Austin Real Estate Deep Dive
A follow-up to the Austin M&A tracker. Seventeen real estate deals classified by asset class, buyer type, and submarket; the patterns that actually matter.
stack: Python, pandas, matplotlib, Typst
Of the 43 verified Austin MSA deals in the M&A tracker, 17 are real estate. This paper classifies them by asset class, buyer type, and submarket, and reads what the dataset actually says about who is allocating capital in Austin in 2025 and early 2026.
Latest
The standout pattern is three different institutional sponsors entering UT-adjacent student housing in three consecutive months. Office is bifurcated between one trophy trade and two undisclosed private deals. The single most underrated print is a 180-acre Bastrop land buy by EdgeConneX, which is data center capital pricing the ERCOT load-growth thesis into raw land. Essay at /essays/2026-austin-re-deepdive.
Status
Shipped. v2 will pair this with the live Echo Apartments underwriting model and the Continental Realty and Bell Partners comps to make a three-deal side-by-side multifamily paper.