![[Episode 26] Q2 Texas Land Trends](https://dmre.com/wp-content/uploads/2025/07/Feature-Image-V1-EP26-Texas-Land-Guys-scaled.jpg)
Q2 Texas Land Trends
The conversation offers a nuanced look at major metro areas, Austin, Houston, and Dallas, and how different asset classes are responding to shifting investor sentiment. From a multifamily cautious comeback in Austin to cost-saving opportunities in Houston and retail growth driven by grocery anchors, the episode provides a market-by-market analysis that blends data with on-the-ground experience.
They also examine new legislation affecting density and financing, unpacking what it means for developers and municipalities moving forward. Industrial remains a standout performer, while single-family builders are turning hyper-selective, focusing on infill locations with strong fundamentals. Tune in to sharpen your strategy before the next opportunity passes you by.
Key Takeaways:
- Deals closed up 50% over Q1, despite macro turbulence and market uncertainty.
- Multifamily revival in Austin: Developers re-entered after long pauses, driven by improved leasing and absorption.
- Single-family pullback: High delivery volume, tariffs, and equity hesitation are causing delays and selective acquisitions.
- Industrial remains the strongest use type, particularly in DFW and Houston, thanks to lower development costs and strong demand.
- Large acreage deals are still moving, especially in Houston’s north/northwest corridors.
- Retail is booming, especially in underserved suburban areas, fueled by grocery anchors like H-E-B.
- Construction cost declines (10–15%) are unlocking deal feasibility.
- Equity is cautious but still backing top-tier developers and high-barrier markets.
- New Texas legislation (SB 840, SB 15, HFC reforms) could reshape development patterns significantly in H2.
In This Episode:
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[00:34] Introduction to the discussion topic
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[00:49] Q2 market overview
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[01:13] Q2 vs. Q1: What changed?
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[01:31] Impact of geopolitical issues and tariffs
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[02:10] Challenges and opportunities in the real estate market
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[03:21] Multifamily market dynamics in Austin
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[04:28] Single-family market adjustments
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[06:23] Large acreage deals and long-term investments
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[16:19] Industrial market strength in DFW and Houston
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[20:20] Construction costs and developer strategies
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[21:19] Current trends in garden products
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[21:34] Houston’s aggressive real estate market
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[21:51] Significant cost savings in recent deal
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[22:31] Dallas real estate highlights
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[23:08] Challenges in multifamily land deals
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[24:09] Texas legislative changes impacting real estate
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[25:45] Senate bills and their implications (SB 840, SB 15, HFC reforms)
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[31:14] Market predictions for the rest of the year
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[36:02] Retail and grocery store expansion (H-E-B, Sprouts, etc.)
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[38:16] Single-family and industrial market outlook
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[40:01] Conclusion
Resources and Links:
Tripp Rich
Tom Dosch
