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Timberland REITs Offer Attractive Defensive, Offensive Blend: D.A. Davidson’s Kurt Yinger
D.A. Davidson's Kurt Yinger tells Nareit's REIT Report that timberland REITs may benefit from improving lumber-market supply conditions even if housing demand remains subdued. He presents the sector as combining asset resilience with potential recovery in wood-products earnings.
Yinger also discusses consolidation, noting that only two publicly traded timberland REITs remain. He argues that scale supports reinvestment and institutional investor interest, while environmental services and alternative land uses may create additional revenue. Those potential benefits are his sector outlook, not established future results.
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