Your superannuation offers the opportunity to receive concessional tax treatment, and you get the chance to grow your balance through the power of compounding.

Once you retire and move into the pension phase, your super can also provide a regular stream of passive income.

But how much superannuation do you need to accumulate to generate a passive income high enough to live comfortably on? 

Here's a breakdown, using a target of $8,000 a month in passive income as an example.

How much do I need in my superannuation to get a $8,000 monthly passive income?

First you need to work out what $8,000 per month translates to over the year.

So, $8,000 x 12 = $96,000.

Then you'll need to divide your annual passive income ($96,000) by the dividend yield of your overall portfolio. 

For example, $96,000 ÷ 3% = $3.2 million (that's the superannuation portfolio size you'd need).

The trick is that the answer varies significantly depending on the dividend yield of your portfolio.

For example, a superannuation portfolio with a dividend yield of around 6% only needs to be around half the size of one with a dividend yield of around 3% to generate the same level of passive income.

Ok, so what balance do I need for a portfolio yielding 4%, 5% and 6%?

Say your overall portfolio has a slightly higher dividend yield of around 4%, you'll need a balance of around $2.4 million to earn the same $96,000 per year (equivalent to $8,000 per month) in passive income. That looks like: $96,000 ÷ 4% = $2.4 million.

Then, if the yield of your portfolio is around 5%, your superannuation balance would need to be closer to $1.9 million to earn the same dividend income.

For a 6% yielding portfolio, you'd need a balance of closer to $1.6 million to earn the same amount.

And so on…

Note that most ASX dividend shares pay dividends on a semi-annual or yearly basis. This means that while you could target the equivalent of $8,000 per month in passive income, you won't actually receive the money on a month-by-month basis, but instead in a lump sum.

What ASX shares can I buy that yield 3-6%?

There are a huge number of ASX dividend shares available for superannuation investment. 

Here are some of my favourites.

For ASX shares yielding around 3% I'd pick large-cap blue-chips like BHP Group Ltd (ASX: BHP), Rio Tinto Ltd (ASX: RIO), Woolworths Group Ltd (ASX: WOW), or Macquarie Group Ltd (ASX: MQG).

ASX shares yielding around 4% would be something like banking giants National Australia Bank Ltd (ASX: NAB) or ANZ Group Holdings Ltd (ASX: ANZ), Telstra Group Ltd (ASX: TLS), or Nick Scali Ltd (ASX: NCK).

For 5% yielding ASX shares, my picks would be Woodside Energy Group Ltd (ASX: WDS), Sonic Healthcare Ltd (ASX: SHL), TPG Telecom Ltd (ASX: TPG) or Servcorp Ltd (ASX: SRV).

And then for 6% yielding options, I'd opt for something like Metcash Ltd (ASX: MTS), Origin Energy Ltd (ASX: ORG), or Dexus (ASX: DXS).

The post How much superannuation is needed to target $8,000 per month in passive income? appeared first on The Motley Fool Australia.

Inflation and interest rate fears and global conflict have all weighed on investor sentiment. 

When markets experience volatility, investors may choose to rotate into dividend shares. 

Why turn to income/dividend shares?

Income and dividend investing can be a viable strategy during periods of market volatility because it emphasises generating consistent cash flow rather than relying solely on rising share prices for returns. 

Companies that pay regular dividends are often established businesses with stable earnings, strong balance sheets, and resilient business models, which can help reduce portfolio volatility compared with more speculative investments. 

Reinvested dividends can also enhance long-term returns by allowing investors to purchase additional shares, particularly when prices are temporarily lower during market downturns. 

While dividend-paying stocks are not immune to market declines and dividend payments are never guaranteed, a disciplined income-focused approach can provide a measure of stability, support long-term wealth accumulation, and help investors remain invested through uncertain market conditions.

For those looking for a competitive yield in today's climate, here are three options to consider. 

Regal Partners Ltd (ASX: RPL)

Regal Partners have been attracting positive analysis from experts over the past month. 

