Episode 3: 2025 Land Trends And A Few Bold Predictions

In this episode of the Texas Land Guys Podcast, hosts Tim and Tom Dosch, joined by partners David Marshall and Tripp Rich, explore the impact of the recent presidential election on Texas’s real estate market and share their insights into upcoming trends for 2025. The group discusses a surge in bullish sentiment among developers, particularly within the industrial and multifamily sectors, fueled by the political shift. Key topics include rising construction costs, economic factors shaping the market, and the significant population growth driving real estate demand across the state.

The hosts focus on the dynamics of Texas’s real estate landscape, with particular attention to single-family homes, multifamily developments, and retail spaces in major cities like Austin, Dallas, San Antonio, and Houston. They highlight the strong growth of the population and the broader economic expansion as primary catalysts for market activity. Special emphasis is placed on Houston's inner loop areas and the resurgence of urban infill development as a key market trend.

While addressing challenges within the multifamily market, they predict a recovery by late 2025, signaling a resurgence in development. The discussion also touches on San Antonio’s growing single-family housing market, noting its potential for expansion in the coming years.

The episode wraps up with an optimistic outlook for Texas’s real estate future, inviting listeners to engage and share their thoughts.

Key Takeaways

Impact of the presidential election on the real estate market

Outlook for the real estate market in 2025

Market sentiment and developer Activity post-election

Trends in the industrial market, particularly in Houston and Austin

Construction prices and Economic factors affecting development

Population growth in Texas and its influence on housing demand

Shift towards urban infill and smaller industrial projects

Legislative reforms needed to address zoning laws and housing shortages

Predictions for future growth and development in Texas real estate

In This Episode:

• [00:00:03] Introduction to the episode

• [00:01:10] Market predictions for 2025

• [00:01:25] Client conversations and strategies

• [00:02:26] Impact of the presidential election

• [00:04:00] Market uncertainty and decision-making

• [00:05:03] Optimism post-election

• [00:06:06] Concerns over tariffs and construction prices

• [00:07:34] Current construction pricing trends

• [00:09:33] Interest rates and market predictions

• [00:12:35] Population growth and housing shortage

• [00:13:08] Anticipated supply shortages

• [00:16:05] Industrial market outlook in Houston

• [00:17:44] Dallas industrial market trends

• [00:18:39] Industrial market trends in Dallas

• [00:22:13] Submarket focus predictions

• [00:25:37] Single-family market growth in San Antonio

• [00:26:45] Houston's single-family activity

• [00:29:00] Single-family market strength

• [00:30:11] Competition between single-family and multifamily

• [00:32:20] Multifamily construction predictions

• [00:33:50] Dallas multifamily market activity

• [00:36:00] Contract timing changes

• [00:39:22] Inner loop market dynamics

• [00:44:10] Retail market resurgence

• [00:45:10] Bold predictions for Dallas

• [00:47:09] Texas population growth prediction

• [00:47:25] Central Texas data center boom

• [00:47:41] Job market forecast - Remove this line

• [00:48:09] Retail demand predictions

• [00:49:20] San