The Texas Myth is Dead

Podcast: Commercial Real Estate Investment Conference Podcast (CREIC) · Commercial Real Estate Investment Conference

Opublikowano: 2026-10-13

The Texas growth story everyone's been betting on just flipped. Population growth halved last year. Immigration from 355k down to 167k. Domestic migration at 20-year low. Austin losing people. Dallas Fed downgraded job forecast to 1.2%. Companies moved for cheap labor that doesn't exist anymore. The housing shortage isn't in Texas—there's plenty there. The shortage is where people actually want to live. The bet that worked from 2020 to 2023 is done. Smart money already moved. This episode breaks down where growth really went and what it means for capital deployment right now.