NYCE Research

NYCE: Strategic Outlook | M&A Prospects | Valuation

NYCE is in active M&A discussions. An overview of NYCE's evolution from real estate development to asset network economics—including acquisition outlook, valuation, asset composition, risk factors, and post-transaction thesis. Q1 2026.


2.5M+
Network infrastructure
$200M+
Assets under management
$2B+
GAV | Tokenization pipeline
$100.48M
CEO IP valuation (ABV)

I. Strategic Evolution

NYCE launched in 2020 as a mission-powered real estate investment ecosystem—built to give everyday people access to high-quality assets for $100 or less. Over six years, the company tested blockchain integration, tokenized securities, third-party trading infrastructure, and community monetization—each designed to drive shareholder value and prove market demand.

Each model produced results and validated assumptions. As we enter the second half of the decade, NYCE is leaning into its biggest asset—a 2.5M-member global distribution network—as the company prepares for a strategic sale to complete the full technology integration of and into NYCE, centered around one goal: access to high-quality assets for all.

Phase 1: Real Estate Acquisitions

NYCE's original model was hands-on real estate development, funded in part by community investors through tokenized offerings. The company acquired properties, completed construction on a student housing project adjacent to Temple University in Philadelphia, and built a track record in physical asset management.

The model validated market demand but concentrated risk: the CEO personally guaranteed $4.2M in the Temple project alone. A development partner—who has since permanently closed operations—misappropriated construction draws across multiple projects, including NYCE's, triggering a lender default. The underlying assets remain intact and recapitalization is in progress with institutional partners.

More critically, the opportunity cost became impossible to justify. Every month spent managing a ~$20M construction project was a month not spent on deals 50x that size.

Phase 2: Technology & Platform Integration

NYCE was among the first platforms to tokenize real estate for retail investors. In December 2022, the company tokenized a $2.5M real estate asset under Reg. CF with secondary trading enabled on an ATS for as little as $10. A single Facebook post by the CEO—with a specific $10 call-to-action—drove over 120,000 warm click-throughs to the offering page. No paid ads. Organic distribution only.

But Regulation Crowdfunding requires registered third-party funding portals. NYCE could not independently custody investor funds—and the platforms it depended on were failing. Securitize pivoted away from retail. Republic redirected resources into metaverse-adjacent ventures. Wefunder received an SEC enforcement action and abandoned its white-label strategy. The infrastructure kept shifting underneath NYCE's operations.

Competing on technology against venture-backed platforms with $50M+ in funding was an asymmetric fight. NYCE's advantage was never the app. It was the audience.

Phase 3: Community Monetization

Running concurrently, NYCE operated TRIBE—a membership community on Mighty Networks priced at $9.99/month or $100 lifetime. The mission was noble: make investment education and community access available to everyone, regardless of income. Post-COVID, the economics didn't hold.

A low-ticket model requires thousands of active members—each requiring moderation, content, engagement, and support—to generate meaningful revenue. The investor relations overhead was disproportionate: support requests, disputes, security exposure, and a growing surface area for bad actors. The CEO's time—the company's most valuable resource—was consumed by operational drag that built no enterprise value.

The model underpriced the most valuable thing NYCE had: access to institutional deal flow, a global distribution network, and the CEO's relationships.

Where This Led

Through each iteration, the same asset kept emerging as the structural advantage: a 2.5M-member global network, built organically at $0.03 per member, with trust that took six years to earn and cannot be replicated at any price.

The current model—NYCE X, a premium deal room, paired with a silent co-GP portfolio and institutional joint ventures—deploys that asset with maximum leverage and minimal exposure. The co-GP portfolio represents the vast majority of NYCE's $200M+ AUM with zero personal guarantee exposure from the CEO. A $1B+ Miami portfolio alone dwarfs the Temple project by orders of magnitude. The Gold Jacket joint venture provides institutional-level deal origination and a $2B+ tokenization pipeline—giving members access to better assets while freeing the CEO to do what creates the most value: make deals and move the market.


II. Core Asset—The Network

NYCE's core asset is a distribution network—2.5 million people across Africa, Asia, the Middle East, and the Americas who follow, trust, and transact with NYCE because of a content and knowledge moat built over six years.

This network was not purchased. No paid acquisition strategy. No media budget. It was built through educational content—videos, frameworks, deal breakdowns—distributed organically through Meta platforms and community referral. The cost per member acquired ($0.03 CMAC) is, to our knowledge, the lowest in the retail fintech space.

In February 2021, Public.com—a Robinhood competitor—was valued at $1.2 billion against a one-million-member email list. Roughly $1,200 per community member. NYCE's 2.5M members were acquired at a fraction of a cent each.

CEO Intellectual Property

The CEO's personal IP and technology holdings carry an independently assessed value of $100.48M (ABV-designated, 2025). This portfolio—including proprietary frameworks, content libraries, brand assets, and technology infrastructure—has been largely leased to the company without compensation to sustain operations, fund development, and keep the mission going during periods of constrained capital.

