While lower share prices can be unnerving, I think that's the best time to strike because of the better dividend yields (and valuations) on offer.

With that in mind, I think the two ASX blue-chip shares below really fit the bill.

Charter Hall Long WALE REIT (ASX: CLW)

Higher interest rates are a short-term negative for property due to higher interest costs and a headwind to property prices. I think that's largely why the Charter Hall Long WALE REIT unit price has dropped by 20% in the last six months.

The decline has meant the distribution/dividend yield has been boosted. It's expecting to increase its payout slightly to 25.5 cents per security in FY26, which now translates into a distribution yield of 7.5%, at the time of writing.

It's not just the yield that's appealing. It has a weighted average lease expiry (WALE) of around nine years. That means many years of rental income have been locked in.

It is one of the largest REITs on the ASX with a diversified portfolio across a number of areas, including hotels, service stations, telecommunications exchanges, data centres, distribution centres, and plenty more.

It has a number of ASX blue-chip shares as reliable tenants, giving the REIT an even greater claim as a resilient blue chip itself. Some of its great tenants include Telstra Group Ltd (ASX: TLS), BP, Coles Group Ltd (ASX: COL), Metcash Ltd (ASX: MTS), Westpac Banking Corp (ASX: WBC), and Wesfarmers Ltd (ASX: WES).

JB Hi-Fi Ltd (ASX: JBH)

Another leading ASX blue-chip share is JB Hi-Fi, one of Australia's leading retailers of electrical products, gadgets, and home appliances through its stores across Australia and New Zealand. It also owns The Good Guys business.

The fact that it has increased its payout in most years over the past 15 years demonstrates its long-term growth and its potential as an effective income pick.

Following the 35% decline in JB Hi-Fi's share price over the last six months, its projected dividend yield is now high.

According to CMC Invest's projection, the business is expected to pay an annual dividend per share of $3.55 in FY26. That translates into a grossed-up dividend yield of 6.75%, including franking credits, at the time of writing.

I think the company's earnings can continue to grow as it expands its store network, sells new products, achieves additional scale benefits, grows the newly acquired E&S, and implements additional cost-saving strategies.

The post 2 ASX blue-chip shares offering big dividend yields appeared first on The Motley Fool Australia.

Sometimes it's difficult to predict how much demand a business is going to see for its offering.

Companies like BHP Group Ltd (ASX: BHP), Rio Tinto Ltd (ASX: RIO) and Adairs Ltd (ASX: ADH) can see revenue bounce around.

Wouldn't it be great to know you have revenue locked in for a number of years? Normally, I'd write about Washington H. Soul Pattinson and Co. Ltd (ASX: SOL), when it comes to long-term passive income, but there are two other businesses I really want to highlight.

Rural Funds Group (ASX: RFF)

Rural Funds has been one of my favourite real estate investment trusts (REITs) and I expect it will continue to be that way in the coming years.

Food is an exceptionally important commodity, so the farmland that Rural Funds owns is an important part of the national and global picture.

It owns various types of farmland including almonds, cattle, macadamias, vineyards and cropping, but it leases that land to agricultural tenants, ensuring the Rural Funds doesn't carry major operational risks.

What makes it an effective pick for long-term passive income? It's because it has a long weighted average lease expiry (WALE) with its tenants of approximately 13 years. In other words, the average tenancy rental agreement the ASX share has will expire in more than a decade, even if it didn't sign any other long-term leases or renewals in that time.

That's an extremely long time and suggests to me that the business has also largely locked in paying good passive distribution income in the coming years as well.

The business continues to invest in its farms to help maximise their rental income potential. But, rent is also growing organically, with most rental agreements having an indexation of either a fixed annual increase or a rise linked to inflation, plus market reviews.

Its guided FY26 payout translates into a distribution yield of 5.9%.

Charter Hall Long WALE REIT (ASX: CLW)

The other ASX share I want to highlight is this diversified REIT that owns properties across an array of commercial real state categories including pubs and hotels, telecommunication exchanges, service stations, distribution and logistics centres, manufacturing and so on.

I like the diversified strategy because it reduces risks and ensures the business can look across a wide range of areas for potential opportunities.

The one part of the strategy that all these properties have in common is that the ASX share has signed on tenants for years, providing appealing long-term income.

This ASX share has a WALE of around nine years, which is also a long time to have rental income locked in.

The business expects to grow its FY26 annual distribution by 2% to 25.5 cents per security, translating into a distribution yield of 7.6%, at the time of writing.

The post Looking for long-term passive income? Try one of these ASX shares appeared first on The Motley Fool Australia.

The real challenge? Figuring out which ones actually deserve a spot in your portfolio.

With market volatility shaking share prices, some high-quality income stocks are now offering seriously attractive yields. So, is this the time to pounce?

Here are two high-yield ASX dividend shares that could be worth a closer look.

Atlas Arteria Ltd (ASX: ALX)

Starting with Atlas Arteria, this infrastructure giant owns, operates, and develops toll roads across France, Germany, and the United States. These are classic defensive assets — essential infrastructure with long-term concessions and highly predictable traffic flows.

That translates into steady, recurring cash flow. Exactly the things income investors want to see.

And it shows in the dividend. The ASX dividend share is set to pay its second-half FY25 dividend next month, delivering 20 cents per security, unfranked. Based on a share price of $4.32, that works out to a trailing yield of around 9.1%, which is hard to ignore.

