Texas Land Guys: The Art of Real Estate Deal Making

Episode 39: Q3 Market Recap: Texas Land Deals, Trends, and Shifts


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In this episode of the Texas Land Guys podcast, Tim and Tom take you inside the Q3 2025 Texas land market. They break down the latest moves, from the Fed’s modest rate cut to the softer market conditions, and what it all means for developers, especially seasoned pros feeling the pinch in a tough job market.The guys dig into sector trends. Multifamily is hitting some bumps with softening rents and tight capital, but industrial is firing on all cylinders with high demand and rising prices. Single-family? Activity has slowed, but it’s still a major piece of the puzzle, especially with builders swapping lot positions to make deals happen.A hot topic is Texas’s SB 840 law. It sparked a “land rush” for multifamily sites in DFW suburbs, but not every project is a slam dunk, and Tim and Tom break down why. They also spotlight a growing trend: sellers getting realistic, offering discounts, and going for fast, all-cash deals to close quickly.The episode closes on a high note, celebrating a strong quarter with nearly half a billion in closings, while looking ahead to Q4. Expect continued industrial strength and maybe a market uptick early next year. Whether you’re a developer, investor, or just curious about Texas land, this episode is packed with insights you won’t want to miss.


Key Takeaways

  • Rate cuts bring relief but not a quick fix. Developers remain cautious as capital markets stay tight.

  • The job market remains tough, especially for senior roles. Aligning with reputable, values-driven firms is key.

  • Industrial land demand is strong. Limited supply keeps pricing competitive and activity high.

  • Multifamily faces headwinds. Soft rents, capital challenges, and SB 840 uncertainty add complexity.

  • Single-family closings stay strong. Larger acreage and builder-driven trades continue despite slowing sales.

  • Infill deals show signs of life in Houston. Discounts and motivated sellers are sparking opportunities.


In This Episode:

  • [00:00] Introduction to the Texas Land Guys podcast
  • [00:34] Market trends and rate cuts
  • [01:45] Job market challenges and advice
  • [03:56] Developer and brokerage insights
  • [09:37] Texas real estate market overview
  • [10:41] Multifamily and industrial market dynamics
  • [11:54] Single-family market and offers
  • [15:43] Impact of SB 840 on development
  • [24:27] High-stakes multifamily deals
  • [26:29] Infill market revival in Houston
  • [28:05] Challenges in pricing and capitalization
  • [30:58] Sellers adjusting to market realities
  • [40:53] Trends and metrics overview
  • [45:25] Predictions for Q4 and beyond
  • [48:22] Closing remarks and listener engagement


Resources and Links

Podcast

  • Texas Land Guys Podcast

  • https://dmre.com/


Tom Dosch

  • https://www.linkedin.com/in/tom-dosch-37263b3b/

  • https://dmre.com/

  • https://ascentinv.com/

  • https://100xharvest.org/


Tim Dosch

  • https://www.linkedin.com/in/tim-dosch-67a07899/

  • https://dmre.com/

  • https://ascentinv.com/

  • https://100xharvest.org/


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