Portfolio

Infrastructure

Distributed energy generation and carbon management embedded within the real asset portfolio, creating additional revenue layers and verifiable environmental impact.

Portfolio Companies

Energy & Carbon

Sanufa

Sanufa Energy

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Distributed energy generation embedded within the KRAIF residential portfolio. Sanufa aggregates rooftop solar installations into a virtual power plant, delivering affordable clean energy to tenants while generating institutional-grade returns through grid export and avoided energy costs.

  • Virtual power plant aggregating distributed solar across the portfolio
  • Community energy model reducing tenant energy costs
  • Grid export income diversifying revenue beyond rental yields

Klarbon

Klarbon

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Carbon measurement, verification, and monetisation across the Kennis portfolio. Klarbon tracks embodied carbon, operational emissions, and retrofit-driven savings, converting verified carbon reductions into tradeable credits on regulated and voluntary markets.

  • Automated carbon accounting at property and fund level
  • Verified carbon credits from EPC upgrade programmes
  • Portfolio-wide emissions tracking aligned with TCFD and SFDR frameworks

Revenue Model

Infrastructure as a Revenue Layer

Within the Kennis Capital four-layer revenue model, infrastructure companies generate income beyond traditional rental yields. Energy generation and carbon credits represent the second and third revenue layers, transforming every property from a single-income asset into a multi-stream investment.

Energy Revenue

On-site solar generation, battery storage, and grid export create a second income stream from every property in the portfolio, reducing tenant energy costs while generating returns for investors.

Carbon Revenue

Verified carbon reductions from EPC upgrades and energy efficiency improvements are converted into tradeable credits, creating a third income layer aligned with the UK's net-zero trajectory.

Explore Our Decarbonisation Strategy

Energy infrastructure and carbon management are integral to the Kennis investment thesis. Learn how decarbonisation drives both impact and financial performance.