As the name suggests, this business is a real estate investment trust (REIT) that owns a portfolio of industrial properties/warehouses across major Australian cities. It aims to provide sustainable income and longer-term capital growth.

Its portfolio includes 88 properties that were valued at $1.4 billion at 31 December 2025. Let's get into what makes it an appealing option for passive income.

Compelling ASX dividend stock

The business regularly tells investors what passive income it expects to pay to investors.

For the 2026 financial year, it expects to deliver an annual distribution of 16.6 cents per security, representing a forecast distribution payout ratio of 95.4% of its net rental profit (funds from operations – FFO). This translates into a distribution yield of 6.9% at the time of writing.

The payout ratio being under 100% shows the business has a sustainable level of passive income and it's maintaining a bit of profit that can be used to improve the business.

Why this is a good investment for the long-term

The business has evolved its portfolio into a focused Australian industrial REIT following the divestment of the Brisbane Technology Park. It has re-weighted its portfolio (including acquisitions) towards high-quality, well-located, growth-oriented industrial assets.

The REIT notes that vacancy rates remain low across core industrial markets, with high land and construction costs putting pressure on the supply pipeline. It suggested that the sector will be supported by a growing population and limited available supply of more properties.

Most (87%) of the ASX dividend stock's property portfolio has fixed rental increases, which helps the business deliver rising overall rental income – a key input for growing rental profit and higher distributions.

Its portfolio is almost entirely leased, with an occupancy rate of 99.7%, assuring it's maximising the rental income it can deliver. During the FY26 half-year period, it delivered an underlying like-for-like increase of 5.6%, supported by contracted rental escalations, strong re-leasing spreads (new rental contracts) and higher average occupancy throughout the period.

The business looks undervalued partly because it has seen its unit price fall by approximately 20% since September 2025.

It reported its net tangible assets (NTA) were $3.39 per unit as at 31 December 2025. That essentially tells investors what the property portfolio is worth, on a per-unit basis, minus the loans and including all other tangible assets and liabilities.

The latest Dexus Industria REIT unit price is valued at a 29% discount to its NTA. That's a big and attractive discount!

The post 1 ASX dividend stock down 20% I'd buy right now appeared first on The Motley Fool Australia.

ASX dividend shares are a great way to earn a reliable passive income, but the tricky part is working out which ones are best suited for your risk profile.

Here are two of my favourite high-yield ASX dividend shares, and both pay around 7%.

Dexus Industria REIT (ASX: DXI)

Dexus Industria REIT is a listed investment trust (LIT) that holds a diversified portfolio of over 90 workplace-focused properties. These include established industrial properties, technology parks, and business park assets located across Sydney, Melbourne, Brisbane, Perth, and Adelaide. 

Its $1.6 billion portfolio is managed internally by Dexus and is one of the Dexus group's three ASX-listed entities.

Its portfolio of assets and investment plan enable it to provide resilient growth, income, and long-term risk-adjusted returns to investors. It benefits from a diversified tenant base, high occupancy, and stable rental income. 

The ASX dividend company has paid a quarterly unfranked or partially franked dividend since 2017. Its investors will be paid an unfranked quarterly dividend of 4.1 cents in May.

Dexus Industria REIT is forecast to pay dividends per share of 16.6 cents in FY26, which implies a forward yield of 7% at the time of writing. And then 16.8 cents in FY27. 

Betashares Dividend Harvester Active ETF (ASX: HVST)

Betashares HVST is another option for investors looking for an ASX dividend share yielding around 7%. The bonus of this ASX ETF is that it pays its investors monthly dividends, rather than quarterly or even annually.

The fund invests in 40 to 60 dividend-paying companies selected from the top 100 largest companies listed on the ASX. It selects these companies based on their dividend forecasts, franking credits, and expected future gross dividend payments.

Not only does Betashares HVST pay its investors on a monthly basis, it boasts that its annual dividend yield is around double that of the broader ASX.

As of the 31st of March this year, the HVST ETF pays a 12-month gross distribution (dividend) yield of 7.6%, and a net yield of 5.9%. Its franking level is 63.9%, and it has an annual management fee of 0.72%.

Its most recent dividend payment was in mid-March when it paid out 6 cents per share to investors. The fund also paid out $0.06 per share to investors in late February and in January. Another $0.06 per share is due to be paid to investors next week.

The post 2 ASX dividend shares yielding 7% or more 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.

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.

At the close, 291 of the 500 ASX All Ords shares had fallen throughout the day, with several hitting new 52-week lows.

Are these stocks a buying opportunity?

Let's defer to the experts.

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price fell to a 52-week low of $3.36 on Thursday.

Endeavour shares have tumbled 12% over the past 12 months.

After reviewing Endeavour's 1H FY26 report, Morgans maintained a hold rating on this ASX consumer staples share.

However, the broker reduced its 12-month price target slightly from $3.70 to $3.65.

Morgans said:

While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed that the combined Retail and Hotels portfolio will be retained.

