In Part 2 of their annual predictions series, the Texas Land Guys continue the conversation around what really happened in 2025 and what developers, investors, and landowners should expect as 2026 takes shape. Tim, Tom, and Tripp dig deeper into the asset classes and deal dynamics they are seeing every day across Dallas, Fort Worth, Houston, Austin, and San Antonio.

The episode kicks off with industrial real estate, which quietly became the strongest performing asset class in 2025 for both DFW and Houston. While multifamily and single-family struggled to get deals capitalized, industrial sites consistently attracted multiple offers, often exceeding expectations. The group compares how the industry is playing out differently across markets, with Houston and DFW seeing record land pricing and Austin working through new supply and slower lease-up.

From there, the conversation shifts into development strategy and capital. Rather than major price corrections, the biggest change across Texas land markets has been time. Sellers are once again giving longer diligence and closing periods, which is allowing more deals to actually get done. Equity remains selective, and the message is clear. The best sites are still trading, while average or poorly located sites are getting passed over entirely.

Single-family homes also get a closer look, with builders pulling back in oversupplied areas but aggressively pursuing urban, infill, and high barrier locations. The episode wraps with bold predictions for 2026, including more movement from long-held land positions, continued flight to quality, and a market that rewards patience, discipline, and strong fundamentals rather than speculation.