More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like WY, RYN and WOR despite a challenging macroeconomic backdrop.

The dollar's dominance is quietly cracking, which will likely lead to a significant macro shift in the coming years. While I have bet heavily on several real asset sectors, they have all soared materially higher since I started investing in them. I detail two of the best opportunities remaining in the real asset space to benefit from the coming macro shift.

Aberdeen Group plc lowered its stake in shares of Weyerhaeuser Company (NYSE: WY) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 902,284 shares of the real estate investment trust's stock after selling 27,586 shares during the quarter. Aberdeen Group plc

Weyerhaeuser (WY), STAG Industrial (STAG), and Invitation Homes (INVH) are trading at steep discounts to the value of their underlying real estate assets. These high-quality, well-managed REITs are priced as if their entity value is negative, despite strong operational metrics and investment-grade balance sheets. Market mispricing is likely driven by interest rate sensitivity fears, while actual asset values have risen and REITs' balance sheets remain robust.

Allspring Global Investments Holdings LLC increased its stake in Weyerhaeuser Company (NYSE: WY) by 12.0% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,717,085 shares of the real estate investment trust's stock after purchasing an additional 1,254,057 shares

Congress Park Capital LLC acquired a new position in shares of Weyerhaeuser Company (NYSE: WY) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 28,250 shares of the real estate investment trust's stock, valued at approximately $669,000. A number of other

Webcast and conference call on May 1 at 7 a.m. PT (10 a.m.

O Keefe Stevens Advisory Inc. lowered its position in Weyerhaeuser Company (NYSE: WY) by 20.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 293,300 shares of the real estate investment trust's stock after selling 74,531 shares during the period. Weyerhaeuser

Cambria Investment Management L.P. purchased a new stake in shares of Weyerhaeuser Company (NYSE: WY) during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 51,009 shares of the real estate investment trust's stock, valued at approximately $1,265,000. Other hedge funds have

Weyerhaeuser Company (WY) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript