M
itsubishi is shifting a large portion of its real‑estate holdings from the United States to the United Kingdom, citing volatility in the U.S. market and using British assets as a hedge. The move signals growing unease among investors who once considered U.S. property a safe haven, as policy uncertainty, regulatory risk and capital‑control changes erode confidence. It coincides with a 21% decline in U.S. foreign direct investment, which fell to $52.8 billion in Q1 2025. The reallocation by a marquee firm like Mitsubishi reflects a belief that U.S. real estate no longer offers the same policy safety margin. As institutional capital from Japan, Europe and Asia diverts to other markets, the U.S. may still attract investors but will likely lose its status as the default safe harbor. Markets with clear regulation and resilience to policy swings will draw the bulk of remaining global capital. Bloomberg