Management also noted that they will continue investing in Dan Murphy's to restore its price leadership, while accelerating hotel renewals and electronic gaming machine (EGM) replacements.

Objective Corporation Ltd (ASX: OCL)

The Objective Corporation share price fell to a 52-week low of $11.67 today.

The ASX tech share is down 22% over the past year.

Morgans recently changed its rating from accumulate to buy but lowered its 12-month target from $20 to $16.70.

The broker commented:

We see tailwinds remaining supportive of OCL's long-term growth momentum.

Treasury Wine Estates Ltd (ASX: TWE)

This ASX wine share fell to a multi-year low of $3.34 on Thursday.

Treasury Wine Estates has lost two-thirds of its market capitalisation over the past year.

This week, Jefferies retained its hold rating on Treasury Wine shares and lowered its target from $5 to $4.

Dexus Industria REIT (ASX: DXI)

This real estate investment trust (REIT) fell to a 52-week low of $2.32 on Thursday.

The Dexus Industria REIT share price has declined 14% over the past year.

Bell Potter has a buy rating on Dexus Industria stock with a share price target of $3.

Nuix Ltd (ASX: NXL)

The Nuix share price fell to a 52-week low of $1.24 today.

This ASX tech share has crumbled 62% over the past 12 months.

Morgan Stanley has a buy rating on Nuix shares with a 12-month target of $3.75.

DigiCo Infrastructure REIT (ASX: DGT)

DigiCo shares fell to a 52-week low of $1.67 on Thursday.

The DigiCo Infrastructure REIT share price has halved over 12 months.

This week, Morgans reiterated its buy rating but slashed its price target from $4.15 to $2.70.

The post 6 ASX shares at 52-week lows: Buy, hold, or sell? appeared first on The Motley Fool Australia.

After all, there is no point going for the highest yielding ASX stock out there if its share price is due to correct.

Here are three strong ASX dividend shares, each with a yield of over 5% and with great growth potential over the next 12 months.

AGL Energy Ltd (ASX: AGL)

AGL Energy shares jumped 20% higher in February after the company's revised FY26 guidance figures excited investors. The energy company said it expects full-year underlying EBITDA of $2.02 billion to $2.18 billion. It also expects an underlying profit of $580 million to $680 million.

Most excitingly, the board also elected to increase its fully-franked interim dividend to 24 cents per share, up 4.3% from 23 cents last year. At the time of writing, that translates to a dividend of around 5.1%.

AGL is expected to grow its annual dividend even further, too. For FY26, UBS expects AGL to make an annual payout of 49 cents per share. It expects to pay 54 cents per share in FY27.

Analysts tip an upside as high as 40% for AGL shares too, to $13.25 over the next 12 months.

Rural Funds Group (ASX: RFF)

Rural Funds Group is a real estate investment trust (REIT) that is focused on agricultural assets ranging from cattle to almonds. The company has high exposure to essential food production and agricultural supply chains and is expected to benefit from long-term demand.

The ASX dividend stock has paid a quarterly unfranked dividend to investors since 2016. Investors will be paid 2.9 cents per share next month. This implies a yield of around 5.5% at the time of writing. 

Bell Potter forecasts the company will pay dividends per share of 11.7 cents in FY 2026 and FY 2027. 

Analysts tip an upside as high as 24% to $2.50 per share over the next 12 months, at the time of writing.

Dexus Industria REIT (ASX: DXI)

Dexus Industria REIT has a portfolio of workplace-focused properties comprising more than 90 assets. The listed Australian real estate investment trust (LIT) is primarily invested in industrial warehouses. It plans to provide resilient income growth and long-term risk-adjusted returns to investors. It benefits from a diversified tenant base, high occupancy, and stable rental income. 

The company has paid a quarterly unfranked or partially franked dividend since 2017. Its investors will be paid an unfranked quarterly dividend of 4.1 cents in May, implying a yield of around 6.9%.

The company is forecast to pay dividends per share of 16.6 cents in FY26 and then 16.8 cents in FY27. 

Analysts tip an upside as high as 43% over the next 12 months, to $3.40 per share, at the time of writing.

The post 3 ASX dividend shares yielding 5%+ that still have growth potential appeared first on The Motley Fool Australia.

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%.

The post These ASX 300 stocks could be top buys offering 25%+ returns according to Bell Potter appeared first on The Motley Fool Australia.

While term deposits and savings accounts are offering improved returns, there are still a number of listed companies providing generous dividend yields along with the potential for capital growth.

Here are two ASX dividend shares that are currently rated as buys by brokers and offer forecast yields above 5%.

Dexus Industria REIT (ASX: DXI)

The first ASX dividend share that could be worth considering is Dexus Industria REIT.

This real estate investment trust focuses on industrial properties, including warehouses and logistics facilities located in key urban markets. These assets are closely tied to supply chains and ecommerce activity, which has supported strong demand in recent years.

