We don't necessarily need to be able t access the income immediately for it to be a good investment – it could be a great asset because of earnings stability and the more consistent returns that it delivers year to year.

Considering superannuation has a lower tax rate, there's less of a drag on after tax passive income returns compared to investments outside of super for a full-time working Australian.

Plenty of investors can invest in passive income assets through self-managed superannuation funds (SMSFs). Other super funds also offer the ability to invest in areas such as S&P/ASX 300 Index (ASX: XKO) shares – there are plenty of options within that index for income.

How to generate $2,500 of monthly passive income from superannuation

Each investor's situation will be different, so there's no one-size-fits-all approach that I can outline to say what the net income would be. Therefore, I'll focus on the gross income, before taxes and costs.

Generating $2,500 of monthly passive income equates to $30,000 per year.

The amount required to be invested would depend on the dividend yield (or interest rate) of the investments.

For example, if someone had $1 million invested with a 3% dividend yield, that would generate $30,000 of annual income.

But, with a larger dividend yield, an investor wouldn't need as much in superannuation to create that same level of annual/monthly passive income.

For example, with a 4% dividend yield, an investor would need $750,000.

A 5% dividend yield suggests investors would need a $600,000 portfolio.

If the dividend yield were 6% then it would require just a $500,000 portfolio.

Where I'd invest for a high yield

If I were looking for investments to unlock a high level of monthly passive income, I'd focus on businesses with a good dividend yield.

I'd look at names like MFF Capital Investments Ltd (ASX: MFF), L1 Long Short Fund Ltd (ASX: LSF), WCM Global Growth Ltd (ASX: WQG), Charter Hall Long WALE REIT (ASX: CLW), Centuria Industrial REIT (ASX: CIP), Rural Funds Group (ASX: RFF), Universal Store Holdings Ltd (ASX: UNI) and Hearts and Minds Investments Ltd (ASX: HM1).

But, I wouldn't want to forget about somewhat lower-yielding businesses that have a track record of regular dividend growth as well as attractive capital growth.

The post How much is needed in superannuation to target a $2,500 monthly passive income? appeared first on The Motley Fool Australia.

Investing in a house as an investment property likely means being negatively geared if a loan funds a large majority of the purchase. In other words, investors are making a cash flow loss each year, so the investor would need to fund that loss from their own personal finance budget.

On the other hand, there are ASX shares with exposure to real estate that can deliver solid capital growth and very attractive passive income. Let me tell you about two of my favourite ways to tap into the real estate theme on the ASX.

Centuria Industrial REIT (ASX: CIP)

Industrial property is a good place to invest in, given the rising value of land and growing demand for those sorts of facilities. I think one of the most important things that makes a good real estate investment is the potential for rental growth, which should drive the long-term value of property.

Industrial property is in demand because of growing usage of online shopping, refrigerated facilities for food and medicine, and rapid growth of data centres. A rising population is also a useful tailwind for the industrial space.

Another positive for this ASX share is the lack of industrial property supply, which has helped lead to an incredibly low vacancy rate across Australia's cities.

All of the above is helping the business drive its rental income higher. In the FY26 half-year result, the business reported like-for-like net operating income (NOI) growth of 5.1%.

In the coming years, the ASX share could see significant rental growth as contracts come up for renewal because the portfolio has a 20% average under-renting as of HY26, thanks to significant market rental growth in the last few years.

In terms of the positive passive income, Centuria Industrial REIT is projected to pay an annual distribution of 16.8 cents per unit. That translates into a forward distribution yield of 5.6%, at the time of writing.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

The other ASX share I want highlight as an option that gives exposure to real estate is Soul Patts, an investment conglomerate.

It has a diversified portfolio across various sector, but arguably its biggest exposure is to property, with different investments.

The business reported that at the end of the first half of FY26, its portfolio value – the net asset value (NAV) – was $13.8 billion.

Soul Patts now owns the entirety of the Brickworks business, Australia's largest bricks manufacturer, as well as a number of other building products such as masonry. On top of that, the acquisition gave it ownership of Brickworks' multi-billion portfolio of industrial property assets.

The ASX share now owns investments in distribution centres, manufacturing buildings, data centres, land held for development, agriculture and retirement living.

On the returns side of things, Soul Patts reported in the HY26 result its NAV has seen a compound annual growth rate (CAGR) of 11.1% between HY23 and HY26.

Impressively, Soul Patts has increased its regular annual dividend per share every year since 1998 and it currently offers a grossed-up dividend yield of 3.6%, including franking credits, at the time of writing.

The post 2 ASX shares I'd much rather buy than an investment property appeared first on The Motley Fool Australia.

But, I wouldn't choose to buy an ASX discretionary retail share when the economy is booming. Economic conditions are likely to change at some point.

There are a few names, particularly listed investment companies (LICs), that I've highlighted as opportunities in the past that could be good buys in any market.

But, I also want to highlight a business in the real estate investment trust (REIT) sector which has strong, ongoing rental demand – it's not cyclical. I'd be willing to invest in it in any market, particularly right now.

Centuria Industrial REIT (ASX: CIP)

This ASX dividend stock is focused on owning a portfolio of industrial properties across Australia. Those properties are in a few different areas including distribution centres (42% of the portfolio), manufacturing and production (24%), transport logistics (14%) and data centres (12%).

The ASX dividend stock has a number of high-quality tenants, with 92% of those being listed, multinational or national tenant customers. Some of its largest tenants by rental income include Telstra Group Ltd (ASX: TLS), Woolworths Group Ltd (ASX: WOW), Arnott's, AWH, Visy and Fantastic Furniture.

Pleasingly, its income is locked in for a long time – in the FY26 half-year result, it reported a weighted average lease expiry (WALE) of around seven years. That income visibility and security give me confidence that this is a good business to own for the long term.

