Thanks to positive earnings results, both have received strong ratings from the team at Morgans. 

Here is what the broker had to say. 

HealthCo Healthcare and Wellness REIT

HealthCo Healthcare and Wellness REIT holds a $1.6 billion portfolio of 36 properties including hospitals, aged care, childcare, life sciences and research facilities as well as primary care and wellness assets.

In its HY26 results, the company reported: 

• Revenue from ordinary activities up 6% to $30.5 million
• Revenue, including income from the share of losses/profits of equity accounted investees was down 51% to $14.7 million. 

Additionally, the company could be set to pay a dividend yield of 9%.

Its share price has jumped almost 10% since Monday on the back of this news. 

Following the results, the team at Morgans upgraded this ASX REIT to a speculative buy recommendation. 

This included a price target of $1.05 per share. 

From yesterday's closing price of $0.71, that indicates an upside of 47.8%. 

HCW is edging towards a negotiated resolution for the Healthscope assets. Importantly, rent has been paid in full across the portfolio and HCW has executable agreements with alternative operators for all 11 hospitals – with new long-term leases at unchanged face rents (with incentives), should Healthscope breach the lease. Moderate gearing of 28.5% leaves HCW well-positioned to navigate the uncertain timing and gearing impacts from a managed decline to asset values.

MLG Oz

MLG Oz Ltd is a Kalgoorlie-based integrated mining services and resource asset management company.

It released HY26 Results on Tuesday that included: 

• Statutory Revenue of $287.2 million, up 5.2%, compared to the prior corresponding period (pcp).
• Statutory Net Profit After Tax (NPAT) up 73.2% to $7.1 million (pcp $4.1 million).
• Pro-forma Earnings before Interest, Tax, Depreciation and Amortisation (EBITDA) of $36.5 million, up 24.5% on the pcp; pro-forma EBITDA margin of 12.8% (pcp 10.9%).

Its share price climbed higher on these results and is now up 23% year to date. 

In a note out of Morgans, the broker increased its price target following these results to $1.20 (previously $1.00). 

From yesterday's closing price of $1.07, that indicates a further upside of 12.15% for these ASX shares.

1H26 was ahead of expectations at all operating metrics. Earnings grew substantially (EBITDA +25% YoY) despite a relatively subdued top-line (+5%), which is indicative of a steady portfolio of haulage projects and a renewed focus on margins. MLG reinstated dividends which signals confidence in the outlook and the company's financial position.

The post Two ASX shares with big upside post earnings results appeared first on The Motley Fool Australia.

That's because the broker believes that after a period of no dividends, this stock could be positioned to provide a dividend yield of 9% in 2027 and then 10% in 2028.

Which ASX dividend stock?

The stock that Bell Potter is tipping as a buy is Healthco Healthcare and Wellness REIT (ASX: HCW).

It is an externally-managed REIT under parent HMC Capital Ltd (ASX: HMC), which manages around $1.4 billion of healthcare assets. This includes investment in hospitals, aged care, childcare, government, life sciences, and primary care & wellness property assets.

Among its tenant base is a combination of large-scale operators including Healthscope (HSO) and Acurio, as well as the Australian Government, which is the third biggest tenant by gross income.

What is the broker saying?

Its shares have come under significant pressure over the past 12 months due to its exposure to the struggling HSO business.

Commenting on recent developments, the broker said:

All 11 HSO hospitals continue to operate as normal, with 100% of all rent due having been paid, and state-by-state executable lease agreements with alternate operators remains in place as per prior. Incrementally though, HCW now expects upon new leases being struck the terms would include face rents to remain unchanged and incentives would indicatively result in a 10-15% near-term reduction to asset values.

The HSO receiver-led process remains the key determinant in potential pathways head, particularly in regards to UHF equity investment and HCW distribution's recommencing (BPe 1QFY27).

Dividend forecast

Bell Potter doesn't believe there will be any dividends in FY 2026. However, it is expecting them to recommence in FY 2027 with a dividend of 6.3 cents per share. The broker then expects a dividend of 7.5 cents per share in FY 2028.

Based on its current share price of 70 cents, this would mean dividend yields of 9% and 10.7%, respectively, over the two years.

In addition, the broker sees plenty of upside for this ASX dividend stock from current levels. It has a buy rating and 95 cents price target. This suggests that its shares could rise by 36% between now and this time next year.

