Investor Relations - Timber and Real Estate Performance slide image

Investor Relations - Timber and Real Estate Performance

$80 $70 $60 $50 $40 $30 $20 $10 - 500 Rayonier (starts in 000s / US$ per ton) 2,500 Housing Starts Are Key Driver of Sawtimber Pricing Annual Housing Starts vs. Real Pine Sawtimber Prices 2,000 1,500 1,000 500 . 1990 1991 1992 1993 1994 1995 Housing Starts 1996 1997 1998 1999 2000 2001 2002 2003 1.5mm starts = $46 sawtimber Pine Sawtimber 2004 2005 2006 2007 2008 2009 2010 Annual Housing Starts vs. Real Pine Sawtimber Prices – Regression Analysis - 750 1,000 1,250 1,500 2011 2012 2013 2014 2015 2016 2017 U.S. South sawtimber pricing has historically trended in line with residential construction: ~1.5 million starts = ~$46 sawtimber. Source: Timber Mart-South South-wide Average Sawtimber Prices. Note: Prices are adjusted for inflation and coverted to 2014 dollars based on the Producer Price Index (PPI). Investor Relations | May 2017 1,750 y = 0.0237x+ 10.305 R = 0.5852 2,000 42 2,250 $80 $70 $60 $50 $40 $30 $20 $10
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