Of course, there are risks. Traffic volumes can be impacted by economic conditions, and the business carries debt, which can become more expensive in a higher interest rate environment. Currency fluctuations also play a role given its global operations.

But overall, Atlas Arteria's defensive profile and consistent payout history make it a compelling option for income-focused investors.

Charter Hall Long WALE REIT (ASX: CLW)

Then there's Charter Hall Long WALE REIT, a popular ASX dividend share among yield seekers.

This REIT focuses on long-term leases (WALE stands for "weighted average lease expiry"), locking in rental income over extended periods. That provides strong visibility over cash flow — a big tick for dividend reliability.

Here's where things get interesting. The price of this ASX dividend share has fallen around 17% in 2026, which has pushed the yield significantly higher. As a result, investors are now looking at a forward distribution yield of approximately 7.2%.

Management has also guided to a 2% increase in its FY26 payout to 25.5 cents per unit. That's a positive sign in a challenging environment for property stocks.

There are risks to consider, though. Like many REITs, Charter Hall Long WALE is sensitive to interest rate movements, which can impact valuations and borrowing costs. Property market conditions and tenant quality are also key factors to watch.

Still, its long lease profile and consistent distribution track record suggest this ASX dividend share remains a solid income play.

Foolish Takeaway

The bottom line? When share prices fall, yields rise and that can create opportunity. High-quality ASX dividend shares like Atlas Arteria and Charter Hall Long WALE REIT may be worth a closer look right now if you're aiming to boost your passive income stream.

The post Is it time to load up on these high-yielding ASX dividend shares? 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.

With how the central bank interest rate in Australia has increased, I think it's fair to say that Aussie investors may want a higher dividend yield than last year. Savings accounts are now offering a noticeably better interest rate.

So, with that in mind, I'm going to outline two ASX dividend shares with very high dividend yields and the potential to deliver capital growth.

WAM Microcap Ltd (ASX: WMI)

One of the biggest advantages of a listed investment company (LIC) structure is that a company's board of directors can set the size of dividends it wants, so LICs can smooth out dividend payments, even during volatility.

WAM Microcap has grown or maintained its annual dividend per share each year since it first paid one in FY18. FY24 has been the only year that it has maintained the payout.

The company is expecting to increase its payout by 1% in FY26 to 10.7 cents per share. That translates into a grossed-up dividend yield of 10.25%, including franking credits. That's obviously an excellent level of passive income.

WAM Microcap has a profit reserve of 55.4 cents per share, meaning it has the accounting profits to pay the dividend for around five years at the current level.

How does this ASX dividend share make profit? It aims to invest and make returns with the most exciting undervalued growth opportunities in the ASX small-cap share space.

At the end of February 2026, the LIC had generated a portfolio performance of an average of 15.4% per year since inception in June 2017, before fees, expenses and taxes. That was more than 7% per year better than its small-cap benchmark. Small caps can deliver good returns because they are often under-researched and earlier on in their growth journey.

Some of its largest investments at the end of February 2026 were Tuas Ltd (ASX: TUA), Gentrack Group Ltd (ASX: GTK), Beacon Lighting Group Ltd (ASX: BLX), and Autosports Group Ltd (ASX: ASG).

After falling close to 10% during March, this could be a good time to consider investing in the business.

Charter Hall Long Wale REIT (ASX: CLW)

The other high-yielding ASX dividend share I want to highlight is this real estate investment trust (REIT) with a very diversified portfolio across multiple sectors.

Diversification is one of the biggest benefits of this ASX dividend share – plenty of other REITs are focused on just one sector, like shopping centres, office buildings, or industrial property.

This REIT is invested across numerous areas, including pubs and hotels, service stations, data centres, telecommunications exchanges, distribution centres, waste and recycling facilities, Bunnings properties, and so on.

One of the main advantages of this REIT is that its rental contracts are very long term, providing income stability and security for investors who want operating earnings to be less bumpy than, say, a miner.

Pleasingly, the business has rental indexation built into its portfolio, with properties either on fixed annual increases or the increases are linked to inflation.

It's expecting to grow its FY26 distribution by 2% to 25.5 cents per security in FY26, which translates into a distribution yield of 7.4%, which I think is an appealing starting point with further rental growth expected.

The post 2 ASX dividend shares with yields above 7% appeared first on The Motley Fool Australia.

REITs can be resilient and stable for investors because of how they make their money. Long-term rental contracts with high-quality tenants that are reliably paying rent month after month. What's not to like about that?

Well, it turns out the market is more negative on some REITs than it was several months ago. I think this makes it an excellent time to invest.

For example, the Charter Hall Long WALE REIT (ASX: CLW) unit price has fallen by around 25% since mid-September 2025 (at the time of writing). After such a large fall, there are multiple reasons why this looks like a smart period of time to buy.

The distribution yield has soared

When a share price falls, the dividend yield goes up. That's why bear markets can be a particularly good time to consider ASX dividend shares.

As I've mentioned, the Charter Hall Long WALE REIT has dropped approximately 25% over the last several months, boosting the distribution yield by a quarter.

The business has provided guidance multiple times during the 2026 financial year that it will increase its FY26 payout by 2% to 25.5 cents per unit.

