U.S. South Historical Valuation Snapshot slide image

U.S. South Historical Valuation Snapshot

Productivity is a Key Driver of Timberland Value Rayonier U.S. South Pine Site Index 25 (feet) 80 15 75 Recently harvested stands Tons / Acre/ Year Harvest Volume Increases with Site Index (1) 6.0 5.0 4.0 3.0 2.0 1.0 Transition 70 to 75 over 25 years = 0.6% productivity CAGR Site Index 25 (feet) 70 70 65 65 99 70 75 80 85 99 Site Index 25 (feet) Product Mix Improves with Site Index (1) 100% 80% 60% 40% 60 60 20% 1993- 1996- 1999- 2001- 2005- 2008- 1995 1998 2001 2003 2007 2010 0% Planting Year 65 70 75 ■ Pine ST ■ Pine CNS 80 Pine PW ■ Hardwood 85 Higher site index properties generate greater harvest yields and a more valuable product mix. Improving site index by 5 feet over a 25-year harvest rotation implies ~0.6% annual productivity gain. (1) Rayonier Growth and yield predictions based on PMRC 1996 (Loblolly PMRC TR-1996-1 and Slash PMRC TR-1996-3) with FMRC Fastlob 3.0 Fertilizer response equations. Assumes mix of plantation/hardwood acreage and loblolly / slash species based on Rayonier portfolio averages. Investor Presentation | May 2023 31
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