Its recent 1H26 earnings update included a big jump in profit and record net inflows, boosting FUM to new highs.

The residential aged care services provider is forecast to pay a dividend of around 8% this year, followed by 6.9% and 7.8% in the following years.

Additionally, the team at Morgans recently placed a $4.00 price target on this dividend stock. 

This suggests investors could enjoy a high yield and strong capital gain over the next 12 months. 

Dexus (ASX: DXS)

Another option for investors to consider is Dexus. 

It is a major Australian real asset group, with a platform spanning listed property, funds management, infrastructure, alternatives, and other investments.

This ASX dividend stock is offering a yield over 6%, well above the average yield for ASX 300 companies. 

It may suit investors who are comfortable with commercial property exposure. 

Additionally, it can provide portfolio diversification alongside typical bank, utility, and infrastructure dividend stocks.

IPH Ltd (ASX: IPH)

IPH provides intellectual property (IP) services. 

Its network of subsidiaries includes global IP brands AJ Park, Griffith Hack, Pizzeys, Robic, Smart & Biggar, and Spruson & Ferguson, as well as IP business Applied Marks.

Despite facing some share price pressure in recent times, it has a reputation as a reliable income stock. 

It has paid regular semi-annual dividends to shareholders for years, with its current yield sitting around 9%. 

The post Rotating into dividend shares? 3 of your best options right now with yields as high as 9% appeared first on The Motley Fool Australia.

Let's start the new week with some fresh ratings from Dylan Evans of Catapult Wealth (courtesy The Bull).

Dexus (ASX: DXS)

The Dexus share price is $6, up 0.2% today and down 15% over 12 months. 

Evans has a buy rating on this ASX 200 real estate investment trust (REIT), and said:

Dexus owns and leases a portfolio of mostly office and industrial assets and operates a funds management business that invests in a wide range of real estate in Australasia.

The property portfolio is concentrated in premium locations, where demand assists in retaining overall occupancy above 90 per cent and well above the market.

Dexus offers a secure income stream, and we're hopeful the buy-back of up to 10 per cent of stock announced in February will benefit the share price by reducing the long standing discount to net tangible assets.

Origin Energy Ltd (ASX: ORG)

The Origin Energy share price is $11.02, up 2.4% today and down 7% over 12 months. 

Evans has a hold rating on this ASX 200 utilities share, and commented: 

Origin Energy is one of the major electricity retailers in Australia and a global gas supplier.

Despite recently reporting a customer data breach, several other positive trends support holding the Origin business.

In the absence of a peace deal or meaningful resolution in the Middle East, we expect upwards pressure on gas prices.

Demand for power is expected to increase consistently in Australia and overseas, driven by electrification, data centres and population growth. Demand for power should lead to higher electricity prices.

Magellan Financial Group Ltd (ASX: MFG)

The Magellan Financial share price is $9.63, up 0.8% today and down 7% over 12 months. 

Evans has a sell rating on this ASX 200 financial share. 

He explained: 

Magellan is an active Australian fund manager that invests in global equities.

On August 9, 2021, the shares were priced at $51.40. The stock was trading at $9.54 on July 30, 2026.

Magellan has been undergoing significant change and faced considerable internal instability during the past four years.

Staff turnover, comparably high investment management fees and an underperforming investment portfolio contributed to fund outflows.

Statutory profit of $68.9 million in the first half of financial year 2026 was down 27 per cent on the prior corresponding period.

Other diversified financial stocks appeal more in these challenging and volatile times.

The post Buy, hold, sell: Dexus, Origin Energy, Magellan shares appeared first on The Motley Fool Australia.

Dexus describes itself as a fully integrated real asset group, managing a high-quality Australasian and infrastructure portfolio valued at $51.5 billion. Its platform includes its listed portfolio and funds management business, which includes direct and indirect ownership of office, industrial, healthcare, infrastructure, alternatives and other investments.