At the time of writing, that translates into a forward distribution yield of 7.4%. I'm not sure if the FY27 payout will be larger than the FY26 payout, but the ASX REIT's payout track record suggests to me that the distribution in the next financial year will be another good one.

The asset discount makes the unit price look cheap

One of the best reasons to like the ASX REIT is how cheaply it seems to be trading.

If someone wants to buy a $1 million residential property, they'll need to pay $1 million (or slightly more to be the winner).

However, it's quite common to see ASX REITs trade underneath their stated value.

Every six months, Charter Hall Long WALE REIT tells investors about its net tangible assets (NTA) – that's the overall underlying value of the business, which includes the property values, loans, cash, and so on.

The ASX REIT reported a NTA per security of $4.68 at 31 December 2025 – it's trading at a 26% discount at the time of writing. That looks too good to ignore.

Rental growth continues

Higher inflation and elevated interest rates are not ideal. For an ASX REIT, they are a headwind for interest costs and property values. But I'm not expecting elevated inflation and interest rates to last forever, particularly if they continue rising in 2026.

More importantly, the ASX REIT's rental income continues to grow, which can offset some of the headwinds.

In the HY26 period, it reported 3% like-for-like net property income growth. Around half of its portfolio has contracted rental income growth that's linked to inflation, which could see an acceleration of growth in the next year (or longer?).

In addition to that, the business has a weighted average lease expiry (WALE) of around nine years, which means its rental income is locked in for the long term.

The post A 7.4% yield but down 25%! Is it time for me to buy this ASX REIT to earn passive income? appeared first on The Motley Fool Australia.

What did Charter Hall Long WALE REIT report?

• Quarterly distribution of 6.375 cents per unit, unfranked
• Ex-dividend date: 30 March 2026
• Record date: 31 March 2026
• Payment date: 15 May 2026
• Distribution Reinvestment Plan (DRP) available with a 1% discount

What else do investors need to know?

The DRP allows investors to reinvest their distributions at a 1% discount to the average daily volume weighted average price between 7 and 20 April 2026. The last date to elect participation in the DRP is 1 April 2026. DRP pricing details will be confirmed in a separate announcement on or around 15 May 2026.

The distribution is fully unfranked and not designated as conduit foreign income. Investors who do not elect to participate in the DRP will receive their distribution as a standard cash payment.

What's next for Charter Hall Long WALE REIT?

Charter Hall Long WALE REIT continues to provide regular income to its unit holders through quarterly distributions. Investors may review their DRP options ahead of the April 1 deadline, while details of the DRP price will be provided closer to the payment date.

The REIT remains focused on maintaining a strong and predictable income stream for investors, underpinned by a diversified portfolio of properties with long lease terms.

Charter Hall Long WALE REIT share price snapshot

Over the past 12 months, Charter Hall Long WALE REIT shares have declined 6%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Charter Hall Long WALE REIT declares March 2026 distribution and DRP update appeared first on The Motley Fool Australia.

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.

Inflation and interest rates seem to be on the rise in 2026, meaning that the market has sent the share prices of some businesses down quite noticeably.

Being able to buy an investment at a lower price means getting a higher dividend yield and increasing the potential long-term capital gains.

With the lower share prices in mind, I'm calling out the following names as attractive buys.

Charter Hall Long WALE REIT (ASX: CLW)

This is a real estate investment trust (REIT) that owns a wide range of properties including government properties (such as Geoscience Australia), pubs, grocery and distribution, data centres and telecommunications, service stations, food manufacturing, waste and recycling, and plenty more.

The ASX dividend share has seen its share price decline by around 20% in the past year, despite ongoing rental income growth. Around half of the property portfolio has CPI-linked rental increases with the rest having fixed annual increases.

It reported having net tangible assets (NTA) of $4.68 at 31 December 2025, suggesting there's a significant valuation discount for investors, which is partly why the ASX dividend share's yield is so high.

The business is expecting to pay an annual distribution per unit of 25.5 cents in FY26, which translates into a distribution yield of approximately 7%, at the time of writing.

Propel Funeral Partners Ltd (ASX: PFP)

Propel is the second largest funeral provider in Australia. It also has 41 cremation facilities and nine cemeteries.

The business is a beneficiary of Australia's ageing and growing population, giving the business ultra-long-term morbid tailwinds. Unfortunately, the number of deaths in Australia is expected to increase by an average of 2.9% per year from 2026 to 2035 and then increase 2.4% per year from 2026 to 2045.

It's steadily making acquisitions over the years to boost its scale and geographic presence, while also benefiting from organic growth of the average revenue per funeral. I'm expecting these tailwinds to boost its bottom line in the coming years, allowing the ASX dividend share to hike its dividend.

Its last two declared payments come to a grossed-up dividend yield of 4.9%, including franking credits, at the time of writing. The Propel share price has dropped 14% in the past month at the time of writing.

JB Hi-Fi Ltd (ASX: JBH)

JB Hi-Fi is Australia's leading electronics retailer and it also has a growing position in appliance and other house-related items. It has three other businesses – JB Hi-Fi New Zealand, The Good Guys and E&S.

The ASX dividend share has increased its payout almost every year over the last 15 years, which is an impressive record for an ASX retail share. I'd describe the business as one of the best retailers on the ASX and I expect this performance to continue.

However, the JB Hi-Fi share price has fallen around 30% in the past six months, despite a good FY26 half-year result and ongoing sales growth in the second half of FY26. The HY26 dividend was hiked by 23.5%.