The trust benefits from a diversified tenant base with high occupancy, providing relatively stable rental income. For example, last month, it reported an occupancy rate of 99.7% and a weighted average lease expiry of 5.3 years.

In addition, with around 87% of income subject to fixed rental increases, this can support distribution growth over time.

Speaking of which, the team at Bell Potter is bullish on the company and expects dividends per share of 16.6 cents in FY 2026 and then 16.8 cents in FY 2027. Based on its current share price of $2.40, this would mean dividend yields of 6.9% and 7%, respectively.

The broker has a buy rating and $3.00 price target on Dexus Industria shares.

Transurban Group (ASX: TCL)

Another ASX dividend share that could appeal to income investors is Transurban Group.

The company owns and operates major toll roads across Australia and North America, generating revenue from millions of daily vehicle trips.

What makes this business particularly attractive is the long-term nature of its assets. Many of its toll road concessions run for decades, providing strong visibility over future cash flows.

In addition, toll prices on many of its roads increase annually, often linked to inflation. Combined with traffic volumes continuing to grow from population growth and urbanisation, the company's long-term outlook remains very positive.

With respect to income, the team at Citi is forecasting dividends of 69.5 cents per share in FY 2026 and then 74.5 cents per share in FY 2027. Based on its current share price of $13.90, this would mean dividend yields of 5% and 5.35%, respectively.

Citi currently has a buy rating and $16.10 price target on Transurban shares.

The post 2 ASX dividend shares with 5%+ yields and buy ratings appeared first on The Motley Fool Australia.

While that is an attractive yield, you don't have to settle for it.

Not when there are analysts out there forecasting significantly greater yields from the three buy-rated ASX dividend shares listed below.  Here's what they are recommending:

APA Group (ASX: APA)

The first ASX dividend share that brokers are tipping as a buy is APA Group.

It owns and operates critical energy infrastructure across Australia, including gas pipelines, storage facilities, and power assets. These assets are typically long life and regulated or contracted, which helps provide steady and visible cash flows.

Macquarie currently has an outperform rating and $9.58 price target on its shares.

As for income, Macquarie is forecasting dividends of 58 cents per share in FY 2026 and then 59 cents per share in FY 2027. Based on its current share price of $9.18, that equates to very attractive dividend yields of 6.3% and 6.4%, respectively.

Charter Hall Retail REIT (ASX: CQR)

Another ASX dividend share that could be a buy in March is the Charter Hall Retail REIT.

It is a property trust that owns a diversified portfolio of convenience-based retail centres anchored by supermarkets, service stations, and essential services.

As shoppers continue to spend on groceries and everyday necessities regardless of economic conditions, these assets tend to be defensive.

Together with long lease terms and high-quality tenants, Charter Hall Retail has good visibility over future rental income. This supports consistent distributions to unitholders.

Macquarie is also a fan of the company and is expecting some big dividend yields in the near term.

The broker is forecasting dividends per share of 25.5 cents in FY 2026 and then 25.4 cents in FY 2027. Based on its current share price of $3.87, this would mean dividend yields of 6.6% and 6.55%, respectively.

Macquarie has an outperform rating and $4.15 price target on its shares.

Dexus Industria REIT (ASX: DXI)

A third ASX dividend share that brokers are positive on is Dexus Industria.

It focuses on industrial assets, including warehouses and logistics facilities, which continue to benefit from structural trends such as ecommerce and supply chain optimisation.

Bell Potter is positive about the company's outlook and recently put a buy rating and $3.00 price target on its shares.

As for income, the broker is forecasting dividends of 16.6 cents per share in FY 2026 and then 16.8 cents per share in FY 2027.  Based on its current share price of $2.40, this would mean dividend yields of 6.9% and 7%, respectively.

The post 3 top ASX dividend shares with 6%+ yields appeared first on The Motley Fool Australia.

The S&P/ASX 200 Real Estate Index (ASX: XPJ) is down 3.6% while the S&P/ASX 200 Index (ASX: XJO) is up 1.1%.

The ASX 200 hit a record 9,118.3 points in earlier trading, surpassing its previous record of 9,115.2 points on 21 October.

Stronger-than-expected jobs data released today has added to the case for further interest rate hikes in 2026.

Interest rate increases do not bode well for ASX real estate shares.

However, Morgans reckons there are three real estate stocks worth looking at following their latest earnings reports.

The broker gives all of them a buy rating.

Let's find out why.

Dexus Industria REIT (ASX: DXI)

This ASX property share is trading at $2.53 apiece, down 1.4% today and 9.8% over the past 12 months.

Dexus Industria reported its 1H FY26 results last week.

Morgans said:

DXI continues to deliver strong operational results, with fixed/CPI rent escalators providing visibility for medium-term earnings growth, despite a normalisation in some industrial markets.

The balance sheet is a key differentiator, with gearing below the target range, and no near-term debt maturities, DXI is afforded the flexibility to pursue value-accretive developments such as the Jandakot.

Whilst these factors underpin DXI's ability to grow income organically and recycle into higher-quality industrial assets, the current interest rate environment is likely to cap near-term valuation momentum across the A-REIT sector.