Commenting on its buy recommendation, the broker said:

No change to our Buy rating. HCW trades at a material -50% discount to NTA which is the widest in our sector coverage, notwithstanding +26bp cap rate expansion at the result (c.+40bps for HSO-tenant assets) and additional detail on potential asset devaluations which implies a higher valuation than the current share price implied.

The post Guess which ASX stock could pay a 9% dividend yield in 2027 appeared first on The Motley Fool Australia.

The uptick means the shares are now 1.39% lower year to date and 33.02% below where they traded this time last year.

Why HealthCo Healthcare's shares are storming higher on results day

Here's what the commercial health and wellness real estate assets manager posted for the half-year ended 31st December 2025:

• Revenue from ordinary activities up 6% to $30.5 million
• Revenue, including income from the share of losses/profits of equity accounted investees was down 51% to $14.7 million
• Loss from ordinary activities after tax was up 75% to $26.9 million

What happened in H1 FY26?

HealthCo Healthcare reported a 6% increase in revenue to $30.5 million. This was up from $28.7 million in the prior corresponding period (pcp).

Its revenue, including income from the share of losses/profits of equity accounted investees, dropped 51% to $14.7 million for the period. This was from $30.1 million in the prior corresponding period (pcp).

The loss from ordinary activities after tax attributable to owners of HealthCo and Wellness REIT was 75% higher at $26.9 million. This was $15.4 million in the pcp.

As expected, no interim distributions were declared during the financial half year to preserve balance sheet liquidity.

HealthCo Healthcare also noted that $77 million of its asset sales settled in H1 FY26. It also achieved a cash and undrawn debit of $155 million, and its gearing was 28.5%, which was below its 30% to 40% target range.

The update revealed that all 11 hospitals owned by HealthCo Healthcare and the Unlisted Healthcare Fund (Landlords) have paid 100% of all rent due. This is up to and including February 2026.

The Landlords have executable agreements with alternative operators on a state-by-state basis for all 11 hospitals. These agreements include new long-term lease tenure, unchanged rent and rental incentives. These will ensure sustainable commercial arrangements between the Landlords and the alternative operators. These incentives would indicatively result in a 10% to 15% near-term reduction in asset valuations.

"During the half, our priority has been to progress a long-term solution for the Healthscope hospital portfolio that ensures the continuity of essential healthcare services and maximises value for our investors. We are encouraged by the agreements reached with alternative operators and the strong operational performance of the broader portfolio. HCW's fundamentals remain resilient, and we are focused on delivering a clear resolution that positions the platform for renewed growth and disciplined capital deployment," HealthCo Healthcare Managing Director, real estate, Sid Sharma said.

HealthCo Healthcare Fund Manager, Christian Soberg, added:

We have maintained a strong balance sheet to ensure we are well-placed to support transition arrangements and capture future opportunities. We are making progress toward resolving the Healthscope situation with a path to restoring normalised distribution settings for our unitholders.

What's the outlook for HealthCo Healthcare for FY26?

The company said that its key priority is to "resolve the Healthscope situation". Healthscope is currently in receivership following a collapse under private equity ownership by Brookfield. The collapse was driven by high debt and poor financial performance. Healthscope leased four hospitals directly owned by the HealthCo Healthcare REIT and another seven owned by an associated entity.

The company said it expects to recommence distributions and issue guidance once this has been resolved. 

The post HealthCo Healthcare shares spike 6% following H1 FY26 results appeared first on The Motley Fool Australia.

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

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

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

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

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

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

Underperforming over the last month 

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

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

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

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

Other companies that fell last week included:

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

Buy, hold, and sell from Bell Potter

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

REITs with buy recommendations include:

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

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

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

The broker has hold recommendations on: 

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

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

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

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

Each week, Broker Bell Potter releases commentary and analysis on this sector. 

The broker said REITs underperformed amongst a broadly overall flat week for the market last week. 

Per last weekly, the return of earnings growth for the sector, increased cap trans activity and potential for debt-funded accretive acquisitions improving we see a setting where notwithstanding there may be less Aus rate cuts, the sector growth profile still improves.

Here is the latest guidance from the broker including one buy, one hold and one sell. 

