The Ground Game Podcast

Episode 70: The future of land investing: funding, ai, how to level up

Mar 27, 2026
They unpack how deal funding is reshaping land acquisitions and why access to capital is a game changer. They explore AI tools transforming workflows from contracts to financial models. They highlight resilient opportunities like mobile-home developments and small-scale subdivisions. They discuss near-term drivers such as autonomous transport and what it takes to level up in the land market.
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INSIGHT

Mobility Tech Could Inflate Rural Land Values Short Term

  • Clay predicts short-term land value growth driven by mobility tech investments like Uber in Rivian and near-term flying cars enabling rural access.
  • He forecasts a 2–5 year uplift for rural land values as white-collar workers can relocate farther from metros using new transport tech.
INSIGHT

AI Could Shift Demand Toward Affordable Land Products

  • Justin and Clay debate AI's macro impact, noting AI may replace white-collar jobs and could reduce higher-end demand for land long term.
  • Clay emphasizes protection for lower-end owner-financed parcels and mobile-home markets as resilient demand channels.
ANECDOTE

Small Mobile Home Development With Big Returns

  • Clay shared a mobile home development example where parceling one $75K tract into seven or eight lots plus infrastructure yielded a projected high six-figure profit.
  • He pointed to USDA-backed loans and infinite demand at certain price ranges as enabling factors.
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