According to a recent LinkedIn post from Concentro, the firm sees 2026 as emerging as a particularly attractive entry point in the transferable tax credit market. The post suggests that, following the impact of OBBBA on corporate tax liabilities, buyer demand for 2025 credits has softened, contributing to wider discounts even as overall credit supply remains strong.
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The company’s LinkedIn post highlights that project volumes continue to grow year over year, giving buyers greater ability to be selective on counterparty quality, credit type, and deal structure. It also notes that this combination of attractive pricing, robust supply, and reduced competition may be temporary, as some buyers are reportedly returning to the market while gaining clarity on their 2026 tax positions.
For investors, the post implies that Concentro may be well positioned to intermediate or advise on transactions in a market characterized by favorable pricing and ample inventory. If transaction volumes accelerate as demand normalizes into 2026, that environment could support fee generation and strengthen the firm’s role within the evolving transferable credit ecosystem.
More broadly, the commentary points to a maturing market in which buyer behavior is increasingly driven by tax-planning visibility and risk selection rather than undifferentiated demand. This dynamic could benefit specialized players with structuring expertise and deep project pipelines, and may influence capital allocation decisions for investors exposed to tax credit origination, trading, or advisory services.