Buy

Bell Potter has an optimistic view on HealthCo Healthcare and Wellness REIT (ASX: HCW). 

This ASX REIT holds a $1.6 billion portfolio of 36 properties, including hospitals, aged care, childcare, life sciences and research facilities, as well as primary care and wellness assets.

The stock price has fallen approximately 31% so far this year; however, it seems Bell Potter anticipates a bounce-back. 

The broker has a buy recommendation and $1.00 price target on the stock. 

This indicates an impressive upside of 47%. 

Hold

In its latest report, Bell Potter has a hold recommendation on Lifestyle Communities Ltd (ASX: LIC). 

This ASX REIT is a developer and manager of communities for the over-50s, semi-retired, and retirees market in Victoria.

Its stock price has fallen more than 38% YTD; however, the broker appears to still have reservations. 

Its price target sits at $5.70, which is roughly 5% higher than yesterday's closing price of $5.42. 

Sell

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

This ASX REIT has a portfolio of office and commercial property assets throughout Australia.

Its stock price has been volatile this year, but it is overall up 2% in 2025. 

The broker has a price target of $1.10 on COF shares. 

This is more than 5% lower than yesterday's closing price. 

The post Which ASX REITs are a buy, hold and sell according to Bell Potter? appeared first on The Motley Fool Australia.

It also includes a summary of ASX REITs covered by the broker. 

One price target that jumps out from this weeks report is the valuation on HealthCo Healthcare and Wellness REIT (ASX: HCW). 

HealthCo Healthcare and Wellness REIT

While some ASX REITs focus on residential property, others like HalthCo Healthcare and Wellness, primarily focus on commercial health and wellness real estate assets. 

HealthCo Healthcare and Wellness REIT holds a $1.6 billion portfolio of 36 properties including hospitals, aged care, childcare, life sciences, and research facilities, as well as primary care and wellness assets.

Its share price has fallen more than 20% in 2025, however Bell Potter's target price suggests it is now trading well below fair value. 

Here's what the broker had to say 

Down but not out 

Following the company's FY25 results, Bell Potter released a report on this ASX REIT. 

It has long-term optimism, supported by the company's position as Australia's largest healthcare-focused REIT with strong long-term demand drivers from an aging population and a ~$218b addressable market. 

An aging and growing population greater than other developed nations should underpin long-term sector demand notwithstanding shorter term utilisation headwinds.

The broker also pointed out the comparatively high dividend yield offered by this ASX REIT compared to others. 

By virtue of the deal struck under its recent Healthscope portfolio acquisition, multiple development projects can be set at the greater of 6% or Aus 10yr bond yield + 300bps which would see materially higher yields on cost vs. other REITs.

Price target indicates upside 

Bell Potter currently has a 12 month price target of $1.00. 

This indicates an upside of approximately 35% from yesterday's closing price of $0.74. 

Other valuations also place this ASX REIT stock as one with upside. 

Online brokerage platform Selfwealth lists it as undervalued by approximately 25%. 

TradingView has a one year price target of $0.925, which indicates an upside of approximately 25.7%. 

The post This ASX REIT stock comes with a 6% yield and 35% upside appeared first on The Motley Fool Australia.

That's because they have just revealed the ASX REITs that they think investors should be buying right now. Let's see what the broker is recommending to clients:

Which ASX REITs are being tipped as buys?

There are no less than 14 ASX REITs that Macquarie thinks are in the buy zone this month.

The first is Arena REIT No 1 (ASX: ARF), which it has an outperform rating and $3.96 price target on. However, with its shares trading at $3.77, the upside is somewhat limited from here.

It is a similar story for Centuria Capital Group (ASX: CNI). The broker has an outperform rating and $1.78 price target on its shares.

More upside is expected from Centuria Industrial REIT (ASX: CIP) shares. Macquarie has an outperform rating and $3.34 price target on this ASX REIT.

Fellow industrial property company Dexus Industria REIT (ASX: DXI) is also in favour with the broker. It has an outperform rating and $3.18 price target on its shares.

Data centres and more

For big returns, investors might want to check out data centre focused property company DigiCo Infrastructure REIT (ASX: DGT). Macquarie has an outperform rating and $5.33 price target on its shares, which implies potential upside of 56% for investors from current levels.

