Three ASX dividend shares stand out for their mix of appealing income, asset backing, and recovery potential: Dexus (ASX:DXS), Mirvac Group (ASX: MGR), and Charter Hall Group (ASX: CHC). 

Dexus: premium assets, premium yield

Dexus remains one of the clearest contrarian income plays on the ASX after appearing on one of the latest fresh 52-week lows scan. Its biggest strength is institutional-grade office, industrial, healthcare, and infrastructure exposure, backed by a vast $51.5 billion real assets platform. 

The market's main concern is obvious: CBD office valuations and leasing demand. Higher bond yields and softer white-collar occupancy trends continue to weigh on sentiment, which explains why the ASX dividend share remains under pressure.

Still, the distribution story remains attractive. Dexus recently confirmed its February 2026 distribution payment, continuing its typical half-year payout structure, and the forward yield sits around 6.3% to 6.6% at current prices. 

For patient investors, this is the classic "buy when office fear peaks" setup.

Mirvac Group: diversified and less office-dependent

Mirvac offers a slightly different flavour of income. This ASX dividend share has also been dragged toward yearly lows with the broader REIT sector. Its strength lies in diversification across residential development, retail, industrial, and premium office assets. That broader earnings mix can make it less vulnerable than pure office landlords.

The risk, however, is that apartment settlements and commercial valuations are both highly rate-sensitive. If inflation remains sticky, the recovery could take longer than bulls hope.

On income, Mirvac's payout policy has historically been based on operating earnings and cash generation from both rent and development profits, usually paid in two instalments annually.

The yield around these levels is generally 5.5% to 6%, which becomes especially attractive when the stock is trading near 12-month lows. 

Charter Hall Group: the defensive income specialist

For pure passive income, Charter Hall may be the standout of the trio.  

The biggest strength of this ASX dividend share is right in the name: long weighted average lease expiry (WALE). This means rental income is typically locked in for years with blue-chip tenants. That makes distributions more predictable than most office-heavy REITs.

The key risk is that higher interest costs compress property values and slow external growth, even when rent collections remain stable.

The payout policy of this ASX dividend share is built around steady quarterly or semi-annual rental-backed distributions. Dividend yields can push north of 7% near cyclical lows, making it the most compelling pure-income pick of the three.

The post 3 ASX dividend shares near 52-week lows with very tempting yields appeared first on The Motley Fool Australia.

Here are three reasons why now could be the perfect time to add some ASX dividend stocks to your portfolio.

1. ASX dividend stocks offer a reliable income in an uncertain market

Dividend stocks are usually relatively defensive assets. Many of these companies are large and stable, which means they're able to weather the storm over the long term. 

This means they can offer a steady cash flow even during economic volatility, unlike high-growth shares that can swing wildly.

2. Many high-quality dividend shares have pulled back from recent highs

The past four to six weeks have been incredibly volatile for the Australian share market. 

Geopolitical uncertainty, conflict in the Middle East, global supply chain distribution, rising inflation rates, and another interest rate hike have created a wave of panic.

Investors are even shying away from traditional safe-haven assets.

This means that many high-quality dividend-paying stocks have pulled back from their recent highs.

While the share price decline might look alarming, it creates some great entry points for investors who want to buy ASX dividend shares cheaply.

For example, premier blue chip BHP Group Ltd (ASX: BHP) lost 15% of its share price value in March. The high-yield dividend stock often yields around 4% to 6%, fully franked. It has a long history of regular dividend payments dating back to 2006. 

3. Dividend yields are better than ever

Because so many high-quality dividend shares have fallen from recent highs, their dividend yields are even more attractive than they were just one year ago. 

Take reliable ASX dividend-paying companies such as Telstra Group Ltd (ASX: TLS), for example.

The telco has a predictable cash flow, reliable earnings, and a dividend payout ratio close to 100% of its earnings. Last month, investors received an interim 10.5-cent dividend, 90.48% franked, and it expects to pay an even larger 20-cent final dividend for FY26. That's a 5.25% increase year on year and implies a yield of around 3.8%.

Then there is real estate manager Dexus (ASX: DXS), whose shares have tumbled 15% year to date. The company is currently offering a dividend yield of around 6.4%. In 2025, Dexus paid shareholders a yield of around 5.56% to 5.76%.

The post Why now could be the perfect time to buy ASX dividend stocks appeared first on The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) has climbed 1% higher in Tuesday afternoon trade, but the index is still down 7% over the past month.

The index-wide sell-off means some ASX income stocks are now trading at very attractive prices. 

Here are three of them.

GQG Partners Inc (ASX: GQG)

GQG Partners' shares are up 3.9% at the time of writing, to $1.74 a piece. For the year-to-date the shares are down 0.85% and they're down nearly 18% over the past year.

The company posted strong FY25 earnings results in mid-February and a total funds under management (FUM) of US$172.9 billion for the month, up from US$165.7 billion in January, thanks to strong investment performance. 

