Where US policy meets global capital.

• The COINS Act (December 2025) expands the Outbound Investment Security Program; Treasury must issue rules by March 13, 2027.
• Treasury's proposed CFIUS Known Investor Program fast-tracks reviews for investors filing 3+ times in 3 years who show distance from adversary countries.

• Global transaction volume rose 18% YoY in Q1 2026 — Asia Pacific +31%, Americas +25%, EMEA −2% (JLL).
• US investment volume reached $110.7B in Q1 2026, up 18% YoY (MSCI).

Capital is returning to US assets at a measurable pace; transaction depth is back for owners weighing a sale. For foreign operators, the Known Investor Program opens a faster lane for repeat allied investors — ahead of COINS Act outbound rules.

• Tariffs continue to shape import timing. NRF projects March 2026 down 12% and April down 7.1% YoY, as 2025 front-loading unwinds.

• May and June 2026 are forecast up 9.3% and 8% YoY — a rebound against the sharp 2025 drop after April 2025 tariff actions (NRF).
• The Port of Los Angeles handled 812,000 TEU in January 2026, down 12% YoY (Port of Los Angeles).

Monthly swings reflect the 2025 baseline more than new demand; the underlying signal is a 2% half-year decline. For foreign operators building US distribution, capacity is available and timing is tariff-driven. For logistics-asset owners, normalization — not collapse — frames the leasing case.

• On May 5, 2026, DHS sent a final rule to OMB ending Duration of Status for F-1, J-1, and I holders, capping admission at four years or the I-20 length, whichever is shorter (ICEF Monitor).
• The rule cuts the post-completion grace period from 60 to 30 days (ICEF Monitor, NAFSA).

• Longer doctoral or medical programs would need extensions before stay expires; language programs carry a 24-month maximum (ICEF Monitor).
• The rule is expected to apply to new students arriving September 2026, effective 60 days after Federal Register publication.

A fixed term changes planning horizons. For foreign education operators and families, multi-year programs now carry an extension step that did not exist before. For US institutions and education-asset owners, enrollment modeling must account for a 30-day grace window and front-loaded September 2026 applications.