Fellow data centre (and industrial property) developer Goodman Group (ASX: GMG) is rated as outperform with a $36.06 price target.

Another REIT with potential to rise strongly is Dexus (ASX: DXS). The broker has an outperform rating and $8.08 price target. This suggests that upside of 15% is possible from current levels.

Limited upside is expected for Growthpoint Properties Australia Ltd (ASX: GOZ), with Macquarie holding an outperform rating and $2.57 price target on its shares.

The broker has outperform ratings on GPT Group (ASX: GPT) and Healthco Healthcare and Wellness REIT (ASX: HCW) shares with price targets of $5.38 and $1.05, respectively.

Elsewhere, Lendlease Group (ASX: LLC) could be another ASX REIT with major upside. Macquarie has an outperform rating and $7.79 price target on its shares. This implies potential upside of 36% over the next 12 months.

The final three are Mirvac Group (ASX: MGR), National Storage REIT (ASX: NSR) and Qualitas Ltd (ASX: QAL). Macquarie has outperform ratings on them with price targets of $2.56, $2.42, and $3.10, respectively.

Based on the above, the three to buy are arguably DigiCo Infrastructure REIT, Lendlease, and Goodman Group.

The post Thinking of buying an ASX REIT? Check out Macquarie's top picks appeared first on The Motley Fool Australia.

The real estate investment trust (REIT) has since retraced to 90 cents per share, up 8.5%.

The HCW REIT's share price surge follows a statement regarding private healthcare provider, Healthscope.

Healthscope leases four hospitals directly owned by the HealthCo Healthcare REIT and another seven owned by an associated entity.

The parent companies of Healthscope, which runs 37 hospitals in Australia, went into receivership earlier this week.

One of those 37 hospitals is Northern Beaches Hospital in Sydney, where Joe Massa died last year after "unacceptable failings" with the toddler's treatment.

His death has prompted the NSW Government to introduce new legislation called 'Joe's Law' to ban public-private hospital operations.

Healthscope's lenders have appointed McGrathNicol Restructuring to work with Healthscope management to sell the business.

One of Healthscope's lenders, the Commonwealth Bank of Australia (ASX: CBA), has provided $100 million of new funding to keep the hospitals operating while the financial mess is sorted out.

Healthscope's operational business, which runs the 37 Healthscope hospitals in Australia, is not in receivership.

What's going on with Healthscope?

Among a myriad of financial problems is Healthscope's inability to pay rent to its landlords, one of which is HealthCo Healthcare.

In 2023, the HCW REIT and the Unlisted Healthcare Fund (UHF) bought 11 freehold private hospitals from Medical Properties Trust (NYSE: MPW) for $1.2 billion. All 11 of them were leased to Healthscope.

The HCW REIT owns four properties directly and holds a 49.6% stake in UHF.

Today, the HCW REIT announced it had entered into a short-term partial rent deferral agreement, alongside UHF, with Healthscope.

HealthCo Healthcare & Wellness REIT said the agreement would support the continuity of services to the 11 communities the hospitals service.

HCW REIT also said it had received formal expressions of interest from alternative Australian hospital operators to re-tenant all 11 hospitals.

What's the deal between HCW REIT and Healthscope?

Under the agreement, Healthscope will pay outstanding rental arrears for March and April 2025 immediately.

Healthscope will also pay 85% of the rent for May to August to HCW REIT and UHF immediately.

The remaining 15% of deferred rent for the May to August period will be payable in September.

HMC Capital Managing Director of Real Estate, Sid Sharma, said:

We are committed to the continued provision of healthcare services in the areas in which our assets are located.

We are pleased that Healthscope and its Receivers have acknowledged the intent to keep all hospitals operating and that they are committed to ensuring that patients and hospital staff are prioritised through what we expect will now be an orderly transition.

We look forward to discussing the Healthscope sale process with its receivers and working on an appropriate transition of services to new operators or owners in a timely manner.

The HCW REIT and UHF have provided significant support to Healthscope during a tough operating environment post-COVID.

HCW REIT and UHF gave Healthscope a 6% rent reduction after the acquisition, plus two years at 50% rent, which cost $66 million in lost rental income.

The landlords have also spent $85 million upgrading several of the 11 hospitals they own.

What will happen to the 37 hospitals?

McGrathNicol intends to sell all 37 hospitals to new owners. This will likely occur across several transactions with different players.

