Real estate capital is increasingly targeting energy infrastructure, but why now, and what does it mean for traditional investors? 

In this episode, Will Matthews is joined by Nik Potter, Associate in Knight Frank's Capital Markets Insight team, and Flora Harley, Head of Energy and Sustainability Insight, to explore the rationale, the volumes and the returns shaping investment into energy infrastructure. They unpack the three megatrends pulling capital into the sector, and discuss why the fundamentals will feel familiar to traditional real estate investors.

The conversation also looks at the UK's infrastructure investment backlog, the policy backdrop, and how pension reform could unlock significant new capital. Listen for a grounded view on where energy infrastructure fits within the real assets universe.

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Produced by ⁠⁠Rethink Audio⁠⁠.