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Rayonier Inc. (RYN) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript

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Rayonier’s CEO Mark McHugh and CFO Wayne Wasechek presented at Citi’s 2026 Miami Global Property CEO Conference, highlighting the company’s post-merger strategy with PotlatchDeltic. The merger, framed as a “combination of equals,” expands Rayonier’s timberland portfolio to 4.1 million acres, creating a larger, more competitive entity in land-based solutions and higher-value uses (HBU). McHugh emphasized the deal’s strategic benefits, including enhanced operational scale, improved market positioning, and synergies unattainable independently by either company. The presentation referenced a pre-released investor deck, suggesting a focus on long-term value creation through diversified land assets and optimized resource management. Q&A followed, targeting institutional investors, with questions submitted via live platform, underscoring the event’s exclusive, client-driven format.
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Rayonier Inc. (RYN) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript

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SA Transcripts158.79K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Rayonier Inc. (RYN) Citi's Miami Global Property CEO Conference 2026 March 3, 2026 5:00 PM EST Company Participants Mark McHugh - President, CEO & DirectorWayne Wasechek - Executive VP & CFO Conference Call Participants Anthony Pettinari - Citigroup Inc., Research Division Presentation Anthony PettinariCitigroup Inc., Research Division Welcome to Citi's 2026 Global Property CEO Conference. I'm Anthony Pettinari with Citi Research, and we're very pleased to have with us Rayonier and CEO, Mark McHugh; and CFO, Wayne Wasechek. This session is for Citi clients, and disclosures have been made available at the corporate access desk. To ask a question, you can raise your hand or go liveqa.com and enter code GPC '26 to submit questions. Mark, I want to turn it over to you to introduce Rayonier, and we'll get into Q&A. Mark McHughPresident, CEO & Director Yes. Thanks, Anthony, and thank you to Citi for hosting us today. I'm going to start by providing a high-level overview of Rayonier for those that are less familiar with the story, including some highlights of our recent merger with PotlatchDeltic and then we'll make sure we leave plenty of time for Q&A. Just for reference, I'm going to be speaking to the presentation that was posted to our website on Monday, under the heading Featured Presentation. All right. So let's start on Page 4, which lays out the rationale for our recent merger of equals with PotlatchDeltic. And really, the key theme here is that we believe that this combination creates a stronger organization that will allow the combined company to realize benefits that either of us could have achieved independently. In terms of the strategic benefits, the deal significantly expands our Timberland portfolio, which now comprises about 4.1 million acres. It also enhances our platform to realize value from both Land-based Solutions as well as HBU

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Source: Seeking Alpha