Noise vs. signal: Dallas/Fort Worth isn't broken. It's resetting.

"Critics point to softer job growth in 2025 about 18,000 net new jobs in DFW and call it a weakness. That ignores the broader context. Texas added roughly 473,000 jobs statewide over the past year, with DFW accounting for about 40% of that growth. Logistics, aerospace, advanced manufacturing, and data infrastructure are doing the heavy lifting. White-collar tech hiring has normalized after an overheated cycle."

"More importantly, household formation hasn't slowed. It's accelerating. Projections show more than 25,000 new households will form in DFW in 2026 alone. Millennials are in their prime buying years, and Gen Z renters are beginning to cross income and savings thresholds that enable them to move from leases to mortgages. Median household income in DFW is now around $92,000, up more than 5% year over year. That figure matters far more than month-to-month job headlines."

"What the doomsday crowd overlooks is the distinction between a cyclical reset and a structural slowdown. DFW isn't seeing a decline in demand. It's digesting it. History, demographics, infrastructure, and capital flows all point to the same conclusion: 2026 is shaping up to be the year this market reaccelerates. This isn't misplaced optimism. It's the way Texas growth cycles work. DFW adds more people each year than many states."

Dallas/Fort Worth housing is digesting demand rather than experiencing a structural decline. Net migration and demographic momentum remain strong, with roughly 150,000 net new residents annually and sustained population growth. Texas added about 473,000 jobs statewide over the past year, with DFW contributing roughly 40% through logistics, aerospace, advanced manufacturing, and data infrastructure while tech hiring normalizes. Household formation is accelerating, with projections for over 25,000 new households in 2026. Median household income in DFW is near $92,000, up over 5% year-over-year. A significant backlog of young-renter demand exists, supporting near-term housing absorption.

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