The last two declared dividends from the business come to a grossed-up dividend yield of 7.4%, including franking credits, at the time of writing.

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

Commercial property can deliver both rising real estate prices and solid rental income. I like investing in REITs that can provide rental profit growth because that's an important driver of total shareholder returns (TSR).

I'm attracted to the following ASX REITs because of their strong distribution yields and potential inflation protection.

Rural Funds Group (ASX: RFF)

Rural Funds owns a portfolio of farmland across Australia which includes cattle, almonds, macadamias, vineyards and cropping.

The business has deliberately built its portfolio to be focused on farms that offer growth and where Rural Funds can invest to boost the productivity (such as increased water access).

The business also owns a significant amount of water entitlements that can be leased to farmers.

It offers inflation protection because a significant portion of its rental contracts have rental income linked to inflation. While higher interest rates are a (shorter-term) headwind, it can lead to permanently higher rental income. Most of the rest of its rental contracts have fixed annual increases, along with market reviews.

It currently expects to pay a distribution yield of 5.7% in FY26, which I'd say is a solid starting point.

Charter Hall Long WALE REIT (ASX: CLW)

The other ASX REIT I'll point out is this one which owns a diversified portfolio of properties which aim to give investors rental income on long contracts.

The REIT has a weighted average lease expiry (WALE) of around nine years. That's a lot of rental income that has already been locked in!

I like that it's diversified across hotels, distribution and logistics centres, telecommunication exchanges, data centres, Bunnings properties, government-tenanted buildings and so on.

By owning a wide array of assets it reduces the risk of being too exposed and means it can invest in almost any property sector for the best opportunities.

The business can provide inflation protection because roughly half of the properties have rental income that's linked to inflation, while the rest have fixed annual increases. This growth won't shoot the lights out with growth, but it can provide regular growth.

It's expecting to slightly increase its annual distribution in FY26 by 2% to 25.5 cents per security, translating into a distribution yield of 7%. That's a great starting point for passive income investors, with the potential for long-term growth.

The business looks better value after falling around 20% over the last six months.

The post 2 ASX REITs I'd buy today for passive income appeared first on The Motley Fool Australia.

Here are three new opinions published on The Bull this week.

Charter Hall Long WALE REIT (ASX: CLW)

The Charter Hall Long WALE REIT has fallen 4.6% over the past 12 months.

The ASX REIT reported operating earnings of $90.6 million, up 2%, for 1H FY26.

Dylan Evans from Catapult Wealth has a buy rating on this ASX real estate investment trust (REIT).

Evans said:

This Australian real estate investment trust reported solid first half results in fiscal year 2026, which were in line with expectations.

Statutory earnings of $153.6 million increased 209 per cent compared to the prior corresponding period.

Net tangible assets of $4.68 per security were up 2 per cent from June 30, 2025.

CLW's share price has declined due to the re-emergence of inflation and its impact on interest rates and bond yields.

CLW appeals for its reliable income stream. It was recently trading on a dividend yield above 6.5 per cent, supported by a high quality property portfolio with occupancy of 99.9 per cent and a weighted average lease length of more than nine years.

ASX Ltd (ASX: ASX)

The ASX share price has fallen 21.1% over the past 12 months.

The company reported an 11.2% increase in revenue to $602.8 million for 1H FY26.

Statutory net profit after tax (NPAT) was $263.6 million, up 8.3%, and total expenses were $264.3 million, up 20%.

Evans has a hold rating on this ASX financial share.

He explains:

The financial markets operator has struggled for several years. It continues to face regulatory scrutiny after technology issues.

Total expenses of $264.4 million in the first half of 2026 were up 20 per cent, partly as a result of costs associated with the inquiry by the Australian Securities and Investments Commission, which cited ASX operational and governance issues in its interim report.

However, Evans thinks the outlook for ASX Ltd is improving.

It has consistently grown its revenues, courtesy of a near monopoly position.

If the company can reduce costs and sustain revenue growth, earnings should benefit moving forward.

Aussie Broadband Ltd (ASX: ABB)

The Aussie Broadband share price has increased 28.4% over the past 12 months.

Aussie Broadband reported a 13.5% increase in underlying EBITDA to $74.7 million for 1H FY26.

Earlier this month, the telco announced it intends to buy the telecommunications business of AGL Energy Ltd (ASX: AGL).

Aussie Broadband will pay AGL $115 million worth of scrip upfront, with a further $10 million in scrip to be paid in tranches.

Jonathan Tacadena from MPC Markets has a sell rating on the ASX telecommunications share.

He says:

ABB's acquisition of AGL Energy's telecommunications business looks like a genuinely good deal.

It adds an estimated 350,000 broadband services and mobile connections to ABB's customer base.

The acquisition is expected to be completed in June 2026. Migration is expected to be completed in the first half of fiscal year 2027.

ABB shares soared sharply on the news, but then retreated. Technically, that's a bearish sign.

We believe good news from the AGL deal is priced into the stock, so we would be inclined to cash in some gains.

The Aussie Broadband share price has fallen from $6.09 on 22 October to $5.11 at yesterday's close.   

The post Buy, hold, sell: Charter Hall Long WALE, ASX, Aussie Broadband shares appeared first on The Motley Fool Australia.

