• Turnaround timeline reduction: Nexus Select Trust operates 19 malls spanning 11 million square feet under a buy-and-run strategy, having reduced mall rejuvenation times from 12–18 months in phase one to 3–6 months in phase two.
• REIT financial performance: Since listing at 100 in May 2023, the stock has risen 65% to 165, delivering an annual dividend yield of 7–8%, a combined ROI/CAGR of nearly 26%, and a 100% earnings distribution payout.
• Medium-term growth targets: Management plans to double the business over the next 3 to 4 years, with organic expansion from current assets driving 70% of near-term growth and new additions remaining roughly 80% acquisition-led.
• Regional expansion strategy: The trust is targeting underpenetrated retail regions in eastern India, including projects in Kolkata and Guwahati, while partnering with builders for greenfield assets in emerging micro-markets like Dombivli.