But it looks like investors were concerned about the company's net outflows. While the total FUM increased during February, GQG continues to face consecutive months of net outflows. 

But investors view the latest FUM growth update as a potential turning point for the company, with some expecting the FUM to keep increasing each month from here.

Analysts rate the stock as a buy and tip a potential 16.7% upside to $1.96 at the time of writing.

Dexus (ASX: DXS)

Dexus shares are also trading in the green on Tuesday afternoon. At the time of writing, the share price is up 0.2% to $5.93 a piece. For the year-to-date the shares are down nearly 15%, and they're 16% below where they were this time last year.

The ASX income stock's share price has tumbled off the back of concerns about Australia's interest rate direction, high borrowing costs, and investor uncertainty. 

But the real estate stock is diverse with a steady and reliable income. And it's this diversity and reliable income that enable Dexus to pay a reliable dividend to its investors. 

Analysts tip an average upside of 24% to $7.33 per share.

Endeavour Group (ASX: EDV)

Endeavour Group shares have tumbled 0.5% to $3.30 a piece, at the time of writing. 

The alcoholic beverages retailer, hotel operator, and poker machines operator's share have been smashed by a pickup in inflation woes, market volatility and tighter spending during March. The shares are now down 18.5% over the past month alone and 14% lower over the past year.

The ASX income stock is at the beginning of a strategy reset which could help boost its bottom line. At the moment, the company generates a solid cash flow and pays a regular dividend. 

Analysts tip a potential 12% upside to $3.70 at the time of writing. 

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Losses have been seen across the board this year as geopolitical uncertainty and concerns about rising inflation rates puts pressure on markets.

But there are some ASX shares which have been pushed down to fresh multi-year lows.

The question is: Is this a buying opportunity for investors? Or a sign of what will come next?

Dexus (ASX: DXS)

At the time of writing, Dexus shares have shed another 1.3% to $5.96 a piece. Today's decline marks the stock's lowest point seen since late-2012. 

The shares have tumbled 14% so far in 2026 and are now down 19% over the year. The decline has come off the back of concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty. 

But the ASX 200 real estate stock is a major Australian property investor, developer, and manager. It has a large, high-grade office portfolio and a smaller industrial portfolio in Australasia. It also manages properties on behalf of third-party investors. 

This means it's diverse and it has a steady, reliable income.

Its FY26 first-half statutory NPAT came in at $348.5 million, up significantly from $10.3 million in the same period last year. The increase was mostly driven by property valuation gains.

Analysts tip an average upside of 22% to $7.28 per share.

Cochlear Ltd (ASX: COH)

Cochlear shares are also trading in the red at the time of writing, down 0.2% to $165.30. This is the lowest level seen for the ASX 200 company's shares since October 2017.

The shares have crashed 37% in the first three months of 2026, and they're 39% lower over the past year.

The world's leading cochlear implant manufacturer suffered from lower-than-expected FY25 results in mid-August, and again for the first half of FY26 last month. Investors were spooked and many sold up their stock.

But brokers are confident that a recovery is on the horizon, with many agreeing that the company's share price is now below fair value.

Analysts tip an average upside of 51% to $249.58 over the next 12 months, at the time of writing.

WiseTech Global Ltd (ASX: WTC)

It's been a bloodbath for WiseTech shares over the past nine months, with the company's share price crashing 68%. At the time of writing, the share price is down another 3% to $38.45, marking the lowest point for the ASX 200 shares since a dip in June 2022.

For the year to date, the shares have shed 44% of their value, and the stock is currently trading 55% below where it was this time last year.

The logistics software company faced several huge headwinds, which sent its value crashing. Even an impressive half-year result in late February didn't stop investors selling up.

But after so much downwards pressure, brokers expect the price to bottom out this year and start soaring.

Analysts tip an average 123% upside to $85.69 over the next 12 months, at the time of writing.

The post These 3 ASX 200 shares have hit fresh multi-year lows: Buy, sell or hold? appeared first on The Motley Fool Australia.

Meanwhile, healthcare and technology have come under heavy pressure. 

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

Four in particular that have dipped in 2026 include: 

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

Why have real estate shares dropped?

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

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

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

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

These factors have all weighed heavily on sentiment in 2026.

Can these shares bounce back?

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

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

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

It closed trading yesterday at $2.96. 

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

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

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

Dexus and Lendlease to rebound?

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

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

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

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

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

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

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

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

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

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

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

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

Origin Energy Ltd (ASX: ORG)

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

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

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

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

Dexus (ASX: DXS)

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

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

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

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

Centuria Industrial REIT (ASX: CIP)

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

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

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

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Generating $1,000 per month equates to $12,000 per year in dividend payments. And while it sounds ambitious, it's actually more straightforward than you'd think if you have the right portfolio of shares.