In short, it's one of the country's largest property fund managers, with significant ownership of some of the properties.

Why I think this is a good time to invest in the ASX dividend stock

The business is heavily exposed to interest rate movements. Higher interest rates usually act as a headwind for both property valuations and clients' willingness to allocate new money to property investments.

I don't think economic conditions will stay like this forever, so it could be smart to see this as an opportunity to buy the stock while it's cheap.

Not only is the business down heavily from its former highs, but it's also trading at a large discount to its net tangible assets (NTA). The business reported NTA per security of $8.95 at 31 December 2025, so the current unit price appears to be trading at a large discount.

Plus, the business is still generating strong rental profits. Its guidance for FY26 was for adjusted funds from operations (AFFO) – net rental profit – of between 44.5 cents to 45.5 cents per security. At the time of writing, that suggests it's trading at just 13x FY26's forecast rental profit.

Big distribution yield

It may be hard to precisely value Dexus' properties that aren't up for sale.

But, a true judge of the underlying value is the rental profit and the distribution it produces.

The business decided on an annual distribution of 37 cents per security in the 2026 financial year. That translates into a distribution yield of 6.2%. If its distribution payout ratio was 100%, the yield for FY26 would be at least 7.4%.

However, I'm glad the ASX dividend stock is not paying out all of its profit each year because it means it's investing retained earnings to improve the business, boost earnings, and/or strengthen the balance sheet.

Having said all of that, investors may be looking for ASX share ideas outside of the property sector, so keep an eye out for my other ideas.

The post 1 ASX dividend stock down 46% I'd buy right now appeared first on The Motley Fool Australia.

One of the most appealing things about superannuation is that it has a lower tax rate than the company tax rate and the individual tax rate of a full-time worker. Superannuation may have a lower tax rate than trusts as well.

Another positive of investing through superannuation is its structure, which supports long-term investing. For people in the accumulation phase, they could make investments for decades before they can access that money.

The money available to use for passive income is the after-tax amount. This is why superannuation is so advantageous: less of the income is lost to tax compared to most tax brackets for individuals. I'd prefer not to lose a third of my passive income return to tax each year.

Not only is the tax rate lower in the accumulation phase of superannuation, but the tax rate could be as low as 0% in retirement, depending on the superannuation balance.

Of course, the taxation conditions for each household are different, so we'll just consider income goals from here.

How much is needed in superannuation for $12,000 of monthly passive income?

Receiving $12,000 in dividends each month amounts to an annual goal of $144,000. I'd love to receive that level of dividend income.

The question of how much money would need to be invested to generate that much income comes down to the investment's yield. But investors should consider more than just the yield – reliability and growth are also important aspects.

Plenty of ASX shares also attach franking credits to their dividends, boosting the after-tax dividend yield on offer.

Different portfolios can have different dividend yields. A portfolio with a 3.5% dividend yield would need to be double the size of a portfolio with a dividend yield of 7% to generate the same level of passive income.

For example, if a portfolio were $2.06 million in size, it would generate approximately $144,000 of annual passive income with a 7% dividend yield. If the portfolio had a 3.5% dividend yield, it would need to be $4.11 million in size to achieve the same level of annual payments.

Each dividend yield would require a different portfolio size to generate $144,000 annually. For example, a 5% dividend yield would require a $2.88 million portfolio and a 6% dividend yield would require a $2.4 million portfolio.

The types of ASX dividend shares I'd choose to buy

As I said before, if I'm investing for passive income in superannuation, I'd also want to take reliability and growth into account. I believe all of the businesses I'm about to name have better-than-average payout reliability.

If investors want to generate higher dividend yields, I'd look at reliable real estate investment trusts (REITs) and quality companies with franking credits, particularly listed investment companies (LICs).