There are a number of tailwinds that are helping sustain and grow the rental potential and underlying value of the properties.

Those tailwinds include a growing Australian population, increasing e-commerce adoption, fresh food and pharmaceutical demand (for refrigerated space), increasing data centre, a high cost (and limited supply) of building additional industrial properties, and onshoring of supply chains.

The ongoing growth of demand is helping push up its rental earnings. In the HY26 period, it saw 5.1% like-for-like net operating income (NOI) growth, which I'd describe as very compelling growth for a REIT.

Great time to buy in the ASX dividend stock

The ASX dividend stock is expecting to grow its distribution per unit by 3% in FY26 to 16.8 cents, which translates into a distribution yield of 5.7% at the time of writing.

If the interest rate decreases and the REIT unit price increases, I think it would be just as compelling to buy, because a lower yield would still seem attractive to me (with growth potential) compared to what we could get from a bank account.

It's currently trading at a discount of around 25% to the net tangible assets (NTA) of $3.95 as at 31 December 2025. This looks like a great time to invest, in my view.

The post I'd buy this ASX dividend stock in any market appeared first on The Motley Fool Australia.

But which ones could be buys in April?

Let's look at three that analysts are currently recommending as buys to their clients. They are as follows:

Centuria Industrial REIT (ASX: CIP)

UBS thinks that Centuria Industrial REIT could be a top ASX dividend share to buy in April.

It is an industrial property company that owns a portfolio of high-quality industrial assets that is situated in urban infill locations throughout Australia and is underpinned by a quality and diverse tenant base.

UBS believes the company is positioned to pay dividends per share of 17 cents in FY 2026 and in FY 2027. Based on its current share price of $2.96, this would mean dividend yields of 5.75%.

The broker also sees 15% upside with its buy rating and $3.40 price target.

Sonic Healthcare Ltd (ASX: SHL)

Another ASX dividend share that could be a top buy in April is Sonic Healthcare.

It is a leading pathology and diagnostic imaging provider with operations across Australia, Europe, and the United States.

The team at Bell Potter is positive and thinks it could be a great option. This is based on its belief that the company's performance is about to improve meaningfully. The broker highlights that this is expected to be "driven by right sizing the business, the impact of acquisitions in FY24 and normalising organic operations post COVID."

With respect to dividends, Bell Potter is forecasting Sonic Healthcare to pay dividends per share of $1.09 in FY 2026 and then $1.11 in FY 2027. Based on its current share price of $20.53, this represents dividend yields of 5.3% and 5.4%, respectively.

Bell Potter has a buy rating and $28.75 price target on its shares, which implies potential upside of 40%.

Universal Store Holdings Ltd (ASX: UNI)

A third ASX dividend share that could be a top pick for income investors in April is Universal Store.

It is the youth fashion retailer behind the eponymous Universal Store brand, as well as Thrills and Perfect Stranger.

Morgans believes the company's positive form can continue and expects this to underpin further dividend increases.

It is forecasting fully franked dividends of 41 cents per share in FY 2026 and 46 cents per share in FY 2027. Based on its current share price of $7.32, this equates to dividend yields of 5.6% and 6.3%, respectively.

Morgans has a buy rating and $10.60 price target on its shares. This implies potential upside of 45% for investors.

The post 3 cheap ASX dividend shares offering 5% to 6% yields (and major upside) appeared first on The Motley Fool Australia.

I've talked a lot about names like Tuas Ltd (ASX: TUA), Temple & Webster Group Ltd (ASX: TPW), and Pinnacle Investment Management Group Ltd (ASX: PNI) as being a great buying opportunity.

But there are also names in other sectors I'm heavily eyeing off that look like they're trading at great value. It's the current conditions and valuations that make these businesses look particularly compelling.

Soon enough, I'll likely invest in one of the following ASX 300 shares.

Centuria Industrial REIT (ASX: CIP)

Of the two names I'm going to talk about in this article, I think I'm more likely to invest in this real estate investment trust (REIT).

It owns a portfolio of industrial property across Australia, which is exposed to strong rental growth tailwinds. At the time of writing, the Centuria Industrial REIT unit price has dropped by 18% from October 2025, making it much better value and close to the lowest point of the past five years.

The ASX 300 share is now trading at a 26% discount to the net tangible assets (NTA) of $3.95 as at 31 December 2025. While higher interest rates do justify a weakening of the unit price, I think the decline has been overdone, considering the tailwinds it has.

There are a number of areas that are driving higher demand for industrial space, including a growing population, online shopping adoption, more data centres, logistics requirements, and refrigerated space needs (for food and medical products).

The business reported in the first half of FY26 that its like-for-like net operating income (NOI) grew by 5.1%. I'm expecting further solid growth as more of its portfolio comes up for lease renewal – it noted that its portfolio is under-rented by roughly 20%, meaning there's a lot of future operating earnings growth potential there.

Centuria Industrial REIT believes that growing tenant demand and constrained supply are expected to drive the national vacancy to less than 2% by 2030, providing further strong market rental growth.

As a bonus, it has a FY26 distribution yield of 5.7%.

Rural Funds Group (ASX: RFF)

Rural Funds is a farmland REIT that owns a variety of properties, including cattle, almonds, macadamias, vineyards, and cropping.

While farmland demand isn't growing as strongly as industrial property, there is still growing demand for food as the national and global population grows.

The ASX 300 share benefits from rising rental income, with farms having contracts with annual indexation that's either at a fixed rate or linked to inflation.

Farmland is an important asset for humanity, and I think that will continue to be the case for many years to come. Rural Funds looks very undervalued to me, as it's trading at a 35% discount to its adjusted net asset value (NAV) of $3.10 as of 31 December 2025.