Morgans has an accumulate rating on this real estate investment trust (REIT) with a $2.80 price target.

The broker said:

On balance, DXI's secure income, development-led value creation, and a 26% discount to NTA justify a stance more constructive than Hold, but rate-driven macro constraints prevent a Buy; we therefore retain an ACCUMULATE rating with a $2.80 price target.

Centuria Industrial REIT (ASX: CIP)

This ASX property share is trading at $3.20 apiece, up 0.16% today and 9.04% over the past 12 months.

Centuria Industrial REIT released its 1H FY26 results last week.

Morgans said:

The CIP portfolio continues to perform well, with +44% rental spreads and a further 20% under-renting to continue driving net property income growth over the medium term.

Offsetting the strong property fundamentals, higher interest costs continue to impact CIP (and peers).

Albeit, CIP's debt book remains in good condition, benefiting from the recently issued exchangeable note ($350m at 3.5% coupon).

To this end, the prospect of higher rates will likely continue to weigh on the sector, offsetting some of the positive fundamentals.

Morgans kept its accumulate rating on this ASX property share with a $3.60 price target.

HomeCo Daily Needs REIT (ASX: HDN)

This ASX property share is trading at $1.31 apiece, down 0.2% today and up 8.4% over 12 months.

HomeCo Daily Needs REIT also reported its 1H FY26 earnings last week.

Morgans commented:

HDN delivered a consistent set of results, with property fundamentals seeing NOI growth at +4.6% (vs pcp) and NTA growth of 5.4% (vs Jun-25).

However, higher rates and increased debt saw FFO growing a more modest 2.8% – a trend we expect to continue as the business navigates potentially higher rates.

Given HDN is trading at a 17% discount to NTA, with a 6.7% distribution yield (FY26), there is cause to see value.

However, it appears FFO growth greater than inflation may remain elusive for the medium term.

Morgans retained its accumulate rating with a $1.40 per share price target.

The post 3 ASX property shares to buy appeared first on The Motley Fool Australia.

But while term deposits may offer more than they did a few years ago, there are still ASX shares providing attractive forward yields, with the added benefit of potential capital growth.

Based on broker forecasts, the following four shares combined offer an average forward dividend yield of around 6%. Here's what analysts are saying about them:

APA Group (ASX: APA)

The first ASX share to consider is APA Group. It owns and operates a portfolio of gas pipelines, storage facilities, and energy infrastructure assets across Australia. These assets are typically backed by long-term contracts, providing visible cash flow and supporting reliable distributions.

Macquarie is positive on the company and currently has an outperform rating and $9.23 price target on its shares. As for income, the broker is forecasting a dividend yield of approximately 6.4% in FY 2026.

Aurizon Holdings Ltd (ASX: AZJ)

Another ASX share worth considering for dividends is Aurizon. It operates one of Australia's largest rail freight networks, transporting bulk commodities such as coal across key export corridors. While volumes can fluctuate, much of the company's revenue is underpinned by long-term take-or-pay contracts.

Macquarie is also positive on this one. The broker recently put an outperform rating on Aurizon's shares with a $3.77 price target.

With respect to dividends, the broker is expecting the company's shares to deliver a yield of around 5.4% in FY 2026.

Dexus Industria REIT (ASX: DXI)

For investors wanting property exposure, the Dexus Industria REIT could be worth a closer look according to analysts. It focuses on industrial assets, including warehouses and logistics facilities, which continue to benefit from structural trends such as ecommerce and supply chain optimisation.

Bell Potter is feeling positive about the company's outlook. It recently put a buy rating and $3.00 price target on the ASX share.

As for that all-important income, the broker is forecasting a dividend yield of approximately 6.6% in FY 2026, making it one of the higher-yielding names in this group.

Premier Investments Ltd (ASX: PMV)

The final ASX share to consider for income is Premier Investments. It is the owner of popular retail brands Smiggle and Peter Alexander, as well as a stake in Breville Group Ltd (ASX: BRG). These assets are consistently generating strong free cash flow, which is usually returned to shareholders in the form of dividends.

Macquarie is also positive on this one. It currently has an outperform rating and $16.20 price target on the shares.

As for income, the broker expects a fully franked dividend yield of approximately 5.8% in FY 2026.

The post 4 ASX shares to consider buying with an average dividend yield of 6% appeared first on The Motley Fool Australia.

Arena REIT (ASX: ARF) shares are up 0.86% to $3.53, Dexus Industria REIT (ASX: DXI) is 0.40% higher at $2.54, while Dexus Convenience Retail REIT (ASX: DXC) is flat at $2.82.

Arena REIT and Dexus Industria REIT reported today, while Dexus Convenience Retail REIT released its numbers on Monday.

Here is what investors are digesting.

Arena REIT stands out with earnings and distribution growth

Arena REIT reported a strong result for the six months to 31 December 2025, underpinned by contracted rental growth and development completions.

