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New York City REIT (NYC)
NYSE:NYC
US Market
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New York City REIT (NYC) AI Stock Analysis

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NYC

New York City REIT

(NYSE:NYC)

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Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
$7.50
▼(-8.54% Downside)
Action:Reiterated
Date:08/17/26
The score is held down primarily by weak financial performance—declining revenue, poor operating profitability, negative cash flow, and very high leverage. Technicals add further pressure with a sustained downtrend and weak momentum. The main offset is an optically cheap P/E, but valuation support is limited by concerns over earnings quality and cash conversion.
Positive Factors
Tenant Quality and Fixed-Rate Financing
An investment-grade tenant base can support rent collection and occupancy resilience, while predominantly fixed-rate financing limits exposure to refinancing and interest-rate volatility, improving visibility into property-level cash obligations.
Negative Factors
Shrinking Revenue Base
Persistent revenue contraction reduces the scale available to absorb property-level expenses, debt service and leasing costs. The decline also signals pressure on the portfolio’s recurring earning capacity, particularly after asset disposals and amid office-market challenges.
Read all positive and negative factors
Positive Factors
Negative Factors
Tenant Quality and Fixed-Rate Financing
An investment-grade tenant base can support rent collection and occupancy resilience, while predominantly fixed-rate financing limits exposure to refinancing and interest-rate volatility, improving visibility into property-level cash obligations.
Read all positive factors

New York City REIT (NYC) vs. SPDR S&P 500 ETF (SPY)

New York City REIT Business Overview & Revenue Model

Company Description
American Strategic Investment Co. (ASIC) functions as a publicly traded Real Estate Investment Trust, managing a select portfolio of premium commercial properties. These assets are strategically located across New York City's five boroughs, with a...
How the Company Makes Money
NYC REIT generates revenue primarily through contractual rental income from leasing space in its New York City properties to commercial tenants. Its key revenue streams typically include (1) base rent under lease agreements; (2) tenant reimburseme...

New York City REIT Earnings Call Summary

Earnings Call Date:Apr 15, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Nov 06, 2026
Earnings Call Sentiment Neutral
The call presents a mix of positive strategic moves and financial improvements alongside meaningful operational challenges. Positives include a substantial one-time disposition gain, marked year-over-year improvement in GAAP net loss, a high proportion of investment-grade tenants, executed leasing in resilient sectors, and a debt profile locked to fixed rates. Offsetting these are material declines in recurring revenue driven by asset sales, modest adjusted EBITDA and cash NOI, suboptimal occupancy (80.3%), short average debt term (1.5 years) that creates refinancing risk, and unchanged quarterly net loss. Overall, management is pursuing portfolio pruning and asset sales to redeploy capital, but near-term operating performance and revenue base remain under pressure.
Positive Updates
Significant One-Time Gain from Disposition
Recognized a $46.6 million gain in connection with the disposition and cooperative consensual foreclosure related to 1140 Avenue of the Americas, reflected in the year-end statements of operations.
Negative Updates
Revenue Decline Year-over-Year and Quarter-over-Quarter
Full-year revenue declined to $43.3 million from $61.6 million in 2024 (a decrease of approximately 29.7%), largely due to property dispositions; Q4 revenue fell to $6.5 million from $14.9 million in Q4 2024 (down ~56.4%).
Read all updates
Q4-2025 Updates
Negative
Significant One-Time Gain from Disposition
Recognized a $46.6 million gain in connection with the disposition and cooperative consensual foreclosure related to 1140 Avenue of the Americas, reflected in the year-end statements of operations.
Read all positive updates
Company Guidance
Management guided that it will prioritize tenant retention, property improvements, cost efficiency and pruning non‑core assets—leasing up available space, renewing leases, replacing maturing debt and pursuing targeted dispositions (including potential sales of 123 William Street and 196 Orchard) to generate cash for higher‑yielding, accretive investments; notable metrics cited: a $382.6 million, 0.7 million sq. ft., 5‑asset NYC portfolio at 80.3% occupancy with a weighted average remaining lease term of 6.1 years, top‑10 tenants representing 69% investment or implied investment grade with a 6.9‑year WALT, 57% of leases now extending beyond 2030 (up from 56% last quarter) and 2026 lease expirations of only 5% of annualized straight‑line rent; operating activity included 13 new/replacement leases totaling 117,000 sq. ft., the sale of 1140 Avenue of the Americas (recognizing a $46.6 million gain), FY2025 revenue $43.3 million (Q4 $6.5 million), GAAP net loss attributable to common of $21.2 million (Q4 net loss $6.7 million), adjusted EBITDA $0.3 million for the year ($1.2 million Q4), cash NOI $16.0 million for the year ($1.8 million Q4), and a conservative balance sheet with net debt $249.7 million, net leverage 47.5%, weighted average effective interest rate 4.5% and a 1.5‑year weighted average remaining debt term (100% fixed or swapped to fixed).

