CBA is a great company, but I think this ASX stock is a better investment

This business has more attractive features than CBA.

| More on:
A woman wearing glasses and a black top smiles broadly as she stares at a money yarn full of coins representing the rising JB Hi-Fi share price and rising dividends over the past five years

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Commonwealth Bank of Australia (ASX: CBA) offers stable dividend yields linked to the Australian economy, but Charter Hall Long WALE REIT (ASX: CLW) presents a more diversified investment option.
  • Charter Hall Long WALE REIT provides resilient exposure through a diversified property portfolio with notable tenants and a 99.9% occupancy rate.
  • With a forward distribution yield of approximately 6% and benefiting from property income growth, the REIT offers a compelling alternative for passive income compared to CBA’s 4.25% yield including franking credits.

Commonwealth Bank of Australia (ASX: CBA) is one of the leading ASX stocks in its industry, if not the outright leader. But, there are a few businesses that look more appealing to me such as Charter Hall Long WALE REIT (ASX: CLW).

The real estate investment trust (REIT) can provide investors with the stability they may be searching for with CBA stock.

CBA has a reputation for a solid dividend yield, a growing payout and a connection to the Australian economy. The business ticks all of the boxes, in my view.

Let's start with its exposure to the Australian economy, so I can explain what the ASX stock does.

Diversified exposure to the Australian economy

A REIT allows investors to gain exposure to a property portfolio. I'd describe the Charter Hall Long WALE REIT as the most diversified option available to Australians.

It's invested across a number of areas including hotels and pubs, government tenants (such as Geoscience Australia), data centres and telecommunications, service stations, grocery and distribution, food manufacturing, waste and recycling, Bunnings properties and more.

While CBA provides loans across the Australian economy, the REIT doesn't come with bad debt risks. I think Charter Hall Long WALE's operating earnings are more defensive than CBA's in some ways.

The REIT has a number of listed tenants including Endeavour Group Ltd (ASX: EDV), Telstra Group Ltd (ASX: TLS), BP, Coles Group Ltd (ASX: COL), Metcash Ltd (ASX: MTS), Wesfarmers Ltd's (ASX: WES) Bunnings, Westpac Banking Corp (ASX: WBC) and Myer Holdings Ltd (ASX: MYR).

The business said it's focused on key defensive tenant industries, which are resilient to economic shocks. It has a 99.9% occupancy rating and a weighted average lease expiry (WALE) of around 9 years.

Solid dividend yield

The ASX stock expects to pay a distribution per unit of 25.5 cents in FY26.

That means the forward distribution yield is currently approximately 6%, which is comfortably above what passive income levels CBA are offering investors.

According to the (independent) forecasts on Commsec, Commonwealth is projected to pay an annual dividend per share of $5.25. That translates into a grossed-up dividend yield of 4.25%, including franking credits.

There's a noticeable difference between the yields of both businesses.

Passive income growth

Now that the interest rate has reduced, the operating environment for REITs is becoming easier because of the reduced cost of debt as well as the boost to property values.

The ASX stock is benefiting from regular rental increases across its property portfolio. In FY25, it reported like-for-like property income growth of 3%. Some rental contracts are linked to inflation, while others see fixed annual increases.

Ongoing rental growth can boost operating earnings of the business, which in turn helps fund a higher distribution for the ASX stock.

Motley Fool contributor Tristan Harrison 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 Wesfarmers. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended Myer and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Share Market News

Business people discussing project on digital tablet.
Broker Notes

Buy, hold, sell: BHP, DroneShield, and Santos shares

How do brokers rate these popular shares? Let's find out.

Read more »

Australian dollar notes and coins in a till.
Opinions

Where I'd invest in ASX shares if the RBA increases the interest rate

Here’s where I’d look for opportunities if the RBA rate rises.

Read more »

A man holds his head in his hands after seeing bad news on his laptop screen.
Share Gainers

These were the worst-performing ASX 200 shares in January

Investors were selling off these shares in January. But why?

Read more »

The letters ETF with a man pointing at it.
ETFs

2 ASX ETFs I'd buy amid the AI sell-off

These funds look like great buys today.

Read more »

A man in a hard hat and high visibility vest speaks on his mobile phone in front of a digging machine with a heavy dump truck vehicle also visible in the background.
Share Market News

Zimplats quarterly earnings: production up, costs down, projects on track

Zimplats posted higher 6E production and stable costs in its latest quarterly earnings report, with projects proceeding as planned.

Read more »

Three miners stand together at a mine site studying documents with equipment in the background
Share Market News

Deterra Royalties posts higher Q2 revenue as MAC iron ore shines

Deterra Royalties lifted December quarter earnings as MAC iron ore royalties rose and its Thacker Pass lithium project advanced.

Read more »

Man looking happy and excited as he looks at his mobile phone.
Share Gainers

These were the best-performing ASX 200 shares in January

Let's see why investors were bidding these shares higher during the month.

Read more »

Man holding out $50 and $100 notes in his hands, symbolising ex dividend.
Dividend Investing

2 ASX shares to buy with dividend yields above 9%

These stocks offer investors huge yields. I like them a lot.

Read more »