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  • EP78 - From outdated to advanced: The rise of modern industrial development



    25 Sep 2025

    Industrial real estate is transforming, and fast. Aasif Bade, founder and CEO of Ambrose, shares his journey, his firm’s conviction for modern industrial developments, and why staying ahead of technology and global supply chain changes is crucial.

    From outdated infrastructure to AI-driven innovation, Bade highlights what investors and developers need to know to navigate the industrial sector’s next chapter.


    Resources mentioned:

    Ambrose

    Aasif Bade

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    Key moments

    • 01:21 Guest introduction: Aasif Bade

    • 01:54 Founding Ambrose: A journey

    • 04:53 People-first philosophy

    • 05:49 Ambrose's core investment strategy

    • 07:55 Pivot to industrial focus

    • 10:39 Fundraising and investor insights

    • 15:35 Current industrial market trends and challenges

    • 29:24 Technological advancements in warehousing

    • 32:25 Future trends and reshoring


    Our guest and hosts

    Aasif Bade's Profile
    Aasif Bade

    Founder and CEO

    Ambrose

    People - Omar Eltorai's Profile
    Omar Eltorai

    Senior Director of Research

    Altus Group

    Cole Perry's Profile
    Cole Perry

    Associate Director of Research

    Altus Group

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    Disclaimer


    This publication has been prepared for general guidance on matters of interest only and does not constitute professional advice or services of Altus Group, its affiliates and its related entities (collectively “Altus Group”). You should not act upon the information contained in this publication without obtaining specific professional advice.

    A number of factors may influence the performance of the commercial real estate market, including regulatory conditions and economic factors such as interest rate fluctuations, inflation, changing investor sentiment, and shifts in tenant demand or occupancy trends. We strongly recommend that you consult with a qualified professional to assess how these and other market dynamics may impact your investment strategy, underwriting assumptions, asset valuations, and overall portfolio performance.

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