Boost your passive income portfolio: Macquarie expects these 3 high-yield stocks to outperform

Office tenancy data is recovering across Australia.

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Key points

  • Macquarie Group highlights Mirvac Group, Dexus, and GPT Group as high-yield ASX shares with potential upsides of 17.4%, 17%, and 15.5% respectively, expecting them to outperform due to their strong dividend yields.
  • Mirvac Group offers a 3.90% dividend yield, Dexus at 5.12%, and GPT Group at 4.38%, making them attractive choices for income-focused investors.
  • Office tenancy in Australia is recovering, with Sydney and Brisbane being preferred markets, driving optimism for these high-yield stocks according to Macquarie's analysis of commercial property data.

High-yield ASX shares are an excellent way for income-focused investors to generate a steady stream of passive income.

It might be difficult to search for the right company to invest in, but Macquarie Group Ltd (ASX: MQG) has recently flagged three high-yield stocks it expects will outperform over the next 12 months.

3 high-yield shares to keep an eye on

The broker has assigned an outperform rating and a $2.70 target price to Mirvac Group (ASX: MGR) shares. 

At the time of writing on Thursday morning, the Mirvac share price is up 0.44% to $2.30 per share. For the year, it is 5.02% higher. That means Macquarie's target price represents a potential 17.4% upside for Mirvac Group shares.

Mirvac Group shares currently have a dividend yield of 3.90%.

Macquarie also has an outperform rating and $8.46 target price on Dexus (ASX: DXS) shares. 

At the time of writing, the Dexus share price is 0.28% higher and trading at $7.23 a piece. For the year, the shares are 4.99% lower. The current trading price means the broker's target price of $8.46 represents a potential 17% upside.

Dexus shares currently have a dividend yield of 5.12%.

The third high-yield stock flagged to outperform is GPT Group (ASX: GPT). Macquarie has revealed a $6.26 12-month target price on the shares. 

At the time of writing, the GPT Group share price is flat at $5.42 each. Over the year, the share price has risen 8.4%. This means Macquarie's $6.26 target price represents a potential 15.5% upside for investors over the next 12 months.

GPT Group shares currently have a dividend yield of 4.38%.

Office tenancy is rising again

Macquarie said it has reviewed the 3Q25 JLL commercial property data, which analyses the performance, trends, and outlook of the commercial property real estate market. The broker commented that office tenancy data is recovering across Australia.

"Net absorption [the amount of leased or occupied space] was positive across all major cities and has accelerated at a national level over the past year. Sydney was the strongest over the quarter while Melbourne has seen the greatest improvement over the last 12 months," the broker said.

Analysts added that Sydney and Brisbane are Macquarie's preferred markets, and within Sydney, Sydney core is the preferred precinct because of lower vacancy (~13%). 

Within Brisbane, the Golden Triangle is the preferred market. Melbourne is the least preferred market, and within Melbourne, Docklands is the least preferred precinct, given the high vacancy (~21%). 

"We have also previously analysed the quality of the portfolios, see here. 58% of DXS's portfolio lies within the "core" of the major gateway cities. This compares to 30% for SGP, 24% for GPT and 18% for MGR," Macquarie said.

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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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