To put this in perspective: the CEO's personal contribution to NYCE exceeds the combined investment of all shareholders. While defending against an extortion campaign, absorbing $4.2M in personal guarantees, and managing lender fallout caused by a bad actor—the CEO continued building, continued making deals, and continued contributing personal IP to keep the company moving forward.

Network Composition

Dimension Detail
Distribution 2M+ social media followers. Unified WhatsApp community. Organic reach into Africa, Middle East, Southeast Asia—markets where retail investor demand outpaces infrastructure.
Deal Pipeline $2B+ pipeline of tokenized real estate and alternative investment opportunities sourced through institutional joint ventures.
Brand Trust Featured in Forbes, CNBC, TechCrunch, Yahoo Finance ("The Robinhood of Real Estate"), Business Insider, Fox, Entrepreneur. Trust built with communities that institutional finance has historically overlooked.
Acquisition Cost $0.03 CMAC vs. industry average of $50–$200+ for fintech customer acquisition. This is a content moat. It cannot be replicated by spending more.

Comparable Valuations

Company Users Valuation Event EV/User
Public.com 1M members Series D—$1.2B ~$1,200
Robinhood 26.8M funded IPO—$50B peak ~$1,865
Webull 20M registered SPAC—$7.3B ~$365
Paystack 60K+ merchants Stripe acquisition—$200M+ ~$3,333
NYCE 2.5M members M&A in progress TBD

Sources: CNBC, TechCrunch, Yahoo Finance, CrunchBase, Architect Partners. See NYCE Research: Enterprise Value Per Transacting User for methodology.


III. NYCE X—The Deal Room

NYCE X is the company's current revenue model: a premium, members-only investment network priced at $25,000 per year. It replaces low-ticket community models with a high-value structure—maximizing per-member revenue, eliminating operational overhead, and curating a room where every member is one introduction away from a life-changing opportunity.

What Members Get

Component Detail
Deal Flow Pre-vetted opportunities from a $2B+ pipeline. Tokenized real estate, pre-IPO allocations, structured equity—each analyzed through proprietary frameworks before entering the room.
Network Direct access to institutional operators, fund managers, and principals—including NFL Hall of Famers, billion-dollar developers, and political leaders. Accessible exclusively through the room.
Frameworks NYCE X Frameworks—proprietary decision-making tools developed by the CEO. The principles behind how we evaluate deals, structure investments, and build businesses.
Community A curated network of serious investors and operators. The price point self-selects for quality.

Global FIFA Circles

The CEO's advisory work with FC Barcelona striker Martin Braithwaite generated FIFA-level exposure and relationships across international football, media, and global finance—opening doors that operate at a scale most investors never encounter.

Royal & Political Lineage

The founder's lineage traces back to Nelson Mandela and the Zulu royal family in South Africa—producing direct legal claims as a beneficiary of the Ingonyama Trust, the custodial body overseeing 6.9 million acres of KwaZulu-Natal land.

BRICS Mission Expansion

These relationships have informed a $100M initiative involving financial literacy programs and blockchain infrastructure across Southern Africa—extending NYCE's mission into one of the fastest-growing economic regions in the world.

Institutional Partners

Gold Jacket, LLC—Fund Manager & Sponsor Representative

Founded by NFL Hall of Famers Emmitt Smith and Cris Carter, along with PE principal Don Cogsville. $2B+ combined RE track record. Certified MBE (NMSDC). Management includes Jovaun Boyd (Wharton/Columbia; $8.1B in transactions at JPMorgan, JLL, PNC).

Lynd Development Group—Institutional Development Partner

$2.9B in acquisitions. 23,000+ units under management. Institutional operator handling development and property management.

Legislative & Community Support

PA State Senator Sharif Street (Chair, Banking & Insurance Committee) and Senator Vincent Hughes (Chair, Appropriations) have publicly supported NYCE-affiliated projects. Senator Street co-produced WealthCon with NYCE and Temple University in 2022—a community wealth-building conference with 150+ attendees.


IV. Exit Path—M&A Prospects & Valuation

NYCE is actively pursuing a strategic acquisition.

The BSTX IPO

NYCE was selected as the inaugural listing on BSTX—a fully regulated securities exchange approved by the SEC on January 28, 2022. The listing was managed by Wachsman, an institutional PR firm, with embargo targets including Bloomberg, Reuters, Wall Street Journal, CNBC, Forbes, Fortune, and TechCrunch.

At a conservative $100 per community member—well below Public.com's implied $1,200/member—the BSTX path implied a market capitalization of approximately $250 million.

An investor extortion and blackmail campaign generated media coverage that was amplified by individuals who were not in possession of complete facts. This created noise that triggered lender actions and halted IPO proceedings—directly damaging every shareholder's position. NYCE is pursuing both civil and criminal remedies. The bad actors who caused this damage are the ones responsible for the disruption—not the company, and not its leadership.