Here's the math 

There is an easy calculation to work it out, but the answer varies significantly depending on the yield of the ASX shares you're buying.

To calculate the investment you need, you can simply divide the annual income by the dividend yield.

For example, a portfolio which averages a 4% dividend yield will need a $300,000 investment in order to earn $12,000 per year (or $1,000 per month) in passive income. 

A 4% yield is typical of major Aussie banks such as ANZ Group Holdings Ltd (ASX: ANZ), Telstra Group Ltd (ASX: TLS), and some other blue chip companies.

If the yield is higher, at around 5%, you're looking at a $240,000 investment.

A 5% yield is typical of stronger-yielding blue chip companies, energy shares or even some retail businesses such as Origin Energy Ltd (ASX: ORG) and Harvey Norman Holdings Ltd (ASX: HVN).

For an average 6% yield, you'll need to commit $200,000. 

These will be your high-yield shares or real estate investment trusts (REITS). For example, Dexus (ASX: DXS) or HomeCo Daily Needs REIT (ASX: HDN).

And if you manage to create a portfolio with an average 8% dividend yield you'd only need to invest $150,000 to see the same passive income. 

But you'd need to buy much higher-risk ASX shares or income trusts like the Metrics Master Income Trust (ASX: MXT) or the BetaShares Australian Dividend Harvester ETF (ASX: HVST).

Can't I just buy shares with the highest yield so I don't need to invest as much?

You could, but it wouldn't be the wisest investment idea. It's true that an 8% yield means you need to invest less to hit your $1,000 per month passive income goal. 

But there is a catch.

Higher yields often mean higher risk. These companies might be unstable or there could be minimal dividend growth. Instead your focus should be on sustainable dividends over a long-term period, not the highest yield available today.

And the ultimate goal is diversification. A balanced and diversified portfolio can give you the best of both worlds. 

The post Passive income: How much would I need to invest in ASX shares to earn $1,000 every month? appeared first on The Motley Fool Australia.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

After all, units of this real estate investment trust (REIT) are currently up a healhy 8.16% (at the time of writing) to $6.84 each.

But when you consider this REIT's long-term stock price chart, you might want to think again.

For one, Dexus is still down about 12% over the past 12 months (including today's big jump). The REIT is also down 20.1% from where it was five years ago. But what's even more sobering is that today's Dexus unit price is about the same as it was back in August 2014. And it's still below the level it was a whole decade earlier than that, way back in late 2004.

Unless you timed buying and selling this REIT impeccably (which is statistically unlikely), the only returns that have kept you comfortable over the past two decades have come from dividend distributions. Sure, with a 5.4% yield today, those haven't been insubstantial. But we still can't conclude anything other than Dexus has been a bit of a dud investment for as long as most investors can remember.

But perhaps the REIT is about to turn a corner.

It's worth noting that investors might, understandably, feel a little shortchanged by the market's valuation of Dexus. In today's earnings, the REIT confirmed that its property portfolio has an actual value (net tangible asset) of $8.95 per Dexus unit. This means that Dexus' value is being undershot by the market, for whatever reason, to the tune of 30%.

Could Dexus benefit from this massive share buyback program?

Management has taken notice of this fact. In its earnings release this morning, Dexus CEO Ross Du Vernet revealed a new share buyback program specifically tailored to address this value disparity:

There is a sustained disconnect between our equity market valuation and that of our underlying assets and businesses. We have activated an on-market securities buyback of up to 10% of Dexus securities, which we expect to execute at a pace consistent with maintaining balance sheet discipline as we progress asset sales and other initiatives.

Since Dexus has a market capitalisation of approximately $7.34 billion, this buyback program could be worth up to $734 million.

Share buybacks can significantly boost shareholder returns. By reducing the supply of units in the open market, it has the potential to increase the pricing of those units. Further, buybacks are also good for the company (or REIT) itself, as there are fewer units to split profits and dividends amongst.

Such a large share buyback program being undertaken does have the potential to boost returns for Dexus investors. Particularly when the shares are being bought back at such a discount to their alleged intrinsic value. But we shall have to wait and see if this eventuates in the Dexus unit price.

The post Can a massive share buyback save the Dexus stock price? appeared first on The Motley Fool Australia.

What did Dexus report?

• Statutory net profit after tax of $348.5 million (HY25: $10.3 million), driven by property valuation gains
• Adjusted funds from operations (AFFO) of $253.3 million, or 23.6 cents per security
• Distribution of $207.6 million, or 19.3 cents per security (payout ratio of 82%)
• Portfolio valuation uplift of 1.0% overall, with office+0.7% and industrial +1.6%
• Office leasing volumes nearly doubled to 95,300sqm; industrial like-for-like income up 8.7%
• Gearing at 33.9%, within target range; $2.5 billion in cash and undrawn facilities

What else do investors need to know?

