Tait Duryea sits down with Ben Fraser and Dan Schulte of Aspen Funds to unpack why industrial real estate is entering a new growth cycle driven by reshoring, supply chain risk, and shifting global trade. They explain how the Industrial Growth Fund targets raw land along the I-35 corridor, capturing value through entitlements, development, and strategic exits. From Kansas City’s “Golden Triangle” to Wichita’s industrial resurgence, this episode breaks down why smaller, flexible facilities are outperforming mega-warehouses and how investors can participate earlier in the value creation process.

Show notes:
(00:00) Industrial Growth Fund Overview
(03:42) Why Global Supply Chains Are Shifting
(05:35) Reshoring And Industrial Demand Surge
(08:25) Why The Midwest Is Winning
(10:18) Why Start With Raw Land
(13:47) Kansas City’s Golden Triangle
(17:58) Infrastructure, Labor, And Tax Advantages
(22:29) Multiple Exit Paths Explained
(26:28) Assets Already Inside The Fund
(36:01) How And When To Invest

Turbine Capital Private Podcast:
Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d
Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026

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