Why I'd buy these defensive ASX 200 shares with $10,000

These defensive S&P/ASX 200 Index (ASX: XJO) shares are very appealing to me. I'd very happily put $10,000 into these stocks today.

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Key points

  • In uncertain financial conditions, defensive S&P/ASX 200 shares like Charter Hall Long WALE REIT and Washington H. Soul Pattinson and Co. Ltd are appealing investments for their stable earnings and potential for generating resilient dividends.
  • Charter Hall Long WALE REIT benefits from long-term tenant agreements across diverse sectors, offering strong income visibility. 
  • Soul Patts’ diversified investment portfolio in uncorrelated sectors provides defensive stability and has achieved 27 consecutive years of dividend growth.

At a time of uncertainty, investors could be well-served by looking at defensive S&P/ASX 200 Index (ASX: XJO) shares that could generate resilient earnings and dividends in the current financial conditions.

We can't know how the coming days, weeks, months or years will play out with US tariffs, geopolitical relationships, unemployment rates and so on.

But, businesses that are able to provide stability could be valued highly by investors and also deliver pleasing passive income.

I think Charter Hall Long WALE REIT (ASX: CLW) and Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) are both strong picks with $10,000 based on what I'm pointing out.

Defensive earnings

I'd describe the two above businesses as two of the most defensive businesses around.

Charter Hall Long WALE is a real estate investment trust (REIT) that owns a diversified  portfolio of properties across a number of different sectors including data centres and telecommunication exchanges, pubs and hotels, service stations, Bunnings properties, government-tenanted buildings and so on.

The defensive ASX 200 share's tenants are signed on for a number of years, giving it significant income visibility and security.

The other business I want to highlight is investment conglomerate Soul Patts. Management and the investment team have deliberately built up a defensively–minded portfolio of largely uncorrelated investments.

We're talking about areas like industrial property, building products, telecommunications, resources, financial services, agriculture, a water portfolio, swimming schools, credit and more. Soul Patts likes businesses that are able to generate resilient cash flows and enable the investment company to pay a rising dividend.

Growing dividend income

If a business can continue growing its payout, that could be particularly attractive for investors seeking safety.

Impressively, Soul Patts has grown its annual dividend payout every year since 1998, meaning it has increased its annual dividend for 27 years in a row. It's the longest dividend growth streak on the ASX and is providing investors with significantly more passive income than it was a few years ago. Its FY25 payout translates into a grossed-up dividend yield of 3.8%, including franking credits.

The businesses Soul Patts is invested in are growing themselves, plus the investment conglomerate is regularly adding to its portfolio, growing its earnings potential. Agriculture, credit and swimming schools have been a focus of recent investment dollars.

Charter Hall Long WALE REIT benefits from contracted rental increases with its tenants, with increased linked inflation or they are fixed annual increases.

The REIT expects to increase its annual distribution per unit by 2% in FY26 to 25.5 cents per security, which translates into a forward distribution yield of around 6%.

Benefiting from RBA rate cuts

Both of the defensive ASX 200 shares are in line to be beneficiaries of RBA rate cuts in FY26.

High interest rates have been a headwind for some sectors in recent years, particularly REITs and businesses exposed to the construction sector.

For Charter Hall Long WALE REIT, the rate cuts this year can reduce the cost of debt and increase the value of the property (and send the unit price higher).

Soul Patts recently merged with the business Brickworks, which gave the business significantly increased exposure to building products and industrial property exposure. Rate cuts could increase the value of the industrial properties and boost building product demand.

Investors may also send the share prices of both businesses higher if they're seeking alternative options for passive income.

Motley Fool contributor Tristan Harrison has positions in Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. 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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