Rayonier isn't just selling trees; they're managing a massive, living asset class that touches everything from real estate to carbon credits. While the world obsesses over cloud computing, Rayonier is monetizing the planet's largest carbon capture technology: the forest itself.

"In an era of digital disruption, Rayonier proves that physical assets, when managed with ruthless efficiency and data, remain the ultimate moat."

The company's 'undefined' traffic geography (78.5%) suggests a strong domestic US focus, likely due to the nature of their timberland assets which are predominantly in the Southeast and Pacific Northwest. However, the global rank of #1.3M indicates there is significant room for growth in digital footprint relative to their revenue size—a potential untapped channel for brand equity and real estate sales.

• **Physical Moat:** 2.4 million acres of timberlands creates a barrier to entry that tech startups cannot replicate.
• **Recession Resistance:** Timber is a hard asset that historically holds value during inflationary periods.
• **ESG Alpha:** Positioned to capitalize on carbon credit markets as corporations seek offsets.