Some of the businesses with a higher dividend yield I'd look at include MFF Capital Investments Ltd (ASX: MFF), WCM Global Growth Ltd (ASX: WQG), WAM Microcap Ltd (ASX: WMI), Dexus Industria REIT (ASX: DXS), WAM Leaders Ltd (ASX: WLE), Charter Hall Long WALE REIT (ASX: CLW), WAM Microcap Ltd (ASX: WMI) and Universal Store Holdings Ltd (ASX: UNI).

Some of the businesses with a lower dividend yield, but deliver strong growth and/or reliability, include Washington H. Soul Pattinson and Co. Ltd (ASX: SOL), Rural Funds Group (ASX: RFF), Centuria Industrial REIT (ASX: CIP), L1 Long Short Fund Ltd (ASX: LSF) and Telstra Group Ltd (ASX: TLS).

These aren't the only ASX shares I'd want to add into my passive income portfolio, though.

The post How much is needed in superannuation to target a $12,000 monthly passive income? appeared first on The Motley Fool Australia.

What did Dexus report?

• Dexus has exchanged contracts to sell 480 Queen Street, Brisbane for a total gross price of $700 million (net $657.3 million).
• The property was jointly owned by Dexus and Dexus Wholesale Property Fund, each with a 50% stake.
• The sale price aligns with the most recent independent valuation as at 30 June 2026, and is about 4% below the 31 December 2025 book value.
• Dexus's share of net sale proceeds is approximately $329 million, with most due at settlement in December 2026 and the rest deferred to June 2028 at a 6% coupon.
• The transaction is expected to reduce Dexus's pro forma look-through gearing by about 1 percentage point.

What else do investors need to know?

The deal is still subject to approval from the Foreign Investment Review Board (FIRB), but is otherwise unconditional. Dexus will receive around $259 million at settlement, with a further $70 million paid in two years at an annual coupon, supporting capital management.

480 Queen Street is a Premium grade office building in Brisbane CBD, with occupancy of 89.7% and a weighted average lease expiry (WALE) of 3.8 years as at 30 June 2026. Dexus and DWPF remain invested in Brisbane's commercial property market, notably via the multi-tower Waterfront precinct, where One Eagle Street is 93.8% occupied and the North Tower is already 71% pre-leased.

What did Dexus management say?

Ross Du Vernet, CEO and Managing Director of Dexus, said:

This transaction is a further demonstration that we are executing on our strategy and will release capital to assist in funding higher returning initiatives. We retain a significant office exposure in Brisbane, focused on the irreplaceable Waterfront precinct with embedded growth options.

What's next for Dexus?

The planned sale is part of Dexus's strategic focus on recycling capital to fund higher-returning projects and initiatives within its large real asset platform. The company remains committed to its Brisbane office presence, particularly through the ongoing development and leasing of its flagship Waterfront complex.

Investors can expect Dexus to continue exiting non-core assets and deploying capital to opportunities aligned with its long-term growth and sustainability objectives.

Dexus share price snapshot

It has been a disappointing 12 months for the Dexus share price. It is down 15% over the period, compared to a 3.2% gain by the S&P/ASX 200 index (ASX: XJO).

View Original Announcement

The post Dexus sells 480 Queen Street in $657 million Brisbane office deal appeared first on The Motley Fool Australia.

What did Dexus report?

• External independent valuations of 175 assets as at 30 June 2026
• Estimated total portfolio value decreased by $24 million, or 0.2%, in the six months to 30 June 2026
• Office portfolio value decreased by 0.4% due to higher capitalisation and discount rates
• Industrial portfolio value increased by 0.5%, mainly from rental growth and a firmer discount rate
• Weighted average capitalisation rate: 6.22% for office, 5.58% for industrial, and 6.06% total

What else do investors need to know?

Dexus noted that market rental growth contributed positively to valuations, especially in the industrial sector, which offset some pressure from increasing capitalisation rates in the office portfolio. Marginally softer capitalisation rates affected both asset classes, but fundamentals are helping to steady results. Valuation specifics and any further commentary on individual assets will be provided with Dexus's FY26 results on 20 August 2026. These updated values do not include Dexus's retail assets, and figures are subject to change on finalisation.

