According to a recent LinkedIn post from Concentro, the firm sees 2026 as a potentially attractive entry point in the transferable tax credit market. The post suggests that, following recent tax law changes referred to as OBBBA, lower corporate tax liabilities may be reducing aggregate buyer demand for 2025 credits, contributing to wider discounts.
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The company’s LinkedIn post highlights that, despite softer demand, credit supply remains strong as project volumes continue to grow year over year. This dynamic appears to be giving buyers greater selectivity in terms of counterparty quality, credit type, and deal structure, which could influence pricing power and risk-adjusted returns.
According to the post, current discounts are described as among the best since the market’s inception, implying potential near-term value opportunities for well-capitalized or tax-efficient buyers. If these conditions persist, investors active in transferable credits could secure favorable terms, though the post also implies that such conditions may be transitory.
The post further notes that some buyers are already returning as they gain clarity on their 2026 tax positions and as the market recalibrates. For Concentro, positioning itself as an interpreter of these market dynamics and directing readers to a detailed market update may enhance its role as an intermediary or advisor, potentially supporting deal flow and strengthening its standing in the evolving tax credit ecosystem.