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Capital Is Back. The Credit Box Is Still Tight.

May 9, 2026

Capital availability and underwriting standards moved independently this cycle. Lenders have appetite to deploy that they did not have eighteen months ago. The deals they are willing to do at that appetite have not loosened the same way. The gap between those two is where most borrowers are getting surprised right now.

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When a Financing Process Gets Stuck

May 9, 2026

Most stuck financing processes are not a capital availability problem. They are a fit problem. The deal got sent out before the structure was right, or it went to the wrong type of lender, or it went out wide before anyone tested what the market would do. By the time the right lender sees the file, the deal already looks shopped.

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