Episode 67: What’s Next for the 2026 Land Market (AI, War, Capital Shifts)

In Part 2 of their Q1 2026 recap, the Texas Land Guys, Tom, Tim, and Tripp, dig into the trends shaping the land market right now. They break down the ripple effects of Senate Bill 840, which allows apartments on certain commercial sites, and the pushback from cities like Frisco resisting the law. A proposed federal bill targeting institutional ownership of single-family homes is already slowing build-to-rent projects, even though its future is uncertain.They also dive into AI and how it’s shaking up white-collar jobs and rattling major real estate brokerages. The hosts encourage especially younger professionals to see AI as a tool for efficiency and creating value.Geopolitical tensions, from conflicts in Iran to rising oil prices, add another layer of uncertainty that could impact investments and energy costs.Looking ahead to Q2, they see longer closing timelines, a buyer’s market, and strong interest in infill multifamily and industrial sites. Their advice for landowners thinking about selling is don’t wait. Global volatility is only increasing, and timing could make all the differenceIf you want to understand what’s really driving decisions behind the scenes and what could shape the rest of 2026, this episode is a must-listen!Key TakeawaysSB 840 lawsuits are heating up as some cities block by-right apartments, leaving landowners stuckBuild-to-Rent is under pressure as new legislation causes lenders to pause or pull dealsAffordability policies may backfire by reducing housing supplyAI is already disrupting real estate, impacting hiring, operations, and company valuationsBrokerages are slowing hiring as AI replaces research and support rolesYoung professionals face a clear shift: adapt to AI or risk falling behindGlobal conflict and rising oil prices are adding uncertainty to the marketAI investment could slow if global tensions redirect capital elsewhereDeals are still happening, but closing timelines are getting longerPrivate capital is active, while institutional capital remains cautiousIt is still a buyer’s market, but only for the right dealsLandowners holding out may miss today’s window if conditions do not improveIn This Episode:[00:00] Introduction[00:49] Office-to-multifamily conversion trends and infill opportunities[01:44] Senate Bill 840 and rising regulatory battles[03:07] What SB840 actually means [07:21] Proposed BTR legislation and lender pullback[09:01] How regulation uncertainty is freezing deals[12:05] Major AI releases and market shockwaves[14:34] Stock market reactions and brokerage impacts[17:27] Advice for young professionals entering the workforce[22:17] The “$20 tool” is changing everything[24:20] Enterprise AI vs. individual opportunity[25:49] Geopolitical risks and the Iran conflict[28:53] AI, energy, and the race with China[33:40] Looking ahead to Q2: pipeline and expectations[35:46] Contract volume vs. actual closings[38:10] Austin trends and shifting developer behavior[39:23] Why landowners should consider selling now[41:28] Final thoughts and what’s nextResources and LinksPodcastTexas Land Guys Podcasthttps://dmre.com/Tripp Richhttps://www.linkedin.com/in/tripp-rich-52b35b60https://dmre.com/https://ascentinv.com/https://100xharvest.org/Tom Doschhttps://www.linkedin.com/in/tom-dosch-37263b3b/https://dmre.com/https://ascentinv.com/https://100xharvest.org/Tim Doschhttps://www.linkedin.com/in/tim-dosch-67a07899https://dmre.com/https://ascentinv.com/https://100xharvest.org/