To narrow things down, let's take a look at three that experts are tipping as buys, courtesy of The Bull. Here's what they are recommending:

Charter Hall Long WALE REIT (ASX: CLW)

The team at Catapult Wealth thinks this property company could be an ASX dividend share to buy this week.

It likes the company due to its reliable income stream and generous dividend yield, explaining:

This Australian real estate investment trust reported solid first half results in fiscal year 2026, which were in line with expectations. Statutory earnings of $153.6 million increased 209 per cent compared to the prior corresponding period. Net tangible assets of $4.68 per security were up 2 per cent from June 30, 2025.

CLW's share price has declined due to the re-emergence of inflation and its impact on interest rates and bond yields. CLW appeals for its reliable income stream. It was recently trading on a dividend yield above 6.5 per cent, supported by a high quality property portfolio with occupancy of 99.9 per cent and a weighted average lease length of more than nine years.

Wesfarmers Ltd (ASX: WES)

Over at Shaw and Partners, its analysts believe Wesfarmers could be an ASX dividend share to buy.

The broker is a fan of the Bunnings owner and believes it has one of the best management teams around. It believes this leaves it well-placed to continue creating value for investors. It said:

This industrial conglomerate remains one of the best managed companies in Australia. Its management team consistently demonstrates smart capital allocation and a disciplined acquisition strategy amid maintaining a strong oversight on operations across its diverse group of businesses. This quality of leadership gives me confidence that Wesfarmers can continue delivering long term value, even through changing economic conditions.

Its diversified revenue streams across retail, chemicals and industrial operations also provide resilience that few companies can match. The company posted its first half results for fiscal year 2026 on February 19. Revenue of $24.212 billion was up 3.1 per cent on the prior corresponding period. Statutory net profit after tax of $1.603 billion increased 9.3 per cent.

Woolworths Group Ltd (ASX: WOW)

Another ASX dividend share that is being recommended as a buy by Shaw and Partners is Woolworths.

It likes the supermarket giant due to its defensive qualities and dependable long-term outlook. It said:

The supermarket giant's revenue base is remarkably consistent, supported by everyday essential spending. Even during softer economic periods, consumers continue to prioritise groceries and household staples, which helps stabilise WOW's earnings. The company's ongoing investment in digital shopping, supply chain improvements and customer experience initiatives should continue to support dependable, long term performance.

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

It's a real estate investment trust (REIT) that owns a diversified portfolio of different defensive tenant industries including government tenants (such as Geoscience Australia), pubs, grocery and distribution, data centres, telecommunication exchanges, service stations, food manufacturing, Bunnings properties and more.

The portfolio is spread across Australia's states and territories, as well as a small portion in New Zealand.

The ASX stock reported its result for the six months to 31 December 2025. The numbers are one of the main reasons why I think the business is a buy.

Good passive income

Charter Hall Long WALE REIT reported that its operating earnings per security (EPS) grew 2% to 12.75 cents. With its 100% distribution payout ratio, the distribution per unit was also hiked by 2% to 12.75 cents.

The business has provided guidance that it's going to grow its distribution per unit by 2% to 25.5 cents in FY26, paid quarterly. That translates into a distribution yield of 6.8%, which is a very strong level of income, in my view.

At that level, to make $2,000 of annual passive income, we'd need to own 7,844 units of the ASX stock.

Why I think it's a good time to invest

It's good to see rental and earnings growth by the business. It reported 3% growth in like-for-like net property income (NPI), which is a solid rate of progress and helps offset inflation.

The business looks undervalued considering it reported its net tangible assets (NTA) rose by 2% since 30 June 2025 to $4.68. That means, at the time of writing, it's trading at a 20% discount, which I think is an attractive discount.

The portfolio is in a good position, with a portfolio occupancy rate of 99.9% and a weighted average lease expiry (WALE) of around nine years. This means investors have a very high level of rental income security over the next few years.

The post I'd buy 7,844 shares of this ASX stock to aim for $2,000 annual passive income appeared first on The Motley Fool Australia.

Investments like cash, term deposits, bonds and residential property typically do not offer as large of a dividend yield as the ASX shares I'm highlight in this article.

While high yields can sometimes be riskier, I believe both of the below names can continue paying a large yield for the foreseeable future.

Bailador Technology Investments Ltd (ASX: BTI)

Bailador is an ASX-listed company that invests in early-stage technology businesses that have global addressable markets and strong unit economics. Bailador also prefers to invest in companies that can generate recurring revenue.

The business likes to look in certain areas of the tech space such as software as a service (SaaS) and other subscription-based internet businesses, online marketplaces, e-commerce, high value data, online education and tech-enabled services.

Its investments are growing in size at a strong speed. In the FY26 first-half result, it revealed its portfolio businesses grew revenue by 42% year-over-year, with 85% of portfolio revenue in high-quality recurring revenue.

If its revenue continues growing at that speed, I'd expect the businesses to be worth substantially more in three to five years. It's a good idea to think about investing for the long-term because sometimes there can be volatility along the way.

In terms of the dividend, the high-yield ASX share just declined an interim dividend of 3.9 cents per share. If it were to declare the same level of dividend in another six months, that would be an annualised grossed-up dividend yield of 9.3%, including franking credits.

At the time of writing, it's trading at a 37% discount to its January 2026 pre-tax net tangible assets (NTA).

Charter Hall Long WALE REIT (ASX: CLW)

Real estate investment trusts (REITs) can provide a great level of passive income investors because they usually have a stronger rental yield than residential properties.