As a bonus, its FY26 distribution translates into a distribution yield of 5.8%.

The post 2 ASX 300 shares I'm close to buying next! appeared first on The Motley Fool Australia.

The S&P/ASX 200 Real Estate (ASX: XRE) index has dropped more than 14% year to date. 

For comparison, the S&P/ASX 200 Index (ASX: XJO) is up 3% in the same period. 

Despite the fall, real estate remains an important part of the Australian economy. 

Real estate activities (including renting, buying, selling, and property services) make up a significant share of Australia's GDP.

Right now, there appears to be opportunity for investors to buy low on real estate shares and REITs.

The team at Bell Potter recently provided updated guidance on the sector. 

Here is where the broker sees opportunity. 

Little delineation last week 

In Monday's report, the broker said there was little delineation between REITs and the broader ASX 200 last week (-0.5%). 

However REITs are now -15% vs. XJO 3mths rolling and as our strategy team points to, it has been the key sector underperformer vs all others since start of the Middle East conflict.

We are positive low future supply, strong fundamentals sub-sectors though (retail particularly non-discretionary; industrial) – Buy Region Group (ASX: RGN), Centuria Industrial REIT (ASX: CIP) Dexus Industria REIT (ASX: DXI). 

Here's how these stocks are currently performing. 

Region Group (ASX: RGN)

Region Group specialises in leasing out convenience-focused properties that offer everyday goods and services. More than half of the rent is derived from specialty tenants, which are mostly non-discretionary, such as food and liquor, pharmacy and healthcare, and general services.

It is down roughly 3% since the start of the year and is trading today for approximately $2.28 per share. 

However, Bell Potter currently has a price target of $2.75 on the ASX real estate stock. 

This indicates an upside potential of approximately 20%. 

Centuria Industrial REIT (ASX: CIP) 

CIP is a real estate investment trust that owns around four billion dollars of industrial properties. These include manufacturing facilities, distribution warehouses, and data centres.

Its share price has fallen almost 11% year to date. 

Bell Potter's updated price target for this ASX real estate stock is $3.60, which is 22% higher than today's share price. 

It also offers a strong dividend yield.

Dexus Industria REIT (ASX: DXI)

Dexus is an Australian real estate investment trust (REIT) with a portfolio of workplace-focused properties. 

Its share price is down 11.3% in 2026 and is changing hands today for approximately $2.38 per share. 

Bell Potter recently placed a share price target of $3.00. 

If this real estate stock hits this target, it would represent a 26% climb from today's share price. 

The post Where is opportunity in the ASX real estate sector? Expert appeared first on The Motley Fool Australia.

With that in mind, let's take a look at three shares that analysts are tipping as sells this week, courtesy of The Bull.

Here's what you need to know about them:

Centuria Industrial REIT (ASX: CIP)

The team at Investor Pulse is recommending this industrial property company's shares as a sell this week.

It has concerns about industrial rent growth and the impact of rising interest rates. It said:

As the largest pure play industrial fund in Australia with a portfolio of 85 high quality assets, the trust has delivered solid growth, including a 40 megawatt data centre expansion. Yet the market is increasingly wary about industrial rent growth amid a cooling economy. A potentially looming supply issue may peak in mid calendar year 2026, which could challenge historically low vacancy rates in urban markets.

Rising interest rates on debt is another concern for a company with a $3.9 billion portfolio. Although the portfolio maintains an occupancy rate of 95.7 per cent and a weighted average lease expiry of 7.1 years, broader economic headwinds remain.

DigiCo Infrastructure REIT (ASX: DGT)

Over at Morgans, its analysts have named data centre operator DigiCo Infrastructure as a sell.

Although the broker acknowledges that data centre demand is positive, it is waiting for management to deliver before becoming positive. This is especially the case given its poor first-half performance. Morgans said:

DGT is a data centre real estate investment trust. This developer operates across Australia and North America. The REIT requires significant capital expenditure to expand in an already competitive environment. The company's first half result in fiscal year 2026 and its profit forecasts for the full year fell short of investor expectations.

While the outlook in the data centre space has incrementally improved, management will need to deliver before there is meaningful conviction in the business. Shares in DGT were priced at $5 in the initial public offering prior to listing on the ASX on December 13, 2024. The shares were trading at $1.89 on April 2, 2026.

Endeavour Group Ltd (ASX: EDV)

Investor Pulse is also recommending investors sell this drinks giant's shares.

After a tough first half, it is concerned that there could still be worse to come. This could mean analysts are forced to lower their earnings estimates in the coming months. It said:

Endeavour operates liquor outlets, hotels and gaming facilities. In our view, key concerns emerged in its first half result in fiscal year 2026. Underlying group earnings before interest and tax of $563 million fell 5.4 per cent despite a 0.9 per cent increase in group sales to $6.7 billion.

While the hotels segment generated a 4.4 per cent increase in sales, the retail division, comprising Dan Murphy's and BWS, posted a 11.6 per cent decline in underlying EBIT. Statutory net profit after tax fell 17.1 per cent to $247 million, impacted by $45 million in significant items. Downward revisions in consensus earnings per share suggest the bottom may not have been reached at this point.

The post Experts name 3 ASX shares to sell appeared first on The Motley Fool Australia.

I'd want a good dividend yield, good growth potential and an attractive valuation.

The three stocks below really tick my boxes right now.

Centuria Industrial REIT (ASX: CIP)

I think this business, a real estate investment trust (REIT), could be one of the best ideas in the sector for finding rental growth.

It's an industrial property pure play with a national portfolio of buildings in locations where demand is strong and vacancy is low.