Healthscope says there are no plans for hospital closures or redundancies.

In a statement, McGrathNicol partner, Keith Crawford, said:

We want to make it clear that the subsidiaries that own and operate Healthscope's network of hospitals are not affected by our appointment to the shareholding companies.

Our immediate focus is to engage constructively with all key stakeholders to ensure uninterrupted operation of Healthscope hospitals and continuity of best practice standards of patient care.

The post Healthco Healthcare and Wellness REIT rips 17% higher on Healthscope update appeared first on The Motley Fool Australia.

Four ASX shares that are rising more than most are listed below. Here's why they are pushing higher:

Catapult Group International Ltd (ASX: CAT)

The Catapult Group share price is up 8% to $5.68. Investors have been buying the sports technology company's shares following the release of a broker note out of Morgan Stanley. The broker was impressed with Catapult's strong performance in FY 2025 and believes this positive form can continue for the foreseeable future. Particularly given how the total addressable market for wearables and video sports technology is expected to grow at a three-year compound annual growth rate of 5%. As a result, the broker has retained its overweight rating on Catapult's shares with an improved price target of $6.00.

Champion Iron Ltd (ASX: CIA)

The Champion Iron share price is up a further 3% to $4.39. This iron ore miner's shares have risen this week following the release of its fourth quarter and full year results. For the fourth quarter, Champion Iron reported production of 3.2M wmt, record sales of 3.5M dmt, revenue of C$425 million, and EBITDA of C$127 million. The latter represents a 44% increase on the prior quarter and a 50% lift on the same period last year. In response, this morning, Macquarie Group Ltd (ASX: MQG) retained its outperform rating and $6.10 price target on the miner's shares.

Healthco Healthcare and Wellness REIT (ASX: HCW)

The Healthco Healthcare and Wellness share price is up 11% to 91.7 cents. This has been driven by news that Healthscope's receivers have agreed to pay outstanding rent. It said: "All outstanding rent arrears for March and April 2025 and 85% of rent for May 2025 will be paid immediately. HCW and UHF (Landlords) will receive 85% of the rent due for the period June-August 2025. The remaining 15% deferred rent for the May-August 2025 period is due in September 2025."

Meeka Metals Ltd (ASX: MEK)

The Meeka Metals share price is up almost 4% to 14 cents. This morning, this gold explorer released an update on the development of the Murchison Gold project. According to the release, the processing plant has powered up and commissioning is targeted for mid-June. Managing director Tim Davidson said: "With power to the plant and ore stocks on the ROM we are on track for commissioning and first gold in the coming weeks."

The post Why Catapult, Champion Iron, Healthco, and Meeka Metals shares are pushing higher today appeared first on The Motley Fool Australia.

Four ASX shares that are falling more than most today are listed below. Here's why they are dropping:

Healthco Healthcare and Wellness REIT (ASX: HCW)

The Healthco Healthcare and Wellness share price is down almost 6% to 91 cents. This follows news that it has issued breach notices to Healthscope for failing to pay all rent due for March 2025. While the company notes that part payment of the rent has been received, it will enforce its legal rights and seek to replace Healthscope's tenancies with other hospital operators in the event the breaches are not remedied. In light of these breaches, the company has withdrawn its guidance for FY 2025.

Life360 Inc (ASX: 360)

The Life360 share price is down 6% to $22.01. This follows a pullback in the location technology company's shares on the NASDAQ index last night following a market selloff which impacted tech stocks more than most. This has seen the S&P/ASX All Technology Index fall 1.5% today. The team at Goldman Sachs is likely to see it as a buying opportunity. Earlier this week, the broker reaffirmed its buy rating with an improved price target of $27.00. This implies potential upside of 23% for investors over the next 12 months. It said: "We update our estimates to incorporate Life360's 4Q24 result. We reiterate our Buy rating and increase our price target to A$27 (from A$25). We increase our FY25-27E Ebitda forecasts by c.2%."

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is down almost 10% to $21.61. A number of shares with exposure to lithium are tumbling on Tuesday. This may be due to concerns that tariffs could impact electric vehicle sales and ultimately demand for lithium. This latest decline means that Mineral Resources' shares are now down a whopping 68% since this time last year.