New York City REIT Financial Statement Overview

Summary
Fundamentals are strained: revenue is declining (TTM down 12.7%), operating profitability is weak (negative EBIT and negative gross profit in TTM), and cash generation is persistently negative (TTM operating cash flow and free cash flow both negative). Leverage is a major risk with very high debt versus equity (~6.6x debt-to-equity), leaving limited financial flexibility despite a recent swing to positive TTM net income that appears driven by non-operating items rather than core operations.
Income Statement
38
Negative
Balance Sheet
22
Negative
Cash Flow
18
Very Negative
BreakdownTTMMar 2026Dec 2024Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue33.44M43.27M61.57M62.71M64.00M70.22M
Gross Profit-3.92M8.54M19.63M21.23M23.00M29.30M
EBITDA50.01M17.22M-102.69M-60.53M1.69M10.72M
Net Income12.98M-21.19M-140.59M-105.92M-45.90M-39.47M
Balance Sheet
Total Assets444.75M445.16M507.07M694.17M790.46M823.05M
Cash, Cash Equivalents and Short-Term Investments2.42M1.30M9.78M5.29M10.82M11.67M
Total Debt350.39M349.92M403.14M452.42M451.88M457.11M
Total Liabilities391.85M380.40M421.48M469.38M468.88M471.92M
Stockholders Equity52.90M64.76M85.59M224.79M301.06M338.99M
Cash Flow
Free Cash Flow-2.74M-8.51M-5.29M-11.46M-6.04M-11.29M
Operating Cash Flow-2.04M-7.75M-4.00M-7.41M-486.00K-7.92M
Investing Cash Flow-3.73M-3.79M59.86M71.00K-5.55M-3.38M
Financing Cash Flow870.00K650.00K-49.73M4.03M-6.27M-275.00K

New York City REIT Technical Analysis

Technical Analysis Sentiment
Negative
Last Price8.20
Price Trends
50DMA
8.27
Negative
100DMA
8.40
Negative
200DMA
8.50
Negative
Market Momentum
MACD
-0.54
Positive
RSI
28.34
Positive
STOCH
11.08
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NYC, the sentiment is Negative. The current price of 8.2 is above the 20-day moving average (MA) of 7.96, below the 50-day MA of 8.27, and below the 200-day MA of 8.50, indicating a bearish trend. The MACD of -0.54 indicates Positive momentum. The RSI at 28.34 is Positive, neither overbought nor oversold. The STOCH value of 11.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NYC.

New York City REIT Risk Analysis

New York City REIT disclosed 59 risk factors in its most recent earnings report. New York City REIT reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

New York City REIT Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
49
Neutral
$166.00M-1.73-14.88%3.08%-6.53%-20.91%
46
Neutral
$14.27M-0.04-14.94%-3.82%90.89%
45
Neutral
$20.44M1.32-35.64%-38.85%
44
Neutral
$48.16M-1.16-6.97%9.09%-5.02%21.97%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NYC
New York City REIT
6.38
-4.34
-40.49%
FSP
Franklin Street Properties
0.44
-1.18
-73.02%
CMCT
Creative Media
3.94
-635.06
-99.38%
ONL
Orion Office REIT
2.94
0.15
5.19%
NLOP
Net Lease Office Properties
11.61
0.95
8.91%

New York City REIT Corporate Events

Business Operations and StrategyDelistings and Listing ChangesFinancial DisclosuresRegulatory Filings and Compliance
New York City REIT Regains NYSE Listing Compliance
Positive
Aug 12, 2026
On August 12, 2026, American Strategic Investment Co. reported second-quarter 2026 results showing revenue fell to $7.3 million from $12.2 million a year earlier, mainly due to the prior-year sale of 1140 Avenue of the Americas, while net loss nar...
Financial DisclosuresRegulatory Filings and Compliance
Upcoming Q2 Results Amid Listing and Market Pressures
Negative
Aug 4, 2026
On August 4, 2026, American Strategic Investment Co. announced it will publish its financial results for the second quarter ended June 30, 2026 on August 12, 2026, before the New York Stock Exchange opens. The company said it will not host a webca...
Delistings and Listing ChangesRegulatory Filings and Compliance
New York City REIT Regains NYSE Listing Compliance
Positive
Jul 24, 2026
On July 22, 2026, American Strategic Investment Co. disclosed that it had received notice from the New York Stock Exchange confirming the company had regained compliance with the exchange’s continued listing standards, specifically the minim...
Business Operations and StrategyExecutive/Board Changes
New York City REIT appoints Schorsch Jr. as chairman
Positive
Jul 13, 2026
On July 9, 2026, American Strategic Investment Co. announced the immediate resignation of Chairman and Class III director Edward M. Weil, Jr., who left the board for personal reasons and indicated his decision was not due to any disagreement over ...
Executive/Board ChangesShareholder Meetings
New York City REIT Shareholders Back Board and Auditors
Positive
Jun 3, 2026
At its 2026 annual meeting held on June 2, 2026, American Strategic Investment Co. reported that stockholders representing about 82% of eligible shares were present in person or by proxy. Shareholders re-elected Class III directors Louis P. DiPalm...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 17, 2026