Buy 14,286 shares of this top dividend stock for $200 per month in passive income

This investment could deliver investment income in the coming years.

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Key points

  • Centuria Industrial REIT offers a robust dividend yield of nearly 5% for FY26, appealing to investors seeking steady passive income.
  • The REIT boasts significant growth potential with strong rental outcomes, including a new Tesla lease offering a 133% re-leasing spread and opportunities for higher-use developments like data centres.
  • Trading at a discount of over 10% based on its net tangible assets, Centuria Industrial REIT presents a compelling value buy for dividend-focused investors.

There are a number of compelling top dividend stocks that Aussies can buy for sizeable and growing passive income.

Rising dividends are one of the most important aspects I want to see because that's the sign of a growing business; it can help offset (and outpace) inflation and deliver more cash to our bank account each year.

The top dividend stock I want to highlight today is Centuria Industrial REIT (ASX: CIP), a real estate investment trust (REIT) that owns a portfolio of industrial properties across Australia.

How to make $200 per month of passive income

Receiving regular passive income is very rewarding due to its ease. Once the shares are bought, we don't need to do any additional work for those payments.

The Centuria Industrial REIT doesn't pay monthly, but it does pay quarterly. I think it's better to think of it as an annual income goal and then divide that figure by 12. To generate $200 of monthly passive income, we're talking about $2,400 of annual income.

The business expects to pay an annual distribution per unit of 16.8 cents. That translates into a future distribution yield of close to 5% for FY26.

I think that's a solid starting point and represents a year-over-year increase of 3% compared to the FY24 payout. That level of growth is pleasing to see.

To receive $2,400 in annual passive income, an investor would need to own 14,286 shares of Centuria Industrial REIT.

Why this is an appealing time to buy into the top dividend stock

The business continues to generate strong rental outcomes for investors. For example, it recently signed a new 10-year lease with Tesla, which provided a 133% re-leasing spread for the Derrimut, Victoria asset. In other words, the new rental income is 133% higher than the old contract, boosting future rental profits.

Centuria Industrial REIT also recently pointed out that there's an opportunity to capture value from some underutilised space, such as the REIT's well-connected data centre in Clayton, Victoria. This site has the potential for a second data centre next to the Telstra Group Ltd (ASX: TLS) data centre of up to 40MW.  

During the last quarter, it also exchanged sale contracts to divest a property in Bundamba, Queensland, for $11.8 million, which was a 10% premium to the value stated at June 2025.

The REIT's fund manager, Grant Nichols, said:

CIP continues to achieve strong outcomes across its portfolio relating to leasing, capital transactions and value add initiatives.

The ability to deliver these results is credited to CIP's portfolio being concentrated in Australia's urban infill markets where tenant demand is strongest, vacancy is low and supply is constrained. These urban infill assets provides multiple future opportunities for alternative, higher-use developments such as data centres and residential schemes.

The top dividend stock reported net tangible assets (NTA) of $3.92 per unit at 30 June 2025, so at the time of writing, it's trading at a discount of more than 10%, which I think is very appealing.

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 Tesla. The Motley Fool Australia has positions in and has recommended Telstra 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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