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CRE bid and credit intensity gap narrows since May 2026
JLL said the gap peaked in May 2026 and has steadily narrowed, pointing to better alignment between financing availability and transaction execution.
ConnectCRE, citing JLL’s Global Bid and Credit Intensity Indices, said credit markets are supporting CRE transaction velocity as investor conviction grows despite macroeconomic uncertainty. The outlet said lenders are continuing to compete to place capital, which is helping smooth the path from financing to deal execution.
JLL reported that the gap between its bid and credit intensity indices peaked in May 2026 and has steadily narrowed since. The firm said this indicates stronger alignment between financing availability and transaction execution, supporting what it described as a rare combination of deep liquidity, competitive financing, and motivated buyers and sellers.
ConnectCRE said buyers are benefiting from competitive financing terms that remain historically attractive even after recent yield movements, while sellers are seeing more investors with greater certainty of closing. The report also noted that lender competition is producing tangible advantages in deal structuring, pricing, and terms, and that the overall credit environment remains favorable despite recent increases in Treasury and bond yields.
JLL added that it expects the current alignment between liquidity and sales markets could persist through the end of the year, but warned that macroeconomic pressures remain. The firm said decisiveness may increasingly differentiate successful execution from missed opportunities, and it urged investors to watch whether available capital continues to offset elevated bond yields.