Inflation is back in the headlines, with the US Iran conflict feeding higher petrol and consumer prices, fresh federal spending requests and rising geopolitical tension. For investors, that mix can quietly reshape which companies feel pressure and which ones hold up better when costs and uncertainty rise. This article looks at three stocks from a US Inflation Beneficiaries screener that appear closely exposed to these developments, and explains how the current backdrop of war spending, voter unease and questions over foreign policy could matter for their business profiles, risk, and potential resilience.

INDUS Realty Trust (INDT)

Overview: INDUS Realty Trust is an industrial and logistics focused real estate company that develops, acquires, manages and leases warehouse and distribution properties. It owns 42 buildings totaling 6.1 million square feet across Connecticut, Pennsylvania, North Carolina, South Carolina and Florida, serving tenants that rely on essential logistics space.

Market Cap: US$683.2m

INDUS Realty Trust is notable in a higher inflation setting because it owns essential logistics properties where lease structures can help pass some cost pressures through to tenants. This can support income resilience when prices rise. The company is currently unprofitable and has a relatively high P/S ratio of 13.3x compared with industrial REIT peers, so investors are paying more on a sales basis while monitoring the forecast profit turnaround and funding risk given its reliance on external borrowing. At the same time, analysts expect very strong earnings growth and the shares trade at a discount of roughly 23.4% to one estimate of fair value. Projects such as the new 2.15 million square foot ICC@840 park in Nashville also indicate that INDUS is still adding potentially valuable capacity in key logistics corridors.

INDUS Realty Trust sits at the crossroads of rich growth expectations and a premium P/S, which raises a simple question for investors: is that optimism justified or stretched? Get the full context in the analyst forecasts for INDUS Realty Trust

Big Yellow Group (LSE:BYG)

Overview: Big Yellow Group is the UK’s largest self storage operator, offering flexible storage space for households and businesses across 111 stores, mostly in London and commuter towns, with almost all sites owned on a freehold or long leasehold basis.

Operations: Big Yellow Group generates around £209.2m in revenue from providing self storage and related services across the United Kingdom.

Market Cap: £1.7b

Big Yellow Group sits at an interesting crossroads for investors, combining inflation linked pricing in an essential service with a strong brand in dense UK markets where space is scarce. The company benefits from high profit margins and a sizeable freehold asset base. However, recent earnings have declined and the dividend, while around 5.4%, is not well covered by free cash flow, which raises questions about how comfortably it can support payouts alongside its borrowing heavy balance sheet. With earnings and revenue growth forecasts in place and the shares trading at a discount to one estimate of fair value, despite a higher P/E than some peers, the key question is whether the blend of pricing power and risk is being misjudged by the market.

Big Yellow Group’s mix of inflation linked pricing, high margins and a 5.4% dividend has investors debating whether the risk balance is misunderstood. Get the fuller story in the 2 key rewards and 2 important warning signs

Rayonier (RYN)

Overview: Rayonier is a timber-focused REIT that owns and manages over four million acres of timberland in the U.S. South and Pacific Northwest, using its forests for wood production while also developing higher value real estate and land-based climate solutions such as carbon and renewable energy projects.

Operations: Rayonier generates most of its revenue from Southern Timber at US$266.1m, Real Estate at US$222.2m, Segment Adjustments of US$96.2m and Pacific Northwest Timber at US$93.8m, with all reported revenue of US$678.4m coming from the United States.

Market Cap: US$6.5b

Rayonier may appeal to investors looking at inflation beneficiaries because it combines inflation-linked timberland and lumber exposure with higher margin real estate and carbon projects on a large U.S. land base. The valuation sits well below at least one estimate of fair value, yet recent losses, a high P/E and an 11.35% dividend that is not well covered by free cash flow underline that this is not a low-risk story. Climate and geographic concentration risks, board turnover and recent dilution contribute to a complex mix of hard assets, growth projects and balance sheet questions that may warrant closer examination in the context of current geopolitical and inflation pressures.

Rayonier’s mix of hard timber assets, real estate and high headline yield has investors focusing on the obvious while missing a crucial piece. Get the full picture in the 3 key rewards and 4 important warning signs (1 is major!)

The three stocks in this article are only a starting point. The full US Inflation Beneficiaries screen surfaces 21 more companies that share equally compelling stories around essential services, balance sheet strength and inflation resilience, all captured in the US Inflation Beneficiaries screener. Use Simply Wall St to identify, analyze and filter for the exact catalysts and narratives that matter to you so you can focus on the highest conviction ideas for your portfolio.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.