Dexus's property portfolio occupancy remained healthy, with office at 92.2% and industrial at 97.0%. Incentives are tracking below market levels, and strong leasing at key developments, such as Waterfront Brisbane (now 71% pre-leased), is supporting income growth.

The group advanced its $11.5 billion real estate development pipeline, with progress on flagship projects Atlassian Central and Waterfront Brisbane. Funds management continues to grow, now overseeing $36.2 billion in third-party capital, with flagship funds outperforming their benchmarks and new funds raising over $950 million in fresh equity.

Sustainability remained front and centre, with Dexus receiving high global ESG rankings, maintaining net zero emissions across Scope 1 and 2, and boosting solar generation across its managed assets.

What did Dexus management say?

CEO and Managing Director Ross Du Vernet said:

Underlying real asset markets are past the point of inflection and continue to improve, supported by positive business confidence, constrained supply pipelines, stabilisation in asset prices and improvement in transaction volumes, notwithstanding the evolving interest rate environment. Positively, this was the second consecutive six-month period of property portfolio valuation uplifts.

What's next for Dexus?

Dexus reaffirmed guidance for full-year AFFO of 44.5–45.5 cents per security and distributions of 37.0 cents per security, barring unforeseen events. Management signalled ongoing asset divestments and a $2 billion divestment target, with an on-market buyback of up to 10% of Dexus securities being activated to address the discount to underlying asset value.

The company expects lower trading profits in FY27 but remains focused on capital discipline and unlocking value through asset sales, development completions, and growing its funds management platform as market conditions improve.

Dexus share price snapshot

Over the pat 12 months, Dexus shares have declined 19%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post Dexus posts $348.5m half-year profit as property values lift appeared first on The Motley Fool Australia.

The market is taking a breather after a strong week that saw the ASX 200 lift to a 14-week high of 9,105 points.

Earnings season is well underway, with strong results from several majors pushing the ASX 200 3.84% higher by Thursday's close.

On Wednesday, Commonwealth Bank of Australia (ASX: CBA) surprised the market with a 6% cash profit lift for 1H FY26.

That saw CBA shares snatch the crown as the largest ASX 200 stock by market cap back from BHP Group Ltd (ASX: BHP) on Thursday.

CBA declared a fully-franked interim dividend of $2.35 per share, up 4% from 1H FY25, with the ex-dividend date next Wednesday.

Check out other ASX 200 shares going ex-dividend next week here.

ANZ Group Holdings Ltd (ASX: ANZ) also surprised with a $1.94 billion cash profit in 1Q FY26, up 75% on the 2H FY25 quarterly average.

That news sent ANZ shares to a record high of $40.95 today.

Northern Star Resources Ltd (ASX: NST) also impressed with a 41% lift in statutory profit to $714.4 million for 1H FY26.

Northern Star will pay a fully-franked interim dividend of 25 cents per share.

The positive result sent the largest gold miner on the ASX 200 to a record high of $30.21 per share yesterday.

While some ASX 200 shares are hitting record highs, many are skirting new lows this week.

ASX 200 shares at 52-week lows on Friday

Scores of ASX 200 shares are hitting multi-year lows today.

Here is a sample of them.

JB Hi‑Fi Ltd (ASX: JBH)

The JB Hi‑Fi Ltd share price fell 3.9% to an 18-month low of $76.34 on Friday.

The popular retailer is due to release its earnings report on Monday, according to our calendar.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster shares dipped 5.2% to a two-year low of $7.24.

This ASX 200 retail share got smashed this week after dropping its 1H FY26 report.

Cochlear Ltd (ASX: COH)

The Cochlear share price has disintegrated on Friday after the release of the company's 1H FY26 results.

The ASX 200 healthcare share nosedived 17.8% to a two-and-a-half-year low of $202.21.

Xero Ltd (ASX: XRO)

The Xero share price tumbled 5.4% to a three-year low of $72.26 on Friday.

Tech shares are having a rough trot, particularly those in the software-as-a-service (SaaS) space, due to fears that AI will replace them.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 24% in the year to date.

Pro Medicus Ltd (ASX: PME)

Pro Medicus shares dived 8.3% to a two-and-a-half-year low of $118.23 on Friday.

Investors thrashed this ASX 200 healthcare share despite the company reporting record results this week.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure shares dipped 4.9% to an 18-month low of $48.48 on Friday.

WiseTech Global Ltd (ASX: WTC)

Today, the WiseTech share price tanked 14.7% to a three-and-a-half-year low of $40.59.

Wisetech will release its earnings report on Wednesday.

Technology One Ltd (ASX: TNE)

TechnologyOne shares dropped 7.1% to an 18-month low of $20.17 today.

Telix Pharmaceuticals Ltd (ASX: TLX)

The Telix Pharmaceuticals share price fell 2.8% to a two-year low of $8.83.

Guzman y Gomez (ASX: GYG)

Guzman y Gomez shares dropped 8.7% to a record low of $18.58 on Friday.