Additionally, this business aims to pay out all of its rental profit each year as a distribution, maximising the yield investors can get.

State and federal tenants are the biggest contributor of rental income, meaning that investors have very stable rent. Other tenants include Endeavour Group Ltd (ASX: EDV), Telstra Group Ltd (ASX: TLS), BP, Coles Group Ltd (ASX: COL), Metcash Ltd (ASX: MTS) and Westpac Banking Corp (ASX: WBC).

Not only are these blue-chip tenants, but they're also signed on for long-term contracts. It had a weighted average lease expiry (WALE) of 9.2 years at 31 December 2025. Its portfolio occupancy is virtually at 100%, meaning it's getting almost as much rental income as it can.

It's expecting to pay a distribution of 25.5 cents per security in FY26, which would be a distribution yield of 6.8%, at the time of writing. That's a great starting yield and I'm expecting further long-term growth as the high yield ASX share's rental income organically grows with contracted increases.

The post 2 high yield ASX shares I'd buy after their results appeared first on The Motley Fool Australia.

Large declines don't happen without a reason. They are usually sparked because the market thinks the company's future earnings power is being reduced.

In this case, it seems that many investors believe future earnings may not be as strong as previously expected.

In this case, there are heightened fears that artificial intelligence (AI) may be able to challenge existing business models, particularly ones that utilise technology to deliver their service.

So, in this circumstance, it could be an idea to look at ASX defensive shares.

Why ASX defensive shares could make sense right now

If fast-growing businesses aren't expected to see as much profit generation, then perhaps it could be a good idea to look at names that could deliver reliable earnings. If profit can grow as expected, then this could help provide support for the share price and perhaps even enable a higher share price if investors are looking for a safe haven.

Additionally, some ASX defensive shares may be viewed as ideas for passive income. The stable earnings can also help provide stable and growing dividends from those sorts of businesses.

Which reliable businesses I'd look at

There are a few different areas of the market that I think could provide investors with underlying earnings stability over the long-term. Of course, there can be no guarantee share prices won't be volatile in the short-term – that is just what happens with the share market occasionally.

Real estate investment trusts (REITs) are a good sector because of how they can generate resilient defensive rental income and pay distributions to investors. I'd invest in businesses like Centuria Industrial REIT (ASX: CIP), Charter Hall Long WALE REIT (ASX: CLW) and Rural Funds Group (ASX: RFF).

Businesses involved in providing essential services to their customers could be useful ASX defensive share buys. I'm thinking of names like Telstra Group Ltd (ASX: TLS), APA Group (ASX: APA) and Propel Funeral Partners Ltd (ASX: PFP).

Defensive food businesses could be smart buys – we all need to eat. I'm thinking of names like Coles Group Ltd (ASX: COL) and Rivco Australia Ltd (ASX: RIV).

Finally, diversified businesses with defensive cash flow generation could also be smart long-term choices, such as Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) and Wesfarmers Ltd (ASX: WES).

I think most, if not all, of the above businesses are capable of growing their earnings over the long-term, even if AI affects the tech sector.

The post Is this the right time to invest in ASX defensive shares? appeared first on The Motley Fool Australia.

I regularly talk about ASX shares that I'm bullish about, such as Xero Ltd (ASX: XRO) and TechnologyOne Ltd (ASX: TNE). I still think they (and other ASX growth shares) are opportunities.

But there are a few ASX shares that could become more attractive after an RBA rate cut.

RBA rate cut beneficiaries

There are some businesses that could see an earnings increase due to how they generate earnings or with the amount of cash that they have on their balance sheet.

For example, Computershare Ltd (ASX: CPU) holds a significant amount of client cash and generates interest income from that. Any rate rises would be a very helpful boost for earnings. There are other, smaller businesses that also hold significant cash balances (for their size). But, the actual investment must make sense too, not just the fact that it holds cash.

The broker UBS recently commented in a note that ASX bank shares could benefit from a rate rise if it means stronger lending margins (with an increase in the net interest margin (NIM) metric). UBS said:

Upside risk [potential boost] to EPS with cash interest rates forecast to increase 50bps in 2026, possibly contributing to a stronger-than-anticipated NIM performance and revenue growth for major banks, exceeding consensus expectations. Core earnings may also benefit from higher-than-expected loan growth, while banks are actively managing persistent cost pressures, which are ~+6.0% on an underlying basis.

With that note, UBS upgraded National Australia Bank Ltd (ASX: NAB), Macquarie Group Ltd (ASX: MQG), and Bank of Queensland Ltd (ASX: BOQ) to a buy. NAB is the only major ASX bank share that UBS rates as a buy, with the next major bank choice being Westpac Banking Corp (ASX: WBC) with a neutral rating.

Businesses with debt and ASX retail shares

I'm not expecting history to repeat itself exactly, but it wouldn't be a surprise if certain rate-sensitive businesses suffer a share price decline because it could hurt profitability. I like to take advantage of declines in businesses like this, thanks to the lower valuation and the potential for a bounce back.

For example, real estate investment trusts (REITs) may suffer because of the increase in interest costs (and the headwind for real estate values). I'd be looking at names like Charter Hall Long WALE REIT (ASX: CLW), Centuria Industrial REIT (ASX: CIP), and Rural Funds Group (ASX: RFF).

