Texas Land Guys: The Art of Real Estate Deal Making

Episode 41: Inside DFW’s Single-Family Market with Ryan Duffie


Listen Later

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

Podcast

  • Texas Land Guys Podcast

  • https://dmre.com/


Ryan Duffle

  • https://www.linkedin.com/in/rduffie/

  • 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/
...more
View all episodesView all episodes
Download on the App Store

Texas Land Guys: The Art of Real Estate Deal MakingBy Texas Land Guys

  • 5
  • 5
  • 5
  • 5
  • 5

5

24 ratings


More shows like Texas Land Guys: The Art of Real Estate Deal Making

View all
The Bill Simmons Podcast by The Ringer

The Bill Simmons Podcast

30,227 Listeners

Pardon My Take by Barstool Sports

Pardon My Take

82,106 Listeners

Founders by David Senra

Founders

2,136 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

7,103 Listeners

POWERS by Chris Powers

POWERS

501 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,559 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,957 Listeners

The Weekly Take from CBRE by CBRE

The Weekly Take from CBRE

158 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

223 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

446 Listeners

The Walker Webcast by Willy Walker

The Walker Webcast

150 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

164 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,387 Listeners

The Rent Roll with Jay Parsons by Jay Parsons

The Rent Roll with Jay Parsons

42 Listeners

The Promote Podcast by ten31 Media

The Promote Podcast

47 Listeners