I think this is an incredible ASX dividend stock to buy in October

This passive income stock ticks a lot of boxes.

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Key points

  • Rural Funds Group (ASX: RFF) excels with a diverse array of farming assets across different states and climates, including almonds, macadamias, vineyards, cattle, and cropping, boosting its appeal and reducing risk.
  • The business boasts long-term rental contracts with major tenants like Select Harvests Ltd and Treasury Wine Estates Ltd, providing stable rental income visibility with a weighted average lease expiry of 13.9 years.
  • Offering a strong yield of approximately 6% for FY26, the company's regular rental growth and potential benefits from possible RBA rate cuts make it a compelling choice for ASX dividend stock investors.

Rural Funds Group (ASX: RFF) is one of the most appealing ASX dividend stocks that Aussies can buy, in my view.

It's not a huge business, but the asset exposure it provides is particularly compelling.

It's a real estate investment trust (REIT) that owns farmland, which is quite a different area of the economy from industries such as banking, mining or retail, which are popular picks for dividends.

There are a few reasons why I think it's particularly attractive, which I'll dive into below.

Diversification

The business has a diversified portfolio of farming assets, spread across different states and climatic conditions. Diversification for our portfolios is helpful.

It's particularly compelling how the ASX dividend stock owns different types of farms within its own portfolio including almonds, macadamias, vineyards, cattle and cropping.

Diversification helps reduce risks and allows the business to search for opportunities across a wider range of assets.

Long-term rental income

One of the most appealing features of this business is that it has long-term rental contracts agreed with tenants like Select Harvests Ltd (ASX: SHV) and Treasury Wine Estates Ltd (ASX: TWE).

Long-term rental contracts provide pleasing visibility and locks in significant rental profits for the years ahead.

At 30 June 2025, it had a weighted average lease expiry (WALE) of 13.9 years, which I'd describe as a long time, one of the longest in the REIT sector.

Rental growth for the ASX dividend stock

Another key reason to like the ASX dividend stock is its regular rental growth.The business is benefiting from organic growth with its rental contracts.

Rural Funds has annual indexation with most of its tenants, with the increases in the contracts either linked to inflation or the rises are at a fixed pace.

While the rises aren't huge, it's a significant tailwind for rising rental profits, which is in turn a driver of higher distributions over time.  

Strong yield

Every good ASX dividend stock needs to have a solid dividend yield, otherwise it's not an appealing option for passive income.

The business expects to pay a distribution of 11.73 cents per unit in FY26, which translates into a distribution yield of approximately 6%.

I think that's a very appealing starting yield and I'm expecting distribution growth in the coming years, particularly with the tailwind of lower interest rates, which could help lower interest costs.

RBA rate cuts could also help increase the valuation of the farming properties, there could be at least one more rate cut over the next 12 months.

Motley Fool contributor Tristan Harrison has positions in Rural Funds Group. 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 positions in and has recommended Rural Funds Group. The Motley Fool Australia has recommended Treasury Wine Estates. 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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