The ASX dividend share is benefiting from increasing demand related to tailwinds like a growing population, increasing e-commerce adoption, more data centres and so on.

In the FY26 half-year result, the business reported that its like-for-like net operating income (NOI) growth was 5.1% and it's expecting to grow its FY26 annual distribution to 16.8 cents per unit. That translates into a forward distribution yield of 5.8%, at the time of writing.

It also reported that its HY26 net tangible assets (NTA) were $3.95 per unit at 31 December 2025, so it's trading at a 27% discount to this at the time of writing.

WCM Global Growth Ltd (ASX: WQG)

This is a listed investment company (LIC) which looks to give investors exposure to a global portfolio of businesses with expanding economic moats and a business culture that fosters the improvement of the economic moat.

Competitive advantages are an important part of a business staying ahead of peers that want to take their market share. If those advantages are getting stronger, that's a signal the business has more power to make bigger profits.

The impressive investment returns the ASX dividend share has generated have allowed it to steadily increase its dividend over the last several years. At the moment, it's hiking its quarterly dividend every quarter.

It's expecting to pay a quarterly dividend of 2.45 cents per share in a year from now in March 2027. That translates into an annualised grossed-up dividend yield of 8.2%, including franking credits, at the time of writing.

The business is trading at a discount to its latest weekly NTA before tax of $1.81 at 27 March 2026.

Pinnacle Investment Management Group Ltd (ASX: PNI)

This business is invested in a portfolio of high-quality fund managers (affiliates) and helps them grow their business.

Pinnacle can provide a wide array of behind-the-scenes services to its affiliates such as compliance, legal and client distribution. This allows the fund managers to focus on what their clients are really paying for – investment professionals delivering investment returns.

When the share markets fall it hurts the funds under management (FUM), which in turn hurts the ASX dividend share's earnings potential in the shorter-term, but I think this cyclical nature makes it a good opportunity to buy during bear markets.

Pinnacle's expanding portfolio of affiliates have a long-term track record of largely outperforming their benchmarks and attracting new client FUM, which is a powerful combination for growing FUM and earnings.

According to the projection on Commsec, Pinnacle could pay an annual dividend per share of 62 cents in FY26, which translates into a grossed-up dividend yield of more than 5.5%, including franking credits, at the time of writing.

The post 3 top ASX dividend share buys for passive income in April appeared first on The Motley Fool Australia.

It makes sense why a real estate investment trust (REIT) would fall at a time like this. Higher oil prices are expected to lead to higher inflation and require higher interest rates.

Higher interest rates could mean higher costing debt and a headwind for property prices.

But, I expect that interest rates to lower again in the future (as occurred in 2022). The timing is less clear – we'll just have to see how long it takes for inflation to return to the Reserve Bank of Australia (RBA) target range.

At this lower price, I think the ASX dividend stock is a great long-term buy for a few reasons.

Stronger dividend yield

I get excited when share prices go down because it usually means a better dividend yield for investors.

For example, if a business has a distribution yield of 5% and the share price falls 10%, the yield becomes 5.5%.

As I mentioned earlier, the Centuria Industrial REIT unit price has declined by around 20% since its 52-week high towards the end of last year.

It's expecting to grow its FY26 annual distribution by 3% to 16.8 cents per unit. At the time of writing, that translates into a distribution yield of 5.75%. It's possible that the yield could go even higher in the coming days or weeks, but I think this is a great yield to take advantage of today.

Cheaper valuation

I like getting a better yield, but I also like buying at a cheaper price because it means buying the underlying properties at a cheaper valuation. These conditions likely to deliver better to capital growth over time.

It's hard to know exactly how much the property portfolio is worth without the business selling all of its real estate, which it obviously isn't going to do.

But, the business provides a net tangible asset (NTA) figure every six months. This gives investors a reading on its underlying overall value.

At 31 December 2025, the ASX dividend stock reported that it had a NTA of $3.95. At the time of writing, it's trading at 26% discount to the figure.

Excellent rental demand tailwinds

One of the main reasons to like this business (particularly at the lower valuation) is the attractive rental growth that it's generating, which can justify an increase in real estate prices over time.

Industrial land is increasingly in demand because of a number of tailwinds including a growing population, increased e-commerce adoption, fresh food and pharmaceutical demand (with refrigerated facilities), increasing data centre demand, onshoring of supply chains and a limited supply of new industrial facilities.

It's the strong growth of rent in recent years that has led to the ASX dividend stock saying that its portfolio is 20% under-rented. In other words, when its properties come up for renewal, it could lead to a significant boost in the rental income.

The business is already experiencing that effect – in the FY26 first half, it reported like-for-like net operating income (NOI) of 5.1%. It's expecting its net rental profit per unit to increase by up to 6% in FY26. That's a great sign for the long-term, in my view.

The post 1 ASX dividend stock down 18% I'd buy right now! appeared first on The Motley Fool Australia.

In order to receive a dividend, you must own the ASX share before its ex-dividend date.

Here at The Fool, our analysts do not recommend buying ASX shares simply just to get the next dividend payment.

Our market experts say the decision to buy should be more thoughtful than that, and based on fundamental analysis.

But if you already intend to buy any of these ASX shares, you might like to consider the best timing for you.

For example, you could buy before the ex-dividend date and receive entitlement to the next dividend payment.

Or you might prefer to wait until the ex-dividend date itself, when the share price usually falls, to snap up your stock.

Here are some ex-dividend dates next week

The post 20 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

Meanwhile, healthcare and technology have come under heavy pressure. 

However another sector perhaps undervalued and garnering less attention are ASX real estate shares. 

Four in particular that have dipped in 2026 include: 

• Lendlease Group (ASX: LLC) is down nearly 37%
• Lifestyle Communities Ltd (ASX: LIC) is down 18% since mid February
• Dexus (ASX: DXS) is down 14% year to date
• Centuria Industrial REIT (ASX: CIP) is down 10% year to date. 