Mirvac Group (ASX: MGR)

The Mirvac Group share price fell 1.6% to a 52-week low of $1.90.

The ASX 200 property share will be on watch next Wednesday when the company releases its earnings report.

Dexus (ASX: DXS)

This ASX 200 REIT share fell 2.5% to a 52-week low of $6.16 on Friday.

Objective Corporation Ltd (ASX: OCL)

The Objective Corporation share price fell 4% to a two-year low of $12.88 today.

The post 13 ASX 200 shares hit multi-year lows as the market takes a breather appeared first on The Motley Fool Australia.

A real estate investment trust (REIT) is a company that owns and operates property assets that typically produce income.

REITs can have various property types in their portfolios, or they might specialise in just one type. Some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels.

Investors may choose to target this asset because they typically provide predictable income through regular distributions, supported by rental cash flows and a tax-efficient structure. 

REITs also offer potential capital growth and diversification benefits, making them attractive as a long-term investment option.

Recent underperformance 

Despite the favourable aspects of REITs, over the last few years, this asset class has largely underperformed relative to other sectors. 

Many REITs struggled through and post pandemic due to market shifts. 

For example, some REITs own and operate office buildings. 

COVID-driven shifts in work patterns combined with poorly timed new supply drove vacancies higher, and rents lower across Australia's major CBDs, with asset values following suit.

Similar headwinds impacted REITs engaged in retail spaces like shopping centres. 

However new insight from VanEck suggests the tide could be turning after years of underperformance. 

Supply demand dynamics improving

According to VanEck, office REITs were among the best-performing A-REIT subsectors in 2025. 

In a new report, the ETF provider said this momentum could continue in 2026 for several reasons. 

VanEck said supply pipelines are thinning, economic conditions are favourable and elevated 10-year yields may begin to provide a more supportive backdrop for sector performance.

We think the medium-term outlook for office REITs in particular is positive, albeit one that still demands selectivity.

Pranay Lal, Portfolio Manager, VanEck said vacancy rates have stabilised and are expected to trend lower, with the supply/demand office space dynamics potentially improving. 

High replacement costs, restrictive financing conditions and limited development pipelines are likely to constrain further supply, with leading leasing agent Jones Lang LaSalle Incorporated (JLL) forecasting new supply to be almost half the 20 year calendar average.

Economic conditions favourable

According to VanEck, valuations across office REITs are closely linked to broader macroeconomic conditions. 

Periods of strong economic activity, low unemployment and robust population growth have historically been supportive of structurally lower vacancy rates.

Australia has seen a marginal acceleration in GDP growth, supported by improving business investment and consumer spending. 

Additionally, unemployment is near a historical low and forecast to stay in the 4% range over the medium term.

This backdrop further supports a recovery in CBD office demand.

Office and retail REITs are currently offering compelling value, we think. Both sectors are trading at discounts to net tangible assets, suggesting scope for a re-rating toward more normalised valuation levels. This potential mean reversion could act as a catalyst for relative outperformance.

How to gain exposure

For investors looking to gain exposure to this sector, there are a few options to consider. 

For pure-play office REITs, Centuria Office REIT (ASX: COF) owns a portfolio of high-quality office buildings across Australian capital cities and key markets. 

Other office REIT options include: 

• Dexus (ASX: DXS)
• Charter Hall Group (ASX: CHC)
• The GPT Group (ASX: GPT).

Another option is to target a thematic ASX ETF such as VanEck Vectors Australian Property ETF (ASX: MVA). 

MVA ETF gives investors exposure to a diversified portfolio of Australian REITs, however this isn't exclusively office owners. 

The post Why 2026 could be the year of the REIT rebound appeared first on The Motley Fool Australia.

Now, if you're on the hunt for bargain priced ASX stocks, take note.

While new multi-year lows can represent a potentially strategic long-term entry point, there's no guarantee that these stocks won't continue to slide.

So, before you hit that buy button, do some thorough research – or reach out for professional advice – to minimise the odds you're trying to catch the proverbial falling knife.

With that said…

ASX 200 shares slumping to one-year plus lows

The first large-cap company hitting new one-year plus lows today is WiseTech Global Ltd (ASX: WTC).

Shares in the global logistics software solutions company are down 0.9% at time of writing, trading for $50.80 each. That's the lowest levels for this ASX 200 share since January 2023.

WiseTech shares have plunged 13.9% over the past five days. With no fresh news out from the company that's likely to spook investors, the selling pressure looks to be related to the broader AI fuelled sell-off in global software stocks.

With AI capabilities continuing to advance at breakneck, investors fear that the technology could soon disrupt the business models of most software focused stocks.

Moving on to the second ASX 200 share pluming new one-year plus lows today, real estate investment trust (REIT) Dexus (ASX: DXS).

