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Inside DFW’s Single-Family Market with Ryan Duffie

By October 20, 2025No Comments

In this episode of Texas Land Guys, hosts Tim and Tom Dosch are joined once again by Ryan Duffie from the Dallas office for an in-depth look at the state of the single-family land market across the Dallas–Fort Worth and Houston regions. The discussion opens on a lighthearted note as the group reflects on the challenges of parenting and maintaining balance during the busy back-to-school season, before transitioning into a comprehensive analysis of current market trends, builder sentiment, and development activity.

Ryan shares that while the DFW market has reached a record level of roughly 74,000 lots under development, momentum has slowed in recent months, particularly among entry-level and first-time homebuyer builders. In contrast, luxury homebuilders and developers of large-scale, master-planned communities continue to pursue projects with a long-term strategic outlook. Pricing expectations, construction costs, and tariffs remain key considerations, with developers focusing on the future while many public builders take a more cautious stance.

The conversation also explores several major growth corridors, including the I-75 and I-35 expansions to the north and the 156 corridor west of Fort Worth, as well as the widening gap between seller pricing expectations and actual market values.

Despite headwinds such as elevated construction costs and consumer fatigue, the hosts and Ryan maintain an optimistic long-term outlook. With strong population and job growth continuing to drive demand, the Texas housing market remains resilient and well-positioned for sustained expansion, offering a timely opportunity for well-capitalized, forward-looking investors.

Key Takeaways:

  • Market resilience amid uncertainty: Despite rate and tariff pressures, deals continue to close and long-term development activity remains strong.
  • Flight to quality: Builders and developers are focusing on “safe” submarkets north of Dallas, such as Collin, Denton, and Kaufman Counties.
  • Opportunity in volatility: Private and smaller developers are seizing land positions while larger, public builders pause.
  • Changing landscape of affordability: Rising costs, consumer fatigue, and legislative reform are reshaping the conversation around attainable housing.
  • Long-term vision pays off: Developers who stay the course during slowdowns often emerge best positioned when markets rebound.

 

In This Episode:

  • [00:00] Introduction to the Texas Land Guys podcast

  • [00:29] Guest introduction: Ryan Duffie

  • [01:46] Back-to-school challenges and parenting

  • [05:13] Single-family market insights in DFW

  • [07:12] Houston market trends and comparisons

  • [17:50] Urban infill market dynamics

  • [20:57] Market trends and predictions for single-family homes

  • [21:33] Expansion and development in Dallas–Fort Worth

  • [23:23] Team dynamics and collaboration

  • [24:28] Job centers and infrastructure

  • [28:53] Growth patterns in Houston

  • [30:43] Impact of tariffs on the single-family market

  • [34:13] Land prices and market adjustments

  • [41:27] Affordable housing and legislative changes

  • [42:08] Conclusion and contact information

 

Resources and Links:

Ryan Duffie

Tom Dosch