Why have real estate shares dropped?

ASX real estate stocks have had a tough 2026, with the sector down significantly. 

The S&P/ASX 200 Real Estate Index (ASX: XRE) is down roughly 17% year to date. 

For context, the S&P/ASX 200 Index (ASX: XJO) has fallen roughly 4% in the same span. 

This has been driven by concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty. 

These factors have all weighed heavily on sentiment in 2026.

Can these shares bounce back?

Amongst the four companies listed earlier, there is reason for some optimism in the long term according to analysis from brokers. 

In a weekly REIT report from Bell Potter, the broker had a buy recommendation on Centuria Industrial REIT. 

Centuria Industrial REIT is a real estate investment trust that owns around four billion dollars of industrial properties. These include manufacturing facilities, distribution warehouses, and data centres.

It closed trading yesterday at $2.96. 

However Bell Potter has a price target of $3.60, indicating a 21% upside from current levels. 

There is optimism around this real estate stock on the back of significant rental growth potential and tailwinds from a growing population. 

Upside may be more tempered for Lifestyle Communities, which recently received a hold recommendation from Bell Potter.

Dexus and Lendlease to rebound?

Dexus is a major Australian property investor, developer, and manager. It has a large, high-grade office portfolio and a smaller industrial portfolio in Australasia.

It may attract investors looking for strong dividend history, as it has a reputation as a reliable passive income option. 

To go along with a 5% yield, analysts forecasts via TradingView also anticipate capital growth, with 9 analysts having an average one year price target of $7.28. 

That's a healthy 22% higher than yesterday's closing price. 

Finally, Lendlease is an international property development and construction business. 

After falling significantly to start the year, it could be a value play. 

The average price target amongst 6 analysts sits at $5.33. 

This is 63% higher than yesterday's closing price of $3.26, which is likely to excite investors.

The post Is now the time to jump on these ASX real estate stocks? appeared first on The Motley Fool Australia.

If you are, then it could be worth looking at the three ASX dividend shares in this article that brokers are bullish on.

Here's what they are recommending to clients:

Cedar Woods Properties Ltd (ASX: CWP)

The first ASX dividend share that could be worth considering is Cedar Woods Properties.

The property developer focuses on residential communities and urban land subdivision projects across Australia. While the housing market can be cyclical, long-term demand remains supported by population growth and limited supply in key regions.

With development projects progressing and demand for housing remaining strong, the company could be well placed to continue generating earnings and supporting its dividend payments over time.

Bell Potter believes this will underpin fully franked dividends of 39 cents per share in FY 2026 and then 41 cents per share in FY 2027. Based on its current share price of $7.27, this would mean dividend yields of 5.35% and 5.6%, respectively.

The broker also sees plenty of upside for its shares with its buy rating and $10.20 price target.

Centuria Industrial REIT (ASX: CIP)

Another ASX dividend share that could appeal to income investors is Centuria Industrial REIT.

This REIT owns a portfolio of industrial and logistics assets, including warehouses and distribution centres. These properties are closely tied to supply chains and ecommerce activity, which has driven strong demand in recent years.

The trust benefits from long lease terms and a diversified tenant base, which provides visibility over future rental income.

With industrial property remaining a key part of the modern economy, Centuria Industrial REIT could continue to deliver steady income for investors.

UBS believes the company is well-placed to pay 17 cents per share dividends in both FY 2026 and FY 2027. Based on its current share price of $2.96, this would mean dividend yields of 5.75% in both years.

The broker has a buy rating and $3.40 price target on its shares.

Harvey Norman Holdings Ltd (ASX: HVN)

A final ASX dividend share that brokers rate as a buy is Harvey Norman.

It operates a retail and franchise model across furniture, electronics, and appliances, while also owning a significant property portfolio.

This combination provides multiple income streams, with both retail earnings and rental income supporting its financial performance.

Harvey Norman has a history of paying solid dividends, and while retail conditions can fluctuate, its strong brand and asset backing provide a level of resilience.

The team at Macquarie believes Harvey Norman is positioned to reward shareholders with fully franked payouts of 27.8 cents per share in FY 2026 and 31.2 cents per share in FY 2027. Based on its current share price of $4.97, this would mean dividend yields of 5.6% and 6.3%, respectively.

Macquarie has an outperform rating and $6.60 price target on its shares.

The post 3 ASX dividend shares to double up on right now appeared first on The Motley Fool Australia.

A decline in the share price doesn't automatically mean the business is great value. But, given where the earnings of the following shares are likely to go, I think the three ASX shares below are strong buys.

Siteminder Ltd (ASX: SDR)

Siteminder is a software provider for 53,000 hotels around the world, and it's growing at a quick pace. During the first half of FY26, it added 2,900 hotel properties to its customer base.

The ASX share has a goal of growing its annual recurring revenue (ARR) by 30% annually, which would be a tremendous rate of improvement. In the FY26 half-year result, ARR increased 29.7% to $280.3 million, while revenue grew 25.5% to $131.1 million.

As a software business, its costs aren't likely to climb at the same rate as its revenue because it's so low-cost to sell one more software subscription to a new hotel. That's partly why we saw adjusted operating profit (EBITDA) more than double to $12.3 million.

The ASX share is rolling out new modules to help its clients generate stronger revenue from its hotels throughout the year, which is also helping increase Siteminder's average revenue per user (ARPU).

Using the profit forecast on CMC Invest, the Siteminder share price is valued at 24x FY28's estimated earnings. That looks really good value if Siteminder's revenue grows faster than 20% per year in the next few years.