Dexus shares have recovered from steeper losses posted earlier today but remain down 0.1% at time of writing, trading for $6.58 each.

That's the lowest share price since June 2024.

There's also no recent fresh news out from Dexus. But investors could be eyeing the ongoing, and growing, weakness in Australia's office vacancies. Dexus has a large holding of quality office properties.

The prospect of ongoing elevated interest rates also isn't going to offer any help to rate sensitive stocks like REITs.

Which brings us to…

Also plumbing one-year plus lows today

The third ASX 200 share sliding to one-year plus lows today is Guzman Y Gomez (ASX: GYG).

Shares in the Mexican fast food restaurant chain are down 2.0% in early afternoon trade on Thursday, changing hands for $20.27 apiece.

That's the lowest level ever for Guzman Y Gomez shares, which first began trading on the ASX on 20 June 2024.

Guzman Y Gomez shares have plunged 48.5% over the past 12 months.

While painful for faithful stockholders, the ongoing slide will be welcomed by the raft of short sellers betting against the stock.

The ASX 200 share kicked off this week with a short interest of 13.7%.

The post Bargain hunting? Here are 3 ASX 200 shares plumbing 52-week lows today appeared first on The Motley Fool Australia.

Both announcements provide insight into the health of the property portfolio and the timing of the next distribution.

Taken together, the updates provide a useful snapshot of the business' current position as 2025 draws to a close, offering investors a clearer view of what to expect heading into the new year.

Property values show early signs of stabilising

Dexus confirmed that 174 of its 175 assets have now been externally valued as at 31 December 2025. The draft valuations point to a modest uplift of around $83 million, or roughly 0.7%, across its stabilised and development portfolio over the past six months.

While the increase is modest, it stands out given the higher interest rate environment and ongoing pressure across the property sector.

The office portfolio recorded a lift of about 0.4%, while industrial assets increased by roughly 1.4%, driven mainly by rental growth. Capitalisation rates edged slightly higher in offices, while industrial cap rates tightened modestly.

This suggests that valuation pressure may be easing, particularly for higher-quality assets in stronger locations.

Dexus CEO Ross Du Vernet said it was encouraging to see a second straight half-year of valuation growth, adding that quality properties continue to outperform the broader market.

Distribution details confirmed

Alongside the valuation update, Dexus also confirmed an estimated distribution of 19.3 cents per security for the six months to 31 December 2025.

The key dates investors will want to note are:

• Ex-distribution date: 30 December 2025
• Record date: 31 December 2025
• Payment date: 27 February 2026

The final distribution amount will be confirmed when Dexus releases its HY26 results on 18 February 2026, but this gives income investors a clear timeline.

Why this matters for investors

For a REIT like Dexus, stability is important. After a tough period for property valuations across the sector, signs that values are flattening out, or even ticking higher, are important.

It also helps that Dexus has been actively managing its balance sheet, raising capital where needed, and maintaining flexibility. Combined with steady distributions, that positions the group reasonably well as conditions slowly improve.

At the current share price, investors are still being paid to wait, while watching for further signs that the property cycle is turning.

Foolish Takeaway

Today's updates are unlikely to prompt a strong market reaction, but they do suggest Dexus is moving in the right direction. Valuations appear to be stabilising, industrial assets are holding up well, and income remains intact.

For long-term investors who prioritise steady cash flow and gradual recovery over quick wins, Dexus remains a REIT worth keeping on the radar as we head into 2026.

The post Dexus shares lift after property update and dividend news appeared first on The Motley Fool Australia.

What did Dexus report?

• Interim distribution declared: 19.3 cents per security
• Distribution is unfranked
• Relates to six months ending 31 December 2025
• Record date: 31 December 2025
• Payment date: 27 February 2026

What else do investors need to know?

The distribution will be paid in Australian dollars and is 100% unfranked, with no conduit foreign income component. Investors can find the fund payment notice and tax information for this distribution on the Dexus website on or before the payment date.

Dexus has confirmed that there are no currency arrangements or dividend reinvestment plans attached to this distribution. Payment will be made to all security holders on record as of 31 December 2025.

What's next for Dexus?

Dexus will announce the actual final amount of the ordinary distribution on 18 February 2026. The group will also provide additional breakdowns and tax information closer to the payment date, helping investors prepare for their year-end planning.

Dexus remains focused on providing regular distributions and delivering value to its security holders in the current property market environment.

Dexus share price snapshot

Over the past 12 months, Dexus shares have risen 4%, running slightly ahead of the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

View Original Announcement

The post Dexus declares interim dividend for December 2025 half-year appeared first on The Motley Fool Australia.

What did Dexus report?

