Welcome to YRE

The Orion is a Yield-Oriented asset that serves as a massive liquidity provider in Hells Kitchen but fails as a capital growth vehicle. Post-sponsor behavior is defined by a mean-reverting price trend, where 2025 resales often clear at or below 2008–2012 levels despite the market index (NYXRCSA) more than doubling in that era. Income is consistently generated via a high-velocity rental market, yet investors face significant income leakage (up to 47%) when units sit for the building's median 86-day absorption period. Opportunity is strictly limited to low-DOM rental lines, while the primary risk is capital stagnation across its dominant 1BR inventory.

75 Wall Street is a Yield-Oriented (At Risk) asset that serves as a high-density rental factory but fails as a capital preservation vehicle. While the building maintains an absolute price lead in the Financial District, its behavior is mean-reverting, with 2025 resales frequently clearing at prices seen in 2009–2010. Income is frequently "leaked" rather than captured, with larger 1BR and 2BR units often sitting vacant for 3–6 months between leases. Opportunity is limited to low-DOM studio rentals, while the primary risk is concentrated in the 1BR stacks where capital has failed to compound for over 15 years.

The Sheffield is a high-density Yield-Oriented asset that operates as a cash-flow engine for small units (Studios/1BRs) but remains a value-trap for larger footprints. While it provides a nominal pricing premium over Hells Kitchen, its Appreciation Score (45) highlights a total failure to compound capital relative to the NYXRCSA index over the last 15 years. Opportunity is strictly limited to high-velocity rental stacks (Line B, Line F), whereas the 3BR+ inventory suffers from chronic income leakage and severe exit liquidity friction, often sitting vacant or on the market for over a year.

One Wall Street is a high-prestige, Yield-Oriented asset that currently functions as a "leaky" rental engine. While the sponsor has established a high pricing floor that outperforms the local neighborhood by 52%, the building's post-sponsor behavior is characterized by extreme income leakage (with rental DOM reaching 265 days) and anemic secondary market liquidity. The Line 03 and Line 10 stacks show significant friction, and early resales suggest capital values are mean-reverting toward lower secondary market realities rather than compounding.