Centuria Industrial REIT (ASX: CIP)

This is a real estate investment trust (REIT) that owns a national portfolio of industrial properties across Australia. It's properties like these that are the backbone of the supply chains, distribution networks, data centres, and food/medicine.

The rental potential of the ASX share's portfolio is increasing thanks to tailwinds like a growing population, increasing adoption of online shopping, data centre demand, and so on. The REIT says that its portfolio is 20% under-rented, so its rental income has significant growth potential over the next several years as rental contracts are renewed.

Centuria Industrial REIT reported that in the first six months of FY26, its net operating income (NOI) grew by 5.1%, and it is guiding that its funds from operations (FFO) could grow up to 6% in FY26.

Centuria Industrial REIT looks cheap to me because its reported net tangible assets (NTA) was $3.95 at 31 December 2025, so it's at a discount of around 25%.

Aeris Resources Ltd (ASX: AIS)

This ASX mining share describes itself as a mid-tier base and precious metals producer.

Its key focus is copper, while also having a pipeline of "organic growth projects and an aggressive exploration program and continues to investigate strategic merger and acquisition opportunities", according to Aeris Resources.

The longer-term rise of the copper price has really helped the ASX share's profit outlook. In HY26, its revenue rose by 4.6% to $306.3 million, while cost of sales reduced 9% to $212.8 million.

Its operating cash flow jumped 67% to $97.3 million, while net profit after tax (NPAT) grew 62% to $47.9 million.

I think there is plenty of room for growth in the ASX share through both increased production and potentially higher resource prices over time.

Using the forecast on CMC Invest, the Aeris Resources share price is valued at 2x FY26's estimated earnings.

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Two that stand out according to the broker are named below. Let's see what the broker is saying about them.

Bell Potter names two ASX 300 stocks to buy

The broker highlights that the stage could be set for strong rental growth in industrial property. This bodes well for a couple of ASX 300 stocks under its coverage. It said:

In our COTW we look at analysis compiled by leading industrial and logistics manager Hale Capital Partners, which recently successfully raised $800m for future deployment in Australia. Average annual forward supply over CY26-27 based on DA approved or under construction projects represents c.1.47m sqm of GLA, c.-38% below average annual net take-up of c.2.38m sqm GLA.

While Sydney is 'more balanced' but still a shortage, the imbalance is more profound in Brisbane and Melbourne where vacancy is currently higher (3.1% and 4.7% respectively vs. 2.9% in Sydney) but all of which should see an improving vacancy trend (peak vacancy in CY26) next few years given significant demand from e-commerce occupiers, and gap between replacement costs of capital values which we would expect to manifest in above trend rental growth.

Which stocks will benefit?

The first that could benefit according to Bell Potter is Dexus Industria REIT (ASX: DXI).

It has a buy rating and $3.00 price target on its shares. Based on its current share price of $2.37, this implies potential upside of 27% for investors.

In addition, the broker is expecting a very generous dividend yield of 7% from the ASX 300 stock over the next 12 months.

Combined, this means that a total potential return of approximately 34% is possible between now and this time next year for Aussie investors.

What else is being recommended?

A second ASX 300 stock that has been given the thumbs up by analysts at Bell Potter this morning is Centuria Industrial REIT (ASX: CIP).

The broker has retained its buy rating and $3.60 price target on its shares. Based on its current share price of $2.96, this implies potential upside of almost 22% for investors.

And much like Dexus Industria, Bell Potter is expecting an attractive dividend yield from the stock over the next 12 months. During this period, it is forecasting a yield of 5.8%, which increases the total potential return to approximately 27%.

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As the name suggests, it's a real estate investment trust (REIT), which means it's a business that owns (commercial) property to lease to tenants. It's Australia's largest domestic pure-play industrial REIT, with high-quality industrial assets in key cities across Australia.

It has a quality, diverse tenant base leasing buildings such as distribution centres (42% of the portfolio value), manufacturing and production (24%), transport logistics (14%), data centres (12%), and cold storage (7%).

Let's get into why this is such an appealing ASX dividend stalwart to own for the long term.  

Appealing distribution yield

The business has provided guidance for investors that it's going to increase its 2026 financial year distribution by 3% year over year to 16.8 cents per unit.

That's not the highest payout growth rate on the ASX, but it shows the business can increase its payments to investors, even when interest rates are relatively high.

If it does deliver on that payment, the ASX dividend stalwart can provide investors with a FY26 distribution yield of 5.5%.

The passive income increase will be funded by an increase in the funds from operations (FFO) per unit, which is essentially the net rental profit, of up to 6% to a possible 18.5 cents per unit.

If it does achieve that level of profitability, we're talking about a distribution payout ratio of roughly 91%. That's rewarding for shareholders while also retaining some of the net rental profit to invest in the business for stronger growth longer term.

Additionally, it's useful to note that the business partially has such a sizeable distribution yield because it's trading at a large discount to its underlying asset value. At 31 December 2025, its net asset value (NAV) was $3.95 – it's priced at a 23% discount to this right now.

The ASX dividend stalwart has growth tailwinds

I'm expecting significant rental growth from the business in the coming years, which is one of the main reasons why I'm calling this an attractive ASX dividend stalwart.

According to the REIT, its portfolio is approximately 20% 'under-rented'. This means that the current rent is significantly less than the market rent. As contracts come up for renewal, this will help boost the rental income.

The business is expecting net operating income (NOI) growth of 5% per year over the medium term, which is a strong tailwind for future distribution payouts. I doubt many REITs will grow their NOI at a faster pace than that organically.

It also has a development pipeline of around $250 million for the next two years, which should be a useful boost for rental earnings.