• Launched the Dexus Strategic Investment Trust (DSIT) series, seeding it with a 25% stake in Westfield Chermside for $683 million at a 5.0% cap rate.
• Dexus's platform stake in Westfield Chermside now stands at 50%, making it a key flagship investment.
• Dexus expects to co-invest approximately $170 million in DSIT1 initially, with plans to hold around $50 million long-term.
• DREP2 equity commitments raised by $390 million recently, bringing total commitments to approximately $870 million, eclipsing the original $600 million target.
• The Westfield Chermside transaction is expected to be broadly neutral to Dexus's AFFO and lift gearing by about 1.3%.

What else do investors need to know?

The additional 25% stake in Westfield Chermside strengthens Dexus's presence in Australia's retail property space, locking in exposure to one of the country's top-performing shopping centres in a high-growth catchment. The DSIT structure offers third-party investors new options for accessing quality local assets, expanding Dexus's funds management reach.

On the opportunity fund side, DREP2 now stands as one of Australia's largest diversified real estate opportunity funds, offering Dexus and its investors flexibility for future acquisitions. The $200 million co-investment from a new fund investor can be deployed alongside DREP2, highlighting strong ongoing demand for alternative real estate strategies.

What did Dexus management say?

Ross Du Vernet, Dexus Group CEO & Managing Director said:

Our Funds platform provides investors with access to high-quality assets across multiple strategies that align with their specific investment objectives. By working closely with our investment partners, we're able to deliver compelling opportunities and continue to expand our platform offering.

What's next for Dexus?

Dexus is targeting the introduction of further third-party equity into DSIT1 during FY26, ultimately reducing its own stake in the trust while expanding its platform offering. The launch of new funds and the success of the DREP2 equity raise position Dexus for further growth in the fast-evolving Australian real estate market.

Looking ahead, investors should note the ongoing APAC Supreme Court proceedings have seen a rescheduling of mediation to March 2026, with the hearing set for April 2026. Dexus says it remains committed to resolving the matter in the best interest of all clients.

Dexus share price snapshot

Over the past 12 months, Dexus shares have risen 3%, matching the S&P/ASX 200 Index (ASX: XJO).

View Original Announcement

The post Dexus launches new fund and lifts DREP2 equity in latest earnings update appeared first on The Motley Fool Australia.

What did Dexus report?

• A$500 million in new subordinated notes issued across two 30-year tranches
• First tranche: A$250 million floating rate notes, non-call period of 5.25 years, margin of 1.75% over 3-month BBSW
• Second tranche: A$250 million fixed rate notes, non-call period of 8.25 years, initial coupon of 6.30%, swapped back to floating, 1.85% margin
• Implied yield of 5.48%, with settlement expected on 10 December 2025
• Notes receive 50% equity credit from Standard & Poor's and Moody's

What else do investors need to know?

This capital management initiative comes as Dexus looks to strengthen its balance sheet and pursue investment opportunities in a disciplined way. By issuing these subordinated notes, Dexus aims to further diversify its funding sources and lengthen its debt maturity profile to help support ongoing business strategy.

The notes do not contain equity conversion features, and their issuance follows strong demand from both new and existing investors. The proceeds are intended to support investment activity while maintaining prudent capital management and ongoing capital recycling.

What's next for Dexus?

Dexus intends to use the proceeds from the new subordinated notes to enhance its financial flexibility going forward. Management notes that investment decisions will be made with a continued focus on preserving balance sheet strength while pursuing growth opportunities across its portfolio.

With settlement of the notes expected on 10 December 2025, Dexus will continue executing on its strategy to unlock value for investors, maintain a diversified funding base and build long-term resilience for its listed and funds management businesses.

Dexus share price snapshot

Over the past 12 months, Dexus shares have risen 1%, slightly trailing the S&P/ASX 200 Index (ASX: XJO) which has increased 2% over the same period.

View Original Announcement

The post Dexus issues $500 million in new subordinated notes to boost flexibility appeared first on The Motley Fool Australia.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

REITs can offer predictable cash flow and dividend distributions, as well as diversification and capital growth opportunities. But sometimes it can be difficult to pinpoint the ASX REITs with the best potential for growth.

In a new note to investors, analysts at Macquarie Group Ltd (ASX: MQG) have highlighted the ASX REITs that they expect to outperform over the next 12 months.

DigiCo Infrastructure REIT Stapled Securities (ASX: DGT)

DigiCo's share price is 0.2% higher on Wednesday morning. At the time of writing, the shares are changing hands for $2.36 a piece. That's a 16.1% drop over the month, and over the year, they're 28.01% lower.

But that shouldn't put you off. Macquarie thinks the low price presents a good buying opportunity. The broker has an outperform rating on the shares and a $4.16 target price. At the time of writing, that implies a potential 76.3% upside over the next 12 months.

Lendlease Group (ASX: LLC)

Lendlease shares are 0.19% lower at the time of writing, trading at $5.21 per share. Over the past month, the ASX REIT's share price has fallen 4.93% and it is now down 24.05% over the year.

Again, Macquarie has an outperform rating on Lendlease shares, with a $6.74 target price. At the time of writing, that implies a potential 29.4% upside for investors over the next 12 months.

