Traditional commercial real estate investors are significantly widening their investment universe to encompass real assets, with infrastructure – particularly energy infrastructure – moving to the forefront of capital deployment strategies, according to new research from Knight Frank.
The global property consultancy’s latest report, From Real Estate to Real Assets: Infrastructure in the spotlight, reveals that nearly a quarter (24 percent) of real estate investors surveyed either have or expect to have infrastructure exposure by the end of 2026. Among larger investors, this figure rises to over a third by Assets Under Management (AUM), representing a meaningful allocation of capital as a complementary strategy to traditional real estate holdings rather than a structural rotation away from property.
Energy security has fundamentally shifted from an ope
