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For Investors Who Want an Edge


Most real estate content isn’t very useful. It’s either too shallow to matter or too biased to trust. We exist to fix that.
We publish two products for institutional real estate investors:
Stacked
Succinct, high-signal insights to stay informed, published in partnership with one of the best minds in real estate, Dr. Peter Linneman
The Real Estate Haystack
Deep, research-driven analysis designed to improve your investment decisions but not need much time
What makes us different:
We invest for a living, and have for decades. We aren’t pundits. This content is built from experience.
Our work is grounded in academic research and translated into decisions.
We have no “book” to talk and no sell-side incentives.
Our goal is to make you better, full stop.
We’d love to hear from you. Reach us at [email protected].
Adam, Dan and the Haystack team

Adam Hazlett - LinkedIn
Naval Academy / Wharton grad
Owned, developed and managed more than $2.0B of real estate
Extensive experience as LP and GP across asset types
Currently CEO of Victory Investment Partners
Daniel Cohen - LinkedIn
Former Managing Director at Ascentris and Amstar Group
Led over $2.0B in acquisitions and development
As a founder, built and scaled real estate investment platforms
Currently the CIO at a California-based family office