On my radar

DFW

The North Texas submarkets I’m watching, with real opportunities behind every pin — not a listings map, a working view of where I’m spending my attention.

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Independent research · source linked

DFW industrial, by source

Compare the published figures directly. Each publisher uses its own inventory and vacancy definitions, so read the underlying report before using a number in a deal.

Economic context

Dallas Fed headlines, kept separate from broker market measurements.

Dallas Fed feed

Wondering what a market shift means for your property? Talk it through with Jordan.

10-Yr Treasury5.13%▲ +42 bp 3MSOFR3.88%▲ +24 bp 3M30-Yr Mortgage7.32%▲ +74 bp 3MFed Funds3.75%▲ +12 bp 3M10Y–2Y Curve0.31%▼ −5 bp 3MIG Credit Spread0.88%▲ +9 bp 3MCRE Loan Delinquency1.53%▼ −3 bp 3MDFW Jobs (YoY)0.84%▼ −0.5 pts 3MDFW Unemployment4.20%▲ +0.2 pts 3MCRE Prices (YoY)6.58%▲ +5.5 pts 3MWarehousing Prices (YoY)4.35%▼ −0.6 pts 3MConstruction Materials (YoY)11.03%▲ +2.1 pts 3M
Market pulse

Where DFW is under pressure — and where it’s opening up.

Live rates, credit and North Texas economic data, read the way I read it for clients. Updated as new data is published.

10-Yr Treasury
5.13%
+42 bp in 3 months
SOFR
3.88%
+24 bp in 3 months
DFW Jobs (YoY)
0.84%
−0.5 pts in 3 months
Construction Materials (YoY)
11.03%
+2.1 pts in 3 months

Under pressure

Borrowing costs are climbing

+42 bp / 3 mo

The 10-year Treasury is at 5.13%, up +42 bp in three months. Higher rates squeeze buyers who rely on debt and put pressure on pricing.

Who should pay attention: Owners with loans maturing in the next 18 months; buyers who need financing.

Talk through what this means for you

Opening up

DFW is still adding jobs

+0.8% jobs YoY

Dallas–Fort Worth employment is up 0.8% from a year ago. More jobs means more businesses needing space.

Who should pay attention: Landlords with vacancy; investors looking at long-term demand.

Talk through what this means for you

Building new is getting more expensive

+11.0% YoY

Construction material prices are up 11.0% year over year. When new supply costs more, existing buildings look relatively cheaper.

Who should pay attention: Buyers comparing an existing building to a build-to-suit; owners of entitled land.

Talk through what this means for you

Warehouse demand is holding up

4.4% YoY

What warehouse operators charge is up 4.4% year over year — a read on how busy logistics space is.

Who should pay attention: Industrial owners and investors.

Talk through what this means for you

Source: Federal Reserve Bank of St. Louis (FRED), data through October 22, 2026. Treasury, SOFR, mortgage, credit-spread and DFW labor data from the U.S. Treasury, NY Fed, Freddie Mac, ICE BofA and BLS via FRED. Market commentary is general information, not investment advice.

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Each pin reflects real opportunities in that submarket today.