I'll also keep an eye on a number of ASX retail shares – if they decline due to consumer worries, they could be particularly good cyclical opportunities to buy for the long term. I'm thinking of names like Temple & Webster Group Ltd (ASX: TPW), Lovisa Holdings Ltd (ASX: LOV), Wesfarmers Ltd (ASX: WES), and Nick Scali Ltd (ASX: NCK).

Volatility can prove to be a positive for investors to take advantage of, so if there is market negativity, then I'll be ready. But it's possible there may not be any declines at all.

The post Where I'd invest in ASX shares if the RBA increases the interest rate appeared first on The Motley Fool Australia.

I'm expecting all three businesses I'm going to highlight to increase their payouts in 2026 and, hopefully, beyond.

On top of that, all three ASX dividend shares are likely to provide shareholders with a compelling dividend yield that's better than savings in the bank.

Charter Hall Long WALE REIT (ASX: CLW)

The first business I want to highlight is a real estate investment trust (REIT) that owns a diversified portfolio of properties across a variety of sectors, including Bunnings properties, hotels, service stations, telecommunications exchanges, data centres, distribution centres, and more.

The business has built a portfolio that has long rental agreements with tenants. At June 2025, its weighted average lease expiry (WALE) was approximately nine years, giving investors pleasing rental security.

It's benefiting from steady rental growth with either fixed annual increases or inflation-linked increases, which has helped it provide guidance that its distribution will increase to 25.5 cents per security in FY26. This would be a distribution yield of 6.4% at the time of writing.

MFF Capital Investments Ltd (ASX: MFF)

This business is best-known as a listed investment company (LIC) which invests in a high-quality portfolio of international stocks that are likely to deliver compounding profits for the foreseeable future.

MFF can translate the investment profits that it makes into a rising dividend thanks to the company's structure and the ability of the board of directors to decide on the level of the passive income.

The ASX dividend share has been steadily increasing its regular dividend per share over the past several years, and the company expects to increase its biannual dividend to 10 cents per share, implying a grossed-up dividend yield of at least 5.9% for FY26, including franking credits, at the time of writing.

I believe the portfolio's investment returns can continue to perform well thanks to numerous strong businesses, including compelling recent additions.

Coles Group Ltd (ASX: COL)

Food retailing is one of the most defensive industries on the ASX, in my opinion. Coles has an important role in Australian society, and it's doing better than Woolworths Group Ltd (ASX: WOW) at growing sales thanks to its product offering.

Coles has invested significantly in new automated distribution centres and customer fulfilment centres, which should help improve its margins, efficiencies, product freshness, and e-commerce offering.

The completion of those assets should help the ASX dividend share's earnings and cash flow, helping fund larger passive income in the coming years.

The projection on CommSec suggests the business could pay an annual dividend per share of 79 cents in FY26. That translates into a potential grossed-up dividend yield of 5.3% at the time of writing, including franking credits.

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

Many investments available on the ASX (and internationally) pay dividends, as they share profits with shareholders each year. With shares, you don't need to deal with tenants, leasing agents or repairs.

It's easy to take a back seat with shares; that's why I think it's the best form of passive income.

Businesses aren't like term deposits – they can grow earnings, increase dividends, and increase share prices. Some businesses on the stock market can provide a better yield than savings accounts straight away.

The power of a dividend yield

If we put $1,000 into a bank account earning 4% interest, we'd expect to earn $40 in annual income.

Investing in stocks comes with different dividend yields. The higher the dividend yield, the more money investors will get. The highest yields (of 10% or more) aren't necessarily safer, though.

Telstra Group Ltd (ASX: TLS) is an example of a good ASX dividend share. Telstra's annual payout last year was 19 cents per share, which translates into a 4% cash dividend yield. Franking credits boost the after-tax effect of receiving the dividend (often leading to tax refunds). Including franking credits, Telstra's FY25 payout equated to a grossed-up dividend yield of 5.75%.

At the current Telstra share price, a $1,000 investment would yield $57.50 in passive income in FY25.

I think there's a good chance Telstra will increase its payout to 20 cents per share in FY26, which would yield just over $60 of grossed-up passive income (including franking credits). That's an increase of around 5%.

Savings in the bank account don't grow like that. You can leave the cash in there (and not utilise the interest), but investors can also reinvest their dividends to accelerate wealth-building.

It also shows how making a $1,000 investment can snowball into more passive income for investors.

There's more to the stock market than just Telstra shares, of course.

The stock market is a money-making machine for passive income

Some ASX-listed businesses have a record of growing their dividends every year for 20 years in a row, like Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) and APA Group (ASX: APA).

There are some investments with very high dividend yields (over 9%) that haven't given any payout reductions (though payout growth is slow), such as Shaver Shop Group Ltd (ASX: SSG) and WAM Microcap Ltd (ASX: WMI).

There are a number of other ASX dividend shares that are appealing as passive income options like MFF Capital Investments Ltd (ASX: MFF), L1 Long Short Fund Ltd (ASX: LSF), Pinnacle Investment Management Group Ltd (ASX: PNI), Universal Store Holdings Ltd (ASX: UNI), Charter Hall Long WALE REIT (ASX: CLW), Centuria Industrial REIT (ASX: CIP), Rural Funds Group (ASX: RFF) and WCM Quality Global Growth Fund (ASX: WCMQ).