Net operating profit increased 9% to $39 million, while operating earnings rose to 9.70 cents per security, up 5.4% on the prior corresponding period. Statutory net profit came in at $110 million, reflecting valuation gains across the portfolio.

Arena declared an interim distribution of 9.625 cents per security, up 5.5% year on year, and reaffirmed full-year distribution guidance of 19.25 cents per security.

Portfolio fundamentals remain a key strength. Occupancy was 100%, with a weighted average lease expiry of 17.9 years. The trust recorded a portfolio valuation uplift of $61.2 million, taking total assets to $1.98 billion and net asset value per security to $3.64.

Dexus Industria REIT holds up as costs rise

Dexus Industria REIT delivered a resilient half-year result despite higher interest costs weighing on earnings.

Funds from operations declined slightly to $28.2 million, or 8.9 cents per security. Statutory net profit after tax (NPAT) fell to $43.4 million, reflecting lower valuation gains compared with the prior half.

The trust declared an interim distribution of 8.3 cents per security and reaffirmed full-year guidance of 16.6 cents per security. FY26 funds from operations guidance was slightly upgraded to between 17.3 and 17.4 cents per security.

Portfolio metrics remained solid, with occupancy at 99.7% and a weighted average lease expiry of 5.3 years. Net tangible assets increased 5.1% to $3.39 per security, supported by a $14.8 million uplift in portfolio valuations.

Dexus Convenience Retail REIT focuses on steady income

Dexus Convenience Retail REIT reported a steady result for the half-year to 31 December 2025, reflecting the defensive nature of its convenience-based retail portfolio.

Funds from operations came in at $14.5 million, or 10.5 cents per security, supported by like for like income growth of 2.9% and average rent reviews of 3.1%. The trust declared an interim distribution of 10.45 cents per security.

Statutory net profit after tax (NPAT) rose to $35.8 million, up from $14.7 million in the prior corresponding period, driven by a $19.8 million valuation uplift. Net tangible assets increased 4.4% to $3.80 per security.

Portfolio occupancy remained high at 99.9%, with gearing of 29.8% at the lower end of the target range.

Foolish Takeaway

All 3 REITs delivered solid results that met expectations, but none provided a strong reason to be re-rated.

Arena continues to offer visible earnings and distribution growth, while Dexus Industria and Dexus Convenience Retail remain focused on stability.

The post Income investors are watching these 3 ASX REIT results. Here's the details appeared first on The Motley Fool Australia.

A share price decline leads to a similar increase in the dividend yield. For example, if the dividend yield was 5% and the share price declines 10% then the dividend yield becomes 5.5%. A 20% decline would mean the dividend yield becomes 6%.

Dexus Industria is a real estate investment trust (REIT) that owns a portfolio of industrial properties across the country. I think this is a good time to look at the business whilst it's trading at a large discount.

ASX dividend stock credentials

The business is expecting to grow its payout in the 2026 financial year – a rising distribution/dividend is one of the most appealing factors of a good ASX dividend stock, in my view.

It's expecting to increase its payout from 16.4 cents per security in FY25 to 16.6 cents in FY26.

That potential payout for FY26 translates into a forward distribution yield of around 6%. I think that's a really positive yield, in my opinion, with a superior offering to term deposits and the possibility of further payout growth in future years.

With the ASX dividend stock's compelling outlook, I think the business is a compelling buy for a few reasons.

Why it looks like a buy

Every REIT tells investors what its underlying worth is for each result with a net tangible asset (NTA) and net asset value (NAV) figure. This includes the value of the properties, the loans, cash and other assets and liabilities.

Dexus Industria REIT reported that at 30 June 2025, it had NTA of $3.34. That means the ASX dividend stock is currently trading at a 17% discount, which I think is an appealing discount.

The business says that it's focused on enhancing portfolio attributes that deliver organic income growth and that it's "well positioned to continue generating a secure income stream with embedded rental growth, while delivering on its development pipeline".

The business is optimistic on the industrial property market. It said:          

Industrial market conditions remain favourable, supported by continued low vacancy across core markets. Demand has moderated from the extraordinary levels reached in recent years. However, strong population growth, higher online penetration rates, and a more supportive interest rate outlook are expected to continue to support industrial activity and demand. With continued high land and construction costs, supply levels are expected to remain moderate, supporting rental growth and occupancy levels. With that in mind, I think the future looks very positive for the ASX dividend stock.

The post 1 ASX dividend stock down 24% I'd buy right now appeared first on The Motley Fool Australia.

REITs can have various property types in their portfolios, or they might specialise in just one type. 

For example, some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels. 

Others specialise in residential property investment, such as aged care villages and apartment buildings.

Each week, broker Bell Potter provides analysis on the sector, including target prices and recommendations. 

Right now, it appears the broker sees upside after a down month. 

Here is how the broker is viewing the sector right now. 

