Updated
Updated · PR Newswire · Aug 25
JLL Says CRE Transactions Revive as July Bidders Hit 2nd-Highest Level
Updated
Updated · PR Newswire · Aug 25

JLL Says CRE Transactions Revive as July Bidders Hit 2nd-Highest Level

3 articles · Updated · PR Newswire · Aug 25

Summary

  • July drew the second-highest number of unique bidders in JLL’s index history, extending a rebound in global commercial real estate deal activity after June posted the strongest monthly bidding improvement in a year.
  • Credit liquidity is driving that pickup: JLL said its Credit Intensity Index reached 112 in July and remains materially above 2021 record highs, showing lenders are still competing harder than buyers.
  • The gap between lender competition and property bidding, which peaked in May, is now narrowing — a sign that abundant financing is increasingly converting into completed transactions.
  • U.S. bond yields remain a key risk because higher borrowing costs are pressuring bid-ask spreads, especially in tightly priced sectors such as multi-housing.

Insights

Despite a massive liquidity surge, why are certain real estate sectors still quietly suffering devastating price declines?
With lenders aggressively fueling a real estate rebound, are we witnessing a healthy recovery or a dangerous debt bubble?
As private credit dominates the market, what hidden risks lie in their heavy reliance on traditional bank funding lines?