Many of the above investments offer a dividend yield of 5% or more, which is appealing in my book.

Receiving $12,000 annually (or $1,000 per month) at a dividend yield of 5% would require a $240,000 portfolio.

That portfolio goal may sound like a lot, but if an investor invested $1,500 per month and their portfolio returned an average of 10% per year (the long-term average of the share market), it would only take around nine years to reach $240,000. It just takes investing in the right stocks.

The post Here's how you could turn the stock market into a $1,000 monthly passive income machine appeared first on The Motley Fool Australia.

I'm going to highlight businesses with high dividend yields that I think have a good chance of increasing their payouts in the short- and long-term.

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop is a leader in Australia and New Zealand in retailing hair removal products across its 125 stores. It sells items such as electric shavers, clippers, trimmers, and wet-shave items. It also sells a range of products across the oral care, hair care, massage, air treatment, and beauty categories.

The company's market prominence has enabled it to offer exclusive products from certain suppliers, giving it a unique selling point for customers.

The ASX dividend stock is looking to grow its profits by opening new stores, offering a wider range of beauty and self-care items, selling more online, and growing its own brand, Transform-U. A recovery in overall Australian consumer spending could also help improve profit.

It increased its annual dividend per share each year from 2017 to 2024. It maintained the dividend per share in FY24 and then grew the payout again to 10.3 cents per share in FY25. At the time of writing, this translates into a grossed-up dividend yield, including franking credits, of 9.6%.

I expect it will increase the payout again by another 0.1 cent per share in FY26, which would give the business a grossed-up dividend yield, including franking credits, of 9.7%.

Chartre Hall Long WALE REIT (ASX: CLW)

This business is a real estate investment trust (REIT) that owns a vast portfolio of commercial properties across Australia.

It has deliberately built its portfolio to include properties on long-term leases with tenants. It had a weighted average lease expiry (WALE) of around 9 years at June 2025, providing investors with long-term stability.

I like how the ASX dividend stock has built its portfolio to include a number of sectors, including pubs and hotels, Bunnings properties, telecommunications exchanges, grocery and distribution centres, food manufacturing and more.

In a move that's good for the distribution yield, it pays out 100% of its operating earnings each year. It's expecting to pay a distribution per unit of 25.5 cents in FY26 – an increase from 25 cents per unit in FY25. The projected payout translates into a distribution yield of  6.4%.

Another benefit of the passive income from the ASX dividend share is that payments are delivered quarterly, providing investors with a steady stream of income throughout the year.

While these aren't the only two high-yield names, they're two I expect to increase the payout in FY26.

The post Get paid huge amounts of cash to own these ASX dividend stocks appeared first on The Motley Fool Australia.

In reality, many landlords discover that property investing comes with far more stress — and physical cost — than expected. Maintenance issues never arrive at convenient times. Tenants move out. Interest rates rise. Insurance premiums climb. And a large chunk of "rental income" quietly disappears into repairs, rates, and ongoing upkeep.

The good news is that Australian investors don't need to own a physical property to benefit from property investing. The ASX offers simpler, more diversified ways to gain exposure to real estate — without fixing taps, chasing rent, or answering late-night calls.

How property investing works on the ASX

Investing in property through the share market allows investors to gain exposure to real estate assets without owning or managing them directly.

Two common options are property-focused exchange traded funds (ETFs) and listed real estate investment trusts (REITs).

These vehicles typically own diversified portfolios of commercial property such as shopping centres, office buildings, industrial warehouses, healthcare facilities, and logistics hubs. Income is generated through rent paid by tenants, which is then distributed to investors.

Importantly, the day-to-day management, maintenance, and capital expenditure are handled by professional managers — not individual investors.

Property ETFs: diversification made easy

Property ETFs provide broad exposure to the real estate sector in a single investment.

For example, the Vanguard Australian Property Securities ETF (ASX: VAP), tracks a basket of Australian listed property companies and REITs. This gives investors exposure to dozens of property assets across multiple sectors, rather than relying on the fortunes of one residential property.

The appeal is simplicity. Investors can buy or sell units on the ASX, reinvest income automatically, and scale their exposure over time — all without dealing with tenants or maintenance.

Listed REITs: owning slices of quality property

Investors can also choose individual listed property companies.

One example is Goodman Group (ASX: GMG), which owns and develops industrial and logistics property globally. Its assets include data centres, warehouses and distribution centres that support e-commerce and global supply chains.

Another is Charter Hall Long WALE REIT (ASX: CLW). It stands out for broad exposure across the property market rather than relying on a single sector. Its portfolio spans everything from government-leased assets and data centres to service stations, hotels and pubs, grocery distribution hubs, food manufacturing sites, waste and recycling facilities, telecommunications exchanges, and large-format retail properties such as Bunnings.

These investments generate income from long-term leases and are required to distribute a large portion of their earnings to investors, making them popular with income-focused portfolios. The added level of diversification helps REITs smooth income streams and reduces reliance on any one tenant type or property segment.

The Foolish takeaway

Property investing does not have to involve physical ownership, leverage, or hands-on management.

ASX-listed property investments allow Australians to benefit from rental income and long-term property trends, while avoiding many of the hidden costs and stresses of being a landlord. They also offer greater diversification, liquidity, and flexibility than owning a single residential property.

The post Skip landlord stress with these ASX property shares appeared first on The Motley Fool Australia.