What smart money is saying about Mitsubishi Estate
2 funds in our archive have pitched Mitsubishi Estate — most recently Oakmark International Fund in March 2025.
MEL focuses investment on logistics facilities and has as its sponsor Mitsubishi Estate Co., Ltd. (MEC), one of the largest comprehensive developers in Japan.
Fund coverage · 2 theses
- Oakmark International FundMarch 2025
Mitsubishi Estate is well-positioned to benefit from rising rental income in Tokyo's Marunouchi district, supported by Japan’s inflationary shift, while effectively returning capital to shareholders through buybacks and dividends.
Read the full thesis - Orbis Japan EquityMarch 2025
Mitsubishi Estate Corporation is a compelling investment opportunity due to its undervalued real estate portfolio in Tokyo, strong potential for shareholder returns, and improving capital allocation under new leadership.
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