Origin Energy Ltd (ASX: ORG)

The Origin Energy share price is down 5% to $10.41. This has been driven largely by the energy retailer's shares going ex-dividend this morning for its latest payout. Last month, Origin Energy released its half year results and declared a fully franked 30 cents per share interim dividend. This was up 9.1% on the prior corresponding period. Eligible shareholders can look forward to receiving this payout later this month on 28 March.

The post Why Healthco, Life360, Mineral Resources, and Origin Energy shares are sinking today appeared first on The Motley Fool Australia.

Two ASX 300 REITs that are catching the eye with their results are listed below. Here's what they reported:

Charter Hall Retail REIT (ASX: CQR)

The Charter Hall Retail share price is up 3.5% to $3.40 on Friday morning.

Investors have been buying the leading owner of convenience retail property after it delivered a solid first-half result.

Charter Hall Retail's result revealed steady income growth and high occupancy. Net property income (NPI) increased 3%, with shopping centres delivering 2.5% growth, while net lease retail NPI rose 4.5%. Its occupancy remains robust, with the Shopping Centre Convenience Retail portfolio sitting at 98.7%.

Management also revealed that Specialty leasing continues to perform well, with positive leasing spreads of 3.8%, supported by 99 lease renewals (+3.1% leasing spread) and 44 new leases (+5.9% leasing spread).

This ultimately led to the company reporting operating earnings of $73.1 million or 12.6 cents per share.

The ASX 300 REIT's CEO, Ben Ellis, was pleased with the half. He said:

CQR's portfolio continues to deliver strong operational performance. Our unique blend of convenience shopping centre and convenience net lease assets provides an attractive income growth profile with lower capital commitments. We have been active during the half on both the acquisition and divestment front in our pursuit of maximising future income growth.

Our significant investment in the ASX listed HPI, alongside our wholesale capital partner Hostplus, will enhance the overall portfolio's income growth profile. We are progressing well towards our objective of delivering the highest organic property income and earnings growth from the convenience retail sector.

Looking ahead, the company continues to expect its FY 2025 operating earnings to be approximately 25.4 cents per share and its FY 2025 distribution to be in line with last year's distribution of 24.7 cents per share.

HealthCo Healthcare and Wellness REIT (ASX: HCW)

The HealthCo Healthcare and Wellness share price is up almost 2% to 99.75 cents.

This morning, the health and wellness focused property company released its half year results and reported funds from operations (FFO) of $23.5 million or 4.2 cents per share. This represents 5% growth over the prior corresponding period.

The ASX 300 REIT's balance sheet metrics remain healthy, with gearing at 32.4%, which is sitting at the lower end of its 30–40% target range. It also has $115 million in available liquidity.

Cash rent collection was 100%, with occupancy maintained at 99%. The ASX 300 REIT's weighted average lease expiry (WALE) stood at 11.6 years at the end of December, with 82% of leases locked in beyond FY 2030.

HealthCo Healthcare and Wellness also addressed recent market speculation surrounding its major tenant Healthscope.

While discussions are ongoing regarding a long-term solution, it has ruled out providing further rental support. Should Healthscope breach its lease obligations, the company would look for other tenants and has already received interest from other hospital operators.

Looking ahead, HCW has reaffirmed its FY 2025 guidance of 8.4 cents FFO per unit and 8.4 cents distributions per share. Though, this is subject to the continued performance of its portfolio and Healthscope's contractual obligations.

The post 2 ASX 300 REITs charging higher on results day appeared first on The Motley Fool Australia.

The good news is that several ASX shares are currently offering dividend yields above 7% and have the backing of top brokers.

Here are three buy-rated high-yield stocks that could be worth considering this week.

APA Group (ASX: APA)

Macquarie sees APA Group as an attractive ASX dividend share to buy right now. APA is a leading Australian energy infrastructure company with a $26 billion portfolio spanning gas, electricity, solar, and wind assets.

The broker expects these assets to support dividend payments of 57 cents per share in FY 2025 and then 57.5 cents per share in FY 2026. At the current APA Group share price of $6.77, this implies generous dividend yields of 8.4% and 8.5%, respectively.

Macquarie currently has an outperform rating and a price target of $8.02 on APA shares, suggesting compelling upside potential.