Actual demand for industrial space continues to grow thanks to a rising population, increasing e-commerce adoption, limited supply of warehouses, rising demand for cold storage for fresh food and pharmaceuticals, growing numbers of data centres, and the onshoring of supply chains.

Overall, the outlook seems very positive for long-term rental and distribution growth.

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But it's worth remembering that higher yields often mean higher risk. 

Instead, you want to look for ASX dividend shares that give investors a reliable and consistent payout over a long-term period.

Here are three ASX dividend shares, each yielding a decent 5% to 6%, which I think are a great passive-income play.

Origin Energy Ltd (ASX: ORG)

From electricity and natural gas to solar and LPG, Origin Energy is a leading energy provider to homes and businesses throughout Australia. 

Energy shares are a great option for passive income because they generate substantial cash flows, especially when energy prices are elevated. This allows them to provide high yields to shareholders. 

Because Origin's assets operate under long-term contracts, often with rising income, it can also be seen as a defensive stock. After all, demand for electricity, gas, solar and LPG is unlikely to decline over the long term. Australians need power, regardless of where we are in the economic cycle.

In the first half of FY26, Origin Energy paid its investors 30 cents per share, fully franked. At the time of writing, its yield is around 5.18%.

Dexus (ASX: DXS)

Dexus is a major Australian property investor, developer, and manager. It has a large, high-grade office portfolio and a smaller industrial portfolio in Australasia. It also manages properties on behalf of third-party investors.

As a real estate investment trust (REIT), Dexus owns a large portfolio of office, industrial, and infrastructure rental assets that generate consistent and predictable income. 

It's this diversity and reliable income that enable Dexus to pay a reliable dividend to its investors. 

Dexus paid an unfranked interim dividend of 19.3 cents per share in February. At the time of writing, the ASX dividend shares yield around 5.76%.

Centuria Industrial REIT (ASX: CIP)

Centuria Industrial REIT is another real estate investment trust, but this one owns around $4 billion in purely industrial properties. These include manufacturing facilities, distribution warehouses, and data centres.

Like Dexus, Centuria Industrial REIT benefits from consistent rental income from its large portfolio of industrial properties in high-demand areas with low vacancy rates and strong rental growth.

Centria Industrial REIT pays dividends to investors quarterly. Its most recent payment was 4.2 cents per share in January, unfranked. It is scheduled to pay another 4.2 cents per unit, unfranked, in April. In FY25, the company paid investors an annual total dividend of 16.32 cents per share. At the time of writing, Centuria Industrial REIT's dividends yield around 5.52%.

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But, given how share prices have drifted lower this year, I'm seeing a great opportunity for investors to grab ASX shares while dividend yields are higher.

Don't forget, we saw a few years ago how some businesses were able to accelerate their revenue growth amid the inflationary period – they were not just helpless bystanders in the situation.

Why do interest rates matter for ASX shares?

Interest rates play an important role in how much investors are willing to pay for an asset. It acts like gravity – when interest rates go lower, asset prices can jump higher. But, the opposite is typically true when interest rates go up – it's a significant headwind for asset valuations.

But, share prices can still go up in a rising rate environment if the operating profit/net profit of the business or asset increases. The multiple of earnings that investors are willing to pay is just one part of the equation.

Warren Buffett, the legendary American investor from Omaha, once explained why interest rates are so important for valuations. Buffett said:

The value of every business, the value of a farm, the value of an apartment house, the value of any economic asset, is 100% sensitive to interest rates because all you are doing in investing is transferring some money to somebody now in exchange for what you expect the stream of money to be, to come in over a period of time, and the higher interest rates are the less that present value is going to be. So every business by its nature…its intrinsic valuation is 100% sensitive to interest rates.

Investor expectations of rate rises this year has led to lower share prices for some businesses, along with the oil price volatility.

How does it affect the passive income?

When the share price of an ASX dividend share falls, it can lead to a double whammy of a better valuation and a better dividend yield.

A dividend yield is determined by the size of the payout and the valuation of the business. When share prices go lower, the dividend yield increases.

For example, if a business had a dividend yield of 5% and the share price falls 10%, the dividend yield becomes 5.5%. If it fell 20%, the dividend yield would be 6%.

I like investing at times like these, as it really boosts the potential dividend yield.

Is it a once-in-a-decade opportunity to buy passive income shares? The 2020s have already seen COVID-19, the inflation and tariff related sell-offs, so the declines have been more than once-in-a-decade.

But, this is certainly a rare opportunity to buy ASX dividend shares with a good dividend yield.

What I'd invest in

There are a wide range of ASX dividend shares that are trading at attractive prices with a good dividend yield.

I'm thinking names like Charter Hall Long WALE REIT (ASX: CLW), Centuria Industrial REIT (ASX: CIP), Medibank Private Ltd (ASX: MPL), Telstra Group Ltd (ASX: TLS), Wesfarmers Ltd (ASX: WES), Coles Group Ltd (ASX: COL), Australian Foundation Investment Co Ltd (ASX: AFI), WCM Global Growth Ltd (ASX: WQG), JB Hi-Fi Ltd (ASX: JBH), Universal Store Holdings Ltd (ASX: UNI), Nick Scali Ltd (ASX: NCK) and Lovisa Holdings Ltd (ASX: LOV).

I'm optimistic that the above names can provide investors with a diversified and growing source of passive income over time.

The post A once-in-a-decade chance to earn a supersized passive income from ASX shares? appeared first on The Motley Fool Australia.

When a share price falls, it leads to a higher dividend yield. For example, if a business with a 4% dividend yield sees a share price drop of 10%, the yield becomes 4.4%. There are some businesses that have fallen further than that and look like appealing ideas.

If I were given $10,000 to invest for passive income, these are some of the names I'd go for.