Underperforming over the last month 

In this week's report, the broker noted that REITs performed well until a stronger-than-expected employment print (unemployment down to 4.3% vs. 4.5% prior and 4.4% consensus) drove the sector down against the broader S&P/ASX 200 Index (ASX: XJO).

Bell Potter said overall, the sector has underperformed over the last month but could be poised for a bounce back.

On this sentiment, we still think the sector is well positioned (return of earnings growth, strong balance sheets, increased cap trans activity and potential for debt-funded accretive acquisitions) and worth bearing in mind 3mth BBSW is only marginally above where it started FY26 (c.3.6%).

The broker highlighted that Infratil Ltd (ASX: IFT) delivered its 1H26 result, reaffirming full-year guidance, but lost ground given prior strong consensus views. 

Other companies that fell last week included:

• Goodman Group (ASX: GMG) down 3%
• HMC Capital (ASX: HMC) lost 4% 
• DigiCo Infrastructure REIT (ASX: DGT) fell 7%

Buy, hold, and sell from Bell Potter

The report from Bell Potter also included target prices and recommendations.

REITs with buy recommendations include:

• Centuria Capital Group (ASX: CNI)
• Goodman Group (ASX: GMG)
• Dexus Convenience Retail REIT (ASX: DXC)
• GDI Property Group (ASX: GDI)
• Healthco Healthcare And Wellness Reit (ASX: HCW)
• Dexus Industria REIT (ASX: DXI)

Of this group, the team at Bell Potter sees the biggest upside for Healthco Healthcare and Wellness Reit (ASX: HCW) and Goodman Group (ASX: GMG). 

The broker sees roughly 37% to 40% upside from current levels. 

The broker has hold recommendations on: 

• HMC Capital (ASX: HMC)
• DigiCo Infrastructure REIT (ASX: DGT)
• Homeco Daily Needs REIT (ASX: HDN)  

Bell Potter has a sell recommendation on Centuria Office REIT (ASX: COF). 

Looking ahead, the broker said feedback from corporates and leading CRE private credit providers points towards potential for margin compression across the sector. 

The post What is Bell Potter's view on REITs? appeared first on The Motley Fool Australia.

Among the payers this week were BHP Group Ltd (ASX: BHP), which paid a fully franked dividend of 91.9 cents per share yesterday.

Telstra Group Ltd (ASX: TLS) also paid out a fully franked final dividend of 9.5 cents per share yesterday.

Some companies that reported their financial results late in the August earnings season are yet to go ex-dividend.

That means you still have time to strategise how to make their ex-div dates work for you.

Make the ex-dividend date work for you!

Ex-dividend dates provide two opportunities for investors.

After a company announces its next dividend, investors have a small window of opportunity to buy the ASX share with the payment attached.

If you do this, you can generate a quick return via short-term income.

Alternatively, you might like to wait until the ex-dividend date to buy, because the price will likely fall, creating a buy-the-dip opportunity.

Share prices typically fall on ex-dividend dates because the stocks are fundamentally less valuable without the next dividend attached.

As usual, there have been many examples of ASX shares falling on their ex-dividend dates this year.

On Monday, New Hope Corporation Ltd (ASX: NHC) shares fell 7.35% after the coal mining stock went ex-dividend.

Next week, a slew of real estate investment trusts (REITs) and other ASX shares will go ex-dividend.

19 ASX shares with ex-dividend dates next week

Here is a sample of the ASX shares with ex-dividend dates next week.

The post 19 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

There are several reasons why many share prices have reached high valuations, including falling interest rates and higher earnings.

But, there are still some names that are trading at valuations that look good value. I'd call them bargain buys, so let's get into those stocks.

GQG Partners Inc (ASX: GQG)

GQG is a fund manager that's headquartered in the US and has a presence in multiple other countries including the UK, Australia and Canada.

In the last six months, the GQG share price has fallen by around 20%, as the below chart shows. I think this could be the right time to consider the business, given that investor confidence is lower following a couple of months of net outflows of funds under management (FUM).

But, I think it's important to recognise the significant progress the fund manager has made over the years, rather than just focus on the last couple of months. At 30 June 2024, it had FUM of US$155.6 billion, at 31 July 2025 it had US$166.5 billion of FUM, and this rose to US$167.6 billion as at 31 August 2025.

Even though the business saw US$1.8 billion of net outflows during August 2025, the company still saw FUM rise by US$1 billion thanks to the investment performance of its funds.

Time will tell whether the outflows are a long-term trend or a short-term issue. But, the GQG share price has fallen far more than I'd say is reasonable for the outflows.

If the ASX share were to earn the same earnings per share (EPS) in the second half of FY25 as the first half and declare the same dividend for the second half, it would mean it's trading at approximately 7x earnings with a dividend yield of 13%. GQG could deliver a market-beating return just from the dividend payments if FUM can be maintained.

At this valuation, any medium-term FUM/earnings growth could be a significant catalyst. I'm not surprised GQG talisman Rajiv Jain has bought shares recently.

