line product offering of low-...
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Weyerhaeuser Reports Second Quarter 2024 Results PR Newswire SEATTLE , July 25, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today reported its second quarter 2024 financial results . The company's earnings release and associated materials...
Weyerhaeuser Acquiring High-Quality Timberlands in Alabama PR Newswire Bolt-on additions will further enhance Southern Timberlands portfolio and expand footprint in attractive markets SEATTLE , July 25, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE:...
Weyerhaeuser to Invest $1 Million in Rural Washington Community PR Newswire Raymond, Wash. , named second community to receive multi-year investment through the company's THRIVE Program SEATTLE , July 16, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYS...