3 reasons to add this ASX REIT to your passive income portfolio

A leading expert says the current environment favours buying the ASX REIT for passive income.

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If you're looking to bulk up your annual passive income stream, you may want to have a look into All Ordinaries Index (ASX: XAO) real estate investment trust (REIT) Dexus Convenience Retail REIT (ASX: DXC).

The ASX REIT owns a quality portfolio of Australian service stations and convenience retail assets.

Dexus shares are up 0.8% in afternoon trade today, changing hands for $3.04 apiece. That sees the Dexus share price up 4.5% since this time last year.

While that's not an overwhelming capital gain, Dexus is popular among passive income investors for its juicy dividend yield, and for paying out those dividends on a quarterly basis.

Sanlam Private Wealth's Remo Greco recently ran his slide rule of the ASX REIT (courtesy of The Bull).

Here's what he found.

An ASX REIT to boost your passive income

"This listed REIT owns a portfolio of convenience retail assets and petrol stations, mostly on Australia's eastern seaboard," said Greco, who has a buy recommendation on Dexus shares. "The company's property portfolio includes 91 assets valued at $728 million."

Citing the first reason to buy the ASX REIT, he said, "DXC reported a solid result in fiscal year 2025. Asset revaluations lifted net tangible assets (NTA) to $3.64 a security, an increase of 2.2%."

As for the second reason, Dexus looks to be trading for a bargain at current levels.

"The shares were trading below NTA at $3.09 on August 28," Greco said.

And the third reason Dexus shares are a buy is, of course, the passive income on offer.

"The dividend yield was recently around 6.5% and gradually increasing – a positive when the Reserve Bank of Australia is again considering cutting interest rates," Greco said.

Over the past 12 months, Dexus has paid out four unfranked dividends totalling 20.5 cents a share. At the time of writing, the ASX REIT trades on an unfranked trailing dividend yield of 6.7%.

"DXC is a solid defensive play in the current environment," Greco concluded.

A word from Dexus fund manager

Dexus reported the full-year earnings results (FY 2025) that Greco referred to above on 11 August.

Commenting on those results at the time, Dexus fund manager Jason Weate said:

During FY25, we improved DXC's overall portfolio quality and strengthened our balance sheet through strategic divestments, creating capacity to redeploy capital into higher-returning opportunities.

Today's result demonstrates our ability to deliver on our investment proposition to generate secure and defensive income with embedded growth, supported by prudent capital and active portfolio management.

Shares in the ASX REIT closed up 4.0% on the day the property company reported.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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