Abacus Group (ASX: ABG)

Shares in the diversified property group, which has interests in storage, office, and retail, are 0.43% higher at the time of writing on Wednesday morning, at $1.16 per share. Over the past month, the ASX REIT's share price has dropped 4.51%, and over the year, it's 3.72% lower.

Macquarie has an outperform rating on Abacus shares and a $1.31 12-month target price. That represents a potential 12.9% upside ahead for investors.

Dexus (ASX: DXS)

Dexus shares are trading flat at $7.16 a piece at the time of writing. Over the past month, the Australasian real assets manager and owner's share price has decreased by 4.79%, but over the year, it is 2.43% higher.

Macquarie has assigned an outperform rating and a $8.46 per share target price to the ASX REIT. That implies a potential 18.2% upside for investors over the next 12 months.

Mirvac Group (ASX: MGR)

The Australian property group's shares are up 0.44% at the time of writing, trading at $2.27 each. That's a drop of 6.97% over the month but still 6.34% higher than this time last year.

The broker also has an outperform rating on the shares, with a $2.70 target price. That implies a potential 18.94% upside for investors, using the share price at the time of writing.

Macquarie comments on Lendlease's APPF wind-up

Analysts said that Lendlease expects the wind-up of APPF Retail to be broadly earnings-neutral, with an estimated $17 million contribution in FY25 and a yield of around 5%, similar to debt costs. 

The Trustee has determined the appropriate strategy is to sell all assets (~$2.5bn excluding Erina Fair, which is already in its settlement period).

The wind-up could present a potential opportunity for co-owners and property managers to pick up management roles or buy into parts of the old asset pool if the opportunity comes up. 

The broker also explained that fee pressure is building across unlisted property funds. Recent changes to fee structures suggest potential earnings softness in the near term. With more APPF funds heading into full liquidity in 2026, there's a chance of more wind-ups, depending on how investor sentiment plays out. 

The post Macquarie names 5 ASX REITs that could return up to 76% appeared first on The Motley Fool Australia.

You've come to the right place.

Below we look at three large-cap stocks tipped as top buys by leading investment experts (courtesy of The Bull).

ASX 200 financial juggernaut

First up, we have diversified financial stock Macquarie Group Ltd (ASX: MQG), which commands a market cap of $79.1 billion at current prices.

Macquarie shares trade on a 3.2% partly franked dividend yield but have slipped 10.8% over the past 12 months.

Looking ahead, however, Fairmont Equities' Michael Gable expects a better performance from this ASX 200 company.

"MQG shares are displaying technical characteristics which suggest the stock is about to rally to new highs," said Gable, who has a buy recommendation on Macquarie shares.

According to Gable:

After bouncing off the April low of around $170, MQG climbed to a closing price of $229.02 on July 2, which was below a high of about $240 in January. Since late June, the stock has traded in a sideways range. Consolidating under the old high is a positive sign as it means new buyers are stepping up to meet the price of sellers.

Once the selling pressure subsides, we expect MQG to rally strongly into calendar year 2026.

Which bring us to the second ASX 200 stock you may want to buy today, Australian property investor, developer, and manager Dexus (ASX: DXS).

Dexus shares trade on a 5% unfranked dividend yield and are up 4.1% over the past year, giving the company a market cap of $7.9 billion.

And Baker Young's Toby Grimm forecasts a brighter FY 2026 for the company.

"Dexus is an Australasian real estate group. It manages quality real estate and an infrastructure portfolio," said Grimm, who has a buy rating on Dexus shares.

Grimm said:

The outlook for fiscal year 2026 looks brighter as potentially falling global interest rates and real asset price inflation combine to spark an office property recovery supported by stabilising occupancy trends.

The stock was recently trading more than 10% below net tangible asset backing. We see attractive value around current levels for capital growth and income given the expected near 5% distribution yield.

Don't forget the big ASX miners

Also earning a buy recommendation from Grimm this week is Aussie mining giant South32 Ltd (ASX: S32), with a current market cap of $14.4 billion.

The ASX 200 miner trades on a fully franked 2.9% dividend yield, with shares down 10.8% over 12 months.

"Having underperformed the ASX 200 materials sector by almost 20% over the past year, South32 looks relatively attractive, particularly given changes within the company's strategic focus and project portfolio," Grimm said.

He noted:

The exit of legacy Illawarra coal assets has funded the repayment of debt amid investment in far more appealing projects, such as the Sierra Gorda copper mine in Chile and the Hermosa project suite of zinc, lead, battery grade manganese and copper in the US state of Arizona.

Meanwhile, the Cannington mine offers meaningful exposure to record silver prices. Returns from its core alumina and aluminium business appear set to improve on the back of higher metal prices.

The post Experts name 3 ASX 200 juggernauts to buy today appeared first on The Motley Fool Australia.