Dexus Industria REIT (ASX: DXI)

The other ASX share I want to highlight is this real estate investment trust (REIT) that owns a diversified portfolio of industrial warehouses across Australian cities. It aims to provide sustainable income and capital growth prospects for investors over the long-term.

During this period of interest rate cuts by the Reserve Bank of Australia (RBA), I believe property, including commercial property, is looking increasingly attractive.

I'm not surprised the Dexus Industria REIT unit price has climbed 10% in the last six months.

Despite the gains, the business still looks undervalued. It reported net tangible assets (NTA) of $3.34 at 30 June 2025. At the time of writing, it's trading at a discount of 12.5% to the NTA. With the potential for one or more rate cuts in the next 12 months, I think this is a great time to consider the ASX share.

Ongoing rental income growth from tailwinds like e-commerce could also help future rental earnings.

It's expecting to grow its annual distribution to 16.6 cents per security in FY26, translating into a distribution yield of 5.7%.

The post I think these 2 leading ASX shares are cheap buys appeared first on The Motley Fool Australia.

This business is a real estate investment trust (REIT) that owns high-quality industrial warehouses. At 30 June 2025, the business' property portfolio was valued at $1.5 billion. It aims to provide sustainable income and good capital growth prospects for investors over the long-term.

The Dexus Industria REIT unit price has declined by approximately 20% since September 2021. Following its FY25 result and the recent economic changes in Australia, I think this could be a good time to invest for passive income.

Good portfolio tailwinds

The business has positive tailwinds with its portfolio properties. Recently, it has deliberately reweighted its portfolio towards high-quality, well-located growth-oriented assets.

It explained in its FY25 result that industrial market conditions "remain favourable", supported by continued low vacancy across core markets.

Dexus Industria pointed to strong population growth, higher online penetration rates and a more supportive interest rate outlook that could support industrial activity and demand. But, high land and construction costs could mean supply of new industrial properties is expected to "remain moderate", supporting rental growth and occupancy levels.

Those tailwinds helped the ASX dividend stock deliver portfolio like-for-like income growth of 5.9% in FY25, helped by an average rental review of 3.5% and maintaining a high occupancy rate of 98.6%. I think that rental growth bodes well for future passive income growth.

Improving outlook for valuations

Now that RBA interest rate hikes have stopped and turned into interest rate cuts, the business is seeing increases in the value of its properties.

In the FY25 result, it reported a net valuation uplift of $37.6 million after all assets were independently valued, representing a 2.6% increase on their previously stated values in the prior year.

This helped the ASX dividend stock's net tangible assets (NTA) per security increase by 10 cents, or 3.1%, to $3.34.

Considering it's still trading at a large discount to its underlying value, I think the fact that its asset values are growing is appealing.

At the current Dexus Industria REIT unit price, it's trading at a 14% discount to NTA. With further potential rate cuts in the next 12 months by the RBA, I think this still represents a good time buy, despite already rising by 10% this year.

Passive income potential

In FY26, the business is expecting to grow its distribution per security by 1.2% to 16.6 cents. That translates into a distribution yield of approximately 5%, which is a strong starting point. I believe the distribution can grow in the coming years as its rental income increases and interest costs hopefully reduce.

The post 1 ASX dividend stock down 21% I'd buy right now appeared first on The Motley Fool Australia.

With $250,000 to invest, you could create a mix of quality Australian dividend stocks and ETFs that together could deliver around a 5% yield, while also positioning your capital to grow over time.

Here's how I would do it.

Start with a strong income ETF

To give the portfolio instant diversification and exposure to many of the ASX's best dividend payers, I would allocate a portion to the Vanguard Australian Shares High Yield ETF (ASX: VHY).

This popular ETF targets Australian shares with higher-than-average forecast dividend yields, while aiming to avoid unsustainable payers. With its broad spread across sectors, I think the fund would act as a solid core holding.

Add quality blue chips

I would include Macquarie Group Ltd (ASX: MQG) for its mix of dividend income and exposure to global infrastructure and investment banking. While its payouts can vary with market conditions, Macquarie's long-term record of rewarding shareholders is impressive.

Telstra Group Ltd (ASX: TLS) would also make the cut. As Australia's largest telecommunications company, it offers reliable earnings from a defensive industry and is committed to paying fully franked dividends.

Include Australian dividend stocks with growth potential

To boost potential capital growth alongside income, I would add Accent Group Ltd (ASX: AX1) and Universal Store Holdings Ltd (ASX: UNI).

Both are retail businesses with strong brands and market positions, offering healthy dividend yields today with room for dividend growth as their earnings continue to rise.

Add property and agriculture exposure for diversification

For real estate exposure, Dexus Industria REIT (ASX: DXI) could be attractive. It focuses on industrial and logistics properties — sectors with strong demand trends — and pays out steady, high-yield distributions.

From the agriculture sector, Rural Funds Group (ASX: RFF) offers exposure to farmland and agricultural assets with long-term leases in place, providing a dependable income stream.