What did Dexus management say?

Dexus Group CEO and Managing Director Ross Du Vernet said:

The valuations reflect a stabilising market that is being driven by fundamentals. Capitalisation rates were slightly softer in both the office and industrial portfolios, with rental growth and capex assumptions generally driving valuation outcomes across the stabilised portfolios.

What's next for Dexus?

Dexus's formal FY26 results will land on 20 August 2026; this will contain further detail on each property's valuation and outlook for the business. The company remains focused on its real estate development pipeline and leveraging its diverse asset base to unlock further value and deliver long-term growth for investors. As market conditions continue to evolve, Dexus's integrated platform and experienced management team are positioning it to navigate trends in office and industrial property, with an eye on sustainability and future opportunities.

Dexus share price snapshot

Over the past 12 months, Dexus shares have declined 22%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 3% over the same period.

View Original Announcement

The post Dexus' portfolio valuations show office fall, industrial gain appeared first on The Motley Fool Australia.

When this happens, it means the rights to the dividend are locked in and new buyers won't be eligible to receive this payout when it is made.

This means that even if you bought shares today, the rights would stay with the seller and they would receive the dividend on pay day.

So, if you are a shareholder of any of the seven ASX 200 shares named below, you can look forward to a pay check coming your way in the not-so-distant future.

Here's what you need to know:

APA Group (ASX: APA)

This energy infrastructure company's shares are going ex-dividend this morning for its 30.5 cents per share final dividend. Eligible shareholders can look forward to receiving this dividend on 16 September. Based on its last close price, this single payout equates to a 2.8% dividend yield.

Centuria Industrial REIT (ASX: CIP)

Industrial property company Centuria Industrial REIT recently declared a 4.2 cents per share quarterly dividend. It will be paying this to its shareholders on 14 August.

Charter Hall Group (ASX: CHC)

Property giant Charter Hall's shares will be going ex-dividend today for its partially franked 25.8 cents per share dividend. Shareholders can expect to receive this payout at the very end of August.

Dexus (ASX: DXS)

Property developer Dexus recently declared a 17.7 cents per share dividend. This will be paid to eligible shareholders in around two months on 28 August.

Goodman Group (ASX: GMG)

Another ASX 200 share going ex-dividend today is industrial property giant Goodman. It recently declared a 15 cents per share final dividend. This will be paid to eligible shareholders on 26 August. Goodman has now paid out 15 cents per share in dividends every half since 2019.

Mirvac Group (ASX: MGR)

Another property developer that is going ex-dividend this morning is Mirvac. It recently declared a 4.8 cents per share quarterly dividend. Shareholders can look forward to receiving this on 31 August.

Transurban Group (ASX: TCL)

Finally, this toll road giant will be rewarding its shareholders with a 35 cents per share final dividend. They can expect to receive their pay check on 18 August. Based on where this ASX 200 share ended last week, this dividend represents a 2.3% dividend yield.

The post 7 ASX 200 shares going ex-dividend today appeared first on The Motley Fool Australia.

Will the market be able to build on this on Monday? Here are five things to watch:

ASX 200 expected to rise again

The Australian share market looks set for a positive start to the week despite weakness on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 16 points or 0.2% higher. In the United States, the Dow Jones was down 0.1%, the S&P 500 edged lower, and the Nasdaq fell 0.25%.

Oil prices fall

ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a poor start to the week after oil prices tumbled on Friday night. According to Bloomberg, the WTI crude oil price was down 3.75% to US$69.23 a barrel and the Brent crude oil price was down 4.3% to US$71.99 a barrel. However, reports of an escalation in US-Iran tensions could give oil a boost on Monday.