Why M&A

Factor IPO M&A
Sentiment dependency High—retail perception drives price Low—one informed buyer
Noise tolerance Low—media narrative matters Higher—diligence replaces headlines
Timeline 12–18 months 6–9 months
Fit for NYCE today Suspended Active

Valuation

Deloitte predicts $4 trillion of real estate will be tokenized by 2035—up from under $300 billion in 2024. Robinhood CEO Vlad Tenev called tokenization a "freight train" that "can't be stopped." JP Morgan put a $100M fund on Ethereum. BlackRock's tokenized fund crossed $1.8B. The infrastructure is being built. The question is who owns the retail layer.

NYCE's community spans 2.5M+ members across 30+ nations—primarily the 18–34 demographic in Africa, Asia, and the Middle East. More than 250 million people in these regions hold crypto. Robinhood hasn't reached them. Coinbase hasn't reached them. NYCE is already there.

Valuation Lens Methodology Implied Value
CEO IP & Technology Independent ABV-designated assessment (2025) $100.48M
BSTX IPO Path $100/member × 2.5M (conservative) $250M
Replacement Cost 2.5M × $50+ industry-avg CAC $125M+
Webull Multiple $365/user × 2.5M $912M
Public.com Multiple $1,200/member × 2.5M $3.0B

The replacement cost is what matters in a negotiation. A buyer's alternative to acquiring NYCE is spending $125M+ to build the same distribution—with no guarantee of earning the same trust, in the same markets, at the same engagement levels. The acquisition price will be a fraction of what it would cost to replicate what already exists.

On active litigation: An expelled community member's blackmail campaign led to noise and disruption that triggered lender actions and compromised shareholder value. We're actively addressing this civilly and criminally.

V. Post-Acquisition

An acquisition removes every constraint that has limited NYCE's growth—and replaces each one with institutional infrastructure.

Current Constraint Post-Acquisition
Capital—limited ability to fund technology, compliance, and deal execution simultaneously Acquirer's balance sheet funds infrastructure. NYCE's distribution generates deal flow. Capital and distribution become complementary.
Platform dependency—Reg CF requires third-party intermediaries Acquirer provides or becomes the regulated infrastructure. Dependency eliminated.
CEO concentration—time split across operations, IR, legal, and deal-making CEO focuses exclusively on deal origination, network expansion, and member relationships. Everything else handled by acquirer infrastructure.
Key-man risk—company value concentrated in one individual without institutional redundancy Acquirer provides organizational depth, succession infrastructure, and institutional continuity. CEO remains the network-facing asset; the business no longer depends on one person doing everything.
Noise—litigation and media coverage create friction Institutional backing neutralizes the noise. A balance sheet makes bad actors irrelevant.

The Thesis

NYCE's distribution reaches 2.5 million people in the fastest-growing investor markets in the world. An acquirer who pairs institutional infrastructure with this network has the foundation for a platform serving millions of investors across four continents—with deal flow, brand trust, and acquisition economics that no competitor can replicate.

At Webull's market-assigned multiple, NYCE's network alone implies $912M in enterprise value. At Public.com's, $3B. These aren't projections. They are multiples the market has already paid for comparable networks.

NYCE started with a video on a phone. It grew into a community of 2.5 million people who trust a brand to give them access to a financial system that was never designed for them. That community survived a development partner's fraud, an extortion campaign, lender actions, and six years of building in public—while the CEO personally guaranteed $4.2M, contributed a $100.48M IP portfolio without compensation, and kept building through all of it. No one asked him to. He could have walked away at any point. He didn't.

The asset is not only intact. It's battle-tested. And the people who tried to destroy it are now the subject of civil and criminal proceedings—while the community they tried to damage continues to grow.

Investor Positions

Any successful sale proceeds will go toward buying out investors across NYCE and Temple offerings. The M&A process is being structured with shareholder outcomes as a central consideration. Details on distribution mechanics, priority, and timeline will be communicated as the process advances.

The bottom line: An acquisition gives NYCE the infrastructure to become what it was always heading toward—a mission that began with an Instagram video, reaching $1B+ in shareholder value. The math is already there. The community is already here. And every shareholder who stayed through the storm helped build something that cannot be replicated, cannot be bought for less than it's worth, and is now closer to a liquidity event than it has ever been. This is what you held for.
Disclaimer: This document is for informational and educational purposes only and does not constitute an offer to sell or solicitation to buy securities, nor does it represent legal, financial, or investment advice. Forward-looking statements are based on management's current expectations and are subject to uncertainty. Comparable valuations are based on publicly available information and do not guarantee similar outcomes. Investors should conduct their own due diligence and consult with qualified advisors.

Prepared by NYCE Management | Q1 2026