Forget term deposits and buy these ASX dividend shares

Analysts are feeling positive about these income options.

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Key points

  • Centuria Industrial REIT offers a solid dividend yield with a focus on blue-chip tenants in logistics and e-commerce, backed by UBS's buy rating and potential for appreciation with a price target of $3.95.
  • For those eyeing robust dividend returns, GQG Partners stands out with expected yields over 9% in the upcoming years, as Macquarie encourages investors to capitalise on its current dip with an outperform rating.
  • HomeCo Daily Needs REIT presents a stable investment with consistent yields from convenience-based retail centres, supported by a positive outlook and UBS's buy rating, offering a 6.4% to 6.5% yield for future years.

With interest rates taking a tumble this year and more cuts potentially on the way next year, the allure of term deposits has been fading for income investors.

But don't worry because the Australian share market is home to plenty of ASX dividend shares that offer far more attractive yields.

For example, brokers think the three shares listed below could be buys this month. They are as follows:

Centuria Industrial REIT (ASX: CIP)

The first ASX dividend share that could be a buy is Centuria Industrial REIT.

It is one of Australia's leading industrial real estate companies. Its portfolio includes major distribution hubs that are leased to blue-chip tenants in e-commerce, manufacturing, and logistics.

UBS is positive on the company's outlook. It is forecasting dividends per share of 16.8 cents in FY 2026 and then 17.9 cents in FY 2027. Based on its current share price of $3.47, this equates to dividend yields of 4.8% and 5.2%, respectively.

The broker has a buy rating and $3.95 price target on its shares.

GQG Partners Inc. (ASX: GQG)

Another ASX dividend share is GQG Partners. It is a US-based fund manager with approximately US$167 billion under management.

Macquarie remains positive on the company and thinks investors should be buying the dip in its share price this year. Especially given the big dividend yields on offer with its shares.

It is forecasting the equivalent of dividends per share of 22.6 cents per share in FY 2025 and then 22.9 cents per share in FY 2026. This represents dividend yields greater than 9% for both years.

Macquarie has an outperform rating and $2.50 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

A third ASX dividend share that could be a buy instead of term deposits is the HomeCo Daily Needs REIT.

It is a real estate investment trust (REIT) that focuses on convenience-based retail centres such as supermarkets, pharmacies, medical clinics, and pet stores. These are assets with stable tenants and long leases.

UBS is also positive on this one. It expects the company to pay dividends of 8.6 cents per share in FY 2026 and then 8.7 cents per share FY 2027. Based on its current share price of $1.34, this would mean dividend yields of 6.4% and 6.5%, respectively.

The broker currently has a buy rating and $1.53 price target on its shares.

Motley Fool contributor James Mickleboro has positions in Gqg Partners. 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 Australia has recommended Gqg Partners and HomeCo Daily Needs REIT. 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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