Buy Neuren shares

The team at Bell Potter thinks investors should be buying Neuren Pharmaceuticals Ltd (ASX: NEU) shares. This morning, the broker has retained its buy rating on the pharmaceuticals company's shares with an improved price target of $23.50. The broker said: "At the latest closing price, we therefore see effectively zero implied value for NEU's second asset, which in itself would be a multi-billion-dollar value asset should it succeed in the Phase 3 trial. The Phase 3 remains in the early stages of recruitment, with results not expected until the end of CY27 at the very earliest (pending recruitment pace). We maintain our BUY recommendation and increase PT to $23.50."

Gold price rises

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good start to the week after the gold price rose on Friday night. According to CNBC, the gold futures price was up 1.2% to US$4,096.3 an ounce. This gain was driven by a weaker US dollar but couldn't stop gold from recording its fourth weekly loss in a row.

Shares going ex-dividend

A large group of shares are due to go ex-dividend on Monday and could trade lower. This includes APA Group (ASX: APA), Centuria Industrial REIT (ASX: CIP), Charter Hall Group (ASX: CHC), Dexus (ASX: DXS), Goodman Group (ASX: GMG), Mirvac Group (ASX: MGR), and Transurban Group (ASX: TCL). The latter will be rewarding its shareholders with a 35 cents per share final dividend on 18 August.

The post 5 things to watch on the ASX 200 on Monday appeared first on The Motley Fool Australia.

The Dexus share price is currently halted at $5.93.

That's where the stock closed on Thursday after falling 1% for the session. It has also been a difficult year so far, with Dexus shares down around 14% in 2026.

The halt was requested before the market opened, with Dexus telling the ASX it was waiting on a Supreme Court of New South Wales judgement linked to proceedings involving the company.

Under the ASX notice, trading is expected to resume by Tuesday, 2 June, unless Dexus releases its announcement earlier.

So, what's going on?

Court blow over Dexus' airport interests

The issue relates to Dexus' interest in Australia Pacific Airports Corporation (APAC), the owner of Melbourne Airport and Launceston Airport.

Dexus manages funds that own about 27% of APAC. Reuters reported last year that Dexus could be forced to divest the stake after APAC's board alleged breaches of confidentiality agreements.

According to The Australian, Dexus has now lost its legal case and must sell the entire stake it controls in the airports.

The report said Dexus had taken action in the NSW Supreme Court to prevent being forced to sell out of the full stake.

The dispute followed an earlier attempt to sell a near 10% interest in the company that owns the airports.

The push to force a sale was driven by funds manager IFM, which is backed by major superannuation names including Australian Super, ART, Cbus, and UniSuper.

Other co-owners include the Future Fund, SAS Trustee, represented by NSW TCorp, and the Utilities of Australia vehicle managed by HRL Morrison and Co.

The Dexus-managed funds' APAC interests have been reported as worth up to $4.5 billion.

Why investors are watching closely

This is a sensitive issue because Dexus is not just a landlord.

The company describes itself as a real asset group with a platform spanning listed property, funds management, infrastructure, alternatives, and other investments. Dexus says its wider platform manages a $51.5 billion Australasian real estate and infrastructure portfolio.

A forced sale of the APAC stake would therefore sit right at the centre of the group's funds management and infrastructure ambitions.

It also comes at a time when the share price is already under pressure.

The stock has fallen over the past year and remains close to the lower end of its 52-week range. Dexus has traded between $5.82 and $7.73 over the past year, leaving the current halted price of $5.93 only slightly above that low.

The company has also been dealing with a difficult backdrop for listed property stocks, where higher rates and valuation pressure have weighed on investor confidence.

What comes next?

The next step is Dexus' formal update to the market.

Investors will be looking for details on whether Dexus will appeal, how any sale process may work, and what the financial impact could be.

They will also want to know whether the ruling changes the outlook for management fees, fund relationships, or future infrastructure ambitions.

Until the announcement lands, the share price will remain frozen at $5.93.

The post This ASX stock is frozen after major airport court setback appeared first on The Motley Fool Australia.

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. 

The post 3 ASX income stocks trading at attractive prices appeared first on The Motley Fool Australia.

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.

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