EP78 - From outdated to advanced: The rise of modern industrial development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From outdated infrastructure to AI-driven innovation, Bade highlights what investors and developers need to know to navigate the industrial sector’s next chapter.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:
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
Founder and CEO
Ambrose

Omar Eltorai
Director of Research
Altus Group

Cole Perry
Associate Director of Research
Altus Group
Resources
Latest podcasts






Aug 14, 2025
EP73 - CRE’s mid-year earnings themes: Market insights across sectors and players
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.
No representation or warranty (express or implied) is given as to the accuracy, completeness or reliability of the information contained in this publication, or the suitability of the information for a particular purpose. To the extent permitted by law, Altus Group does not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it. The distribution of this publication to you does not create, extend or revive a client relationship between Altus Group and you or any other person or entity. This publication, or any part thereof, may not be reproduced or distributed in any form for any purpose without the express written consent of Altus Group.