Include a global income specialist

Finally, GQG Partners Inc (ASX: GQG) would bring a global dimension to the portfolio. As a fund manager specialising in global equities, it has been a strong performer historically and pays out a high portion of its profits as dividends. And with its shares down materially from their highs, its forecast yield is currently out of this world at over 10%.

Foolish takeaway

By combining an income ETF like the Vanguard Australian Shares High Yield ETF with a selection of blue chips, mid-caps, property, agriculture, and global exposure, this $250,000 portfolio could generate significant passive income of $12,500 per annum with an average dividend yield of 5%.

And over time, reinvesting dividends or letting them compound could turn this income-focused portfolio into a powerful wealth-building machine.

The post How I'd invest $250,000 in Australian dividend stocks appeared first on The Motley Fool Australia.

Three broker buy ratings that you might want to know more about are summarised below. Here's why brokers think these ASX shares are in the buy zone right now:

Dexus Industria REIT (ASX: DXI)

According to a note out of Bell Potter, its analysts have upgraded this industrial property company's shares to a buy rating with a $3.10 price target. It notes that Dexus Industria's FY 2025 result was slightly ahead of expectations. And while its dividend guidance for the year ahead was softer than expected, this has been driven by an asset sale. So, with its shares underperforming other REITs, the broker sees value on offer here for investors. Particularly given that there is strong sector tailwinds for industrial property evidenced in direct markets. The Dexus Industria share price is trading at $2.88 this afternoon.

Pro Medicus Ltd (ASX: PME)

A note out of Morgan Stanley reveals that its analysts have retained their overweight rating on this health imaging technology company's shares with an improved price target of $350.00. This follows the release of an impressive FY 2025 result which was ahead of the broker's expectations. It also notes that its sales pipeline and contract wins indicate that growth in FY 2026 is likely to be even better than forecast. As a result, it has boosted its earnings forecasts for the coming years and valuation accordingly. The Pro Medicus share price is fetching $311.84 at the time of writing.

Telstra Group Ltd (ASX: TLS)

Analysts at Macquarie have retained their outperform rating on this telco giant's shares with a trimmed price target of $5.04. According to the note, Telstra delivered a softer than expected mobile result in a noisy year. However, looking through the one-off impacts in FY 2025, it remains positive. It highlights rational MNO pricing and strong cost-out tailwinds, plus ICF earnings as drivers of growth. In fact, it expects mid single-digit cash earnings per share growth over the coming years. Another positive is that strong demand has been flagged in InfraCo and Intercity Fibre has kicked off, with additional routes to open in FY 2026. It expects this to help it achieve its FY 2030 goals. The Telstra share price is trading at $4.84 on Friday afternoon.

The post Brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.

And leading Australian investment bank Macquarie Group Ltd (ASX: MQG) is sounding optimistic on the market's reactions from the first week of outcomes.

It noted that share price responses have broadly been positive for results reported so far, hinting that investors may be positioning for potential interest rate cuts and a stronger FY26.

The broker pointed to earnings per share (EPS) surprises skewing to the upside, with four beats and only two misses out of 15 results released to date.

Macquarie attributes this encouraging start to stronger-than-anticipated margins – a trend also evident in the US as American consumers remain resilient.

For instance, it highlighted three ASX 200 shares with significant US exposure that delivered notable margin surprises.

These were gold mining giant Newmont Corporation CDI (ASX: NEM), financial technology specialist Block CDI (ASX: XYZ), and media heavyweight News Corporation Class B Voting CDI (ASX: NWS).

Macquarie believes this margin strength could potentially extend to other ASX companies when they report their results.

So, which ASX stocks could also be poised to deliver positive EPS surprises this earnings season?

Let's explore the ASX shares Macquarie has identified.

Macquarie's 6 ASX stock pick ideas ahead of results

Ventia Services Group Ltd (ASX: VNT)

Ventia is a leading infrastructure services provider. It specialises in long-term operation, maintenance, and management of essential public and private assets across Australia and New Zealand.

Origin Energy Ltd (ASX: ORG)

Origin is a diversified energy company with operations spanning natural gas production, electricity generation, wholesale and retail energy sales, as well as the export of liquefied natural gas (LNG).

Telstra Group Ltd (ASX: TLS)

Telstra is a telecommunications business that operates Australia's largest mobile network. It also offers a broad range of services, including mobile and fixed-line telecommunications, data, and digital content for both consumers and businesses.

Dexus Industrial REIT (ASX: DXI)

Dexus is an Australian real estate investment trust with a $1.4 billion portfolio of industrial properties across key Australian cities, alongside a vast pipeline of development projects.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo is an Australian real estate investment trust specialising in the ownership and management of shopping centres, with a portfolio of 48 sites located in metropolitan growth corridors across major cities.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster is an online-only retailer of furniture and homewares, offering a broad selection of products such as furniture, rugs, and lighting. Its products are delivered directly to customers through a drop-shipping model.

The post Earnings season: Macquarie reveals 6 ASX stock picks ahead of upcoming results appeared first on The Motley Fool Australia.