Pinnacle Investment Management Group Ltd (ASX: PNI)

It's understandable that Pinnacle has suffered a significant decline because of the type of business it is.

Pinnacle takes stakes in fund managers, meaning management fees (from funds under management (FUM)) and performance fees are key aspects of Pinnacle's profit generation.

I don't know how Pinnacle's aggregate FUM has changed during this period, but I'm optimistic that FUM will grow in the long term, particularly from this lower starting point, thanks to regular net inflows and the long track record of funds management outfits (affiliates) like Plato, Hyperion, Firetrail and Coolabah.

I also believe that the ASX dividend stock could expand its fund manager portfolio with new investments in the coming years – this could be a useful time to do so.

Using the dividend forecast on CMC Invest, it could pay a grossed-up dividend yield of more than 7% in FY27, at the time of writing.

L1 Long Short Fund Ltd (ASX: LSF)

L1 Long Short Fund is a listed investment company (LIC) that utilises long-term investing and short-selling to try to generate returns for shareholders.

The LIC could be a smart ASX dividend stock to buy because of its ability to make returns whether the market is going up or down.

The ASX dividend stock points out how, over 51 'ASX down market' months, its long-short strategy has delivered an average return of negative 0.2%, compared to an average decline of 3.1% for the S&P/ASX 200 Accumulation Index (ASX: XJOA). Of course, past performance is not a guarantee of future performance.

Its average return in positive ASX months has been almost the same as the benchmark.

I like how a lot of the strategy's returns have come from sectors like materials, industrials and communication services – areas that I don't typically invest in for my own portfolio.

If the business continues growing its payout at the pace it has during FY26 to date, I expect the 2026 financial year grossed-up dividend yield could be 4.9%, including franking credits.

Centuria Industrial REIT (ASX: CIP)

The final ASX dividend stock I want to highlight is this real estate investment trust (REIT) which owns a portfolio of quality industrial properties across metropolitan Australian locations. It owns properties like logistics and distribution facilities, refrigerated warehouses, data centres and so on.

The ASX dividend stock has significant rental income locked in because it has a weighted average lease expiry (WALE) of approximately seven years with high-quality tenants.

Centuria Industrial REIT says that its portfolio is on average 20% under-rented, so as new rental contracts come up for renewal, I'm expecting a significant boost to rental income, which could then help accelerate distribution growth.

The business expects to grow its rental earnings per security by up to 6% in FY26 and the distribution is guided to increase by 3%, translating into a forward distribution yield of 5.4%, at the time of writing.

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What did Centuria Industrial REIT report?

• Declared quarterly distribution of 4.2 cents per ordinary unit
• Distribution is unfranked
• Ex-date: 30 March 2026
• Record date: 31 March 2026
• Payment date: 30 April 2026
• Distribution relates to the quarter ending 31 March 2026

What else do investors need to know?

Centuria Industrial REIT's latest dividend will be paid in Australian dollars and is not franked. Investors holding units as of the record date will be eligible for the payment. The trust has confirmed it offers a distribution reinvestment plan (DRP), though it has not specified if the DRP applies to this particular distribution.

The announcement did not include profit figures or other operational updates, as this release specifically covers distribution details for the quarter.

What's next for Centuria Industrial REIT?

Looking ahead, Centuria Industrial REIT is expected to continue providing regular distributions to investors, supported by its industrial property portfolio. The consistent timing of its quarterly payments may appeal to income-focused shareholders seeking predictable cash flow.

Further updates on the trust's property acquisitions, leasing activity, or portfolio performance may be released with future financial results or semi-annual updates.

Centuria Industrial REIT share price snapshot

Over the past 12 months, Centuria Industrial REIT shares have risen 5%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

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The market may question how much long-term earnings growth certain companies in the tech sector can produce as AI develops further.

I'm optimistic that the following businesses can continue to provide positive investment returns and growing income.

Centuria Industrial REIT (ASX: CIP)

Industrial properties could be a smart move by investors looking for resilient income, given the importance of things like distribution centres and other logistics, refrigerated space and data centres.

This particular ASX dividend income stock owns a portfolio of industrial properties in high-demand areas, leading to low vacancy rates and stronger rental growth.

In the first half of FY26, the business reported that net operating income (NOI) grew 5.1%. Future rental growth looks compelling in the next several years with the portfolio under-rented by an average of around 20% – this can be reset as rental contracts come up for renewal.

It's expecting to grow its FY26 funds from operations (FFO – rental profit) per security by up to 6% and the distribution per security is guided to increase by 3% to 16.8 cents. I think the business looks like a solid pick for resilient operating profit and distributions – its FY26 distribution equates to a 5.2% distribution yield, at the time of writing.

It looks cheap, with the unit price trading significantly below the net tangible assets (NTA) per unit of $3.95 as at 31 December 2025.

WAM Microcap Ltd (ASX: WMI)

This ASX dividend income stock is a listed investment company (LIC) that aims to make investment profits by investing in small-cap ASX shares.

The portfolio is not heavily exposed to the tech sector. In-fact, at the end of January 2026, only 15% of the portfolio was invested in the IT sector.

I view it as significantly diversified thanks to the fact that it's invested in dozens of different businesses. Industrials (20.6%), consumer discretionary (18.7%) and financials (17.4%) all had a larger weighting in the portfolio.

But, this is not just a diversification play – it has performed admirably for investors. The portfolio has returned an average of 16.2% per year since June 2017, before fees, expenses and taxes. This has been enough to fund good dividends.

Pleasingly, it has increased its annual dividend every year between FY18 and FY25, aside from FY24 when it maintained the payout.

It's expecting to grow its annual payout in FY26 slightly to 10.7 cents per share, translating into a potential grossed-up dividend yield of 9.4%, including franking credits.

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