No. of Recommendations: 6
Weyerhaeuser is a Timber REIT, whose price declined from $38.36 (June-12) to $20.8 (today). That is $13 Billion + decline on the market cap. Of course it is due to lumber price coming down. With 13.1 millon acre land and 6.5% yield, it looks like an opportunity. I just took the market cap nad debt and excluded everything else from the balances sheet and excluded all other operations, the land and the timber on those land seems to be valued roughly around $1700. I haven't done any due diligence, just a real quick 2 minutes look. I looked at this to see CTT price performance viz-a-viz other timer REIT. But that price looks cheap.
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