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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 (Free)
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 (Premium)
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



The best commercial real estate decisions aren't made on mainstream information.


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