GQG Partners Inc (ASX: GQG)

Goldman Sachs has named GQG Partners as another top ASX dividend share to buy. The company is a global investment manager overseeing US$153 billion on behalf of institutional investors like pension funds and wealth management firms.

Goldman likes GQG Partners for its "attractive valuation vs. peers in context of very strong earnings growth."

The broker is forecasting dividend payments of 14 US cents (22.3 Australian cents) per share in FY 2025 and then 15 US cents (23.9 Australian cents) in FY 2026. Based on GQG's current share price of $2.26, these dividends would equate to massive yields of 9.9% and 10.6%, respectively.

Goldman currently has a buy rating and $3.00 price target on GQG's shares.

Healthco Healthcare and Wellness REIT (ASX: HCW)

Finally, Bell Potter sees Healthco Healthcare and Wellness REIT as an income opportunity in the real estate sector. The trust owns a $1.6 billion portfolio of healthcare and wellness property assets, including hospitals, aged care, childcare, life sciences, and research facilities.

As for income, Bell Potter is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.7 cents in FY 2026. Given its current unit price of 99.5 cents, this means investors could enjoy dividend yields of 8.4% and 8.75%, respectively.

The broker currently has a buy rating and a price target of $1.50 on Healthco Healthcare and Wellness shares, which suggests that significant upside potential is possible over the next 12 months.

The post These buy-rated ASX dividend shares offer 7%+ yields appeared first on The Motley Fool Australia.

That's because the three top ASX dividend shares listed below have been named as buys and tipped to offer yields greater than 8%. Here's what analysts are expecting from them:

GQG Partners Inc (ASX: GQG)

Goldman Sachs has named GQG Partners as an ASX dividend share to buy.

It is a global investment company with a focus on managing active equity portfolios. It is currently managing US$153 billion on behalf of investors. This includes large pension funds, sovereign funds, wealth management firms, and other financial institutions.

Goldman is bullish and notes that it has an "attractive valuation vs. peers in context of very strong earnings growth." The broker has a buy rating and $3.00 price target on its shares.

In respect to dividends, Goldman is forecasting dividends per share of 14 US cents (22.3 Australian cents) in FY 2025 and then 15 US cents (23.9 Australian cents) in FY 2026. Based on its current share price of $2.03, this would mean 11% and 11.8% dividend yields, respectively.

Healthco Healthcare and Wellness REIT (ASX: HCW)

Bell Potter thinks that Healthco Healthcare and Wellness REIT could be an ASX dividend share to buy.

It is a real estate investment trust focused on owning healthcare and wellness property assets. At the last count, the company had a $1.6 billion portfolio of assets and a large-scale development pipeline. This includes hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties.

Bell Potter is positive on the company's outlook and has a buy rating and $1.50 price target on its shares.

As for income, it is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.7 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of 94 cents, this equates to dividend yields of 8.9% and 9.2%, respectively.

APA Group (ASX: APA)

Finally, Macquarie thinks that APA Group could be a top ASX dividend share to buy now.

It is a leading Australian energy infrastructure business that owns a $26 billion portfolio of gas, electricity, solar and wind assets.

Macquarie currently has an outperform rating and $8.02 price target on its shares.

As for dividends, the broker is forecasting dividends of 57 cents per share in FY 2025 and then 57.5 cents per share in FY 2026. Based on the current APA Group share price of $6.88, this equates to 8.3% and 8.35% dividend yields, respectively.

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That's because there are countless ASX shares out there that pay dividends twice (or more times) a year.

And while the Australian share market traditionally trades with an average dividend yield of approximately 4%, income investors don't have to settle for that.

For example, the two ASX shares listed below are being tipped to offer very large yields and could pull in significant passive income from a combined $20,000 investment. Here's what you need to know:

APA Group (ASX: APA)

APA Group is a leading Australian energy infrastructure business that owns a $26 billion portfolio of gas, electricity, solar and wind assets. Macquarie currently has an outperform rating and $8.13 price target on its shares.

These assets have allowed the company to increase its dividend each year for almost two decades. The good news is that the broker expects the run to continue and is forecasting dividends of 57 cents per share in FY 2025 and then 57.5 cents per share in FY 2026. Based on the current APA Group share price of $6.88, this equates to 8.3% and 8.35% dividend yields, respectively.

This means that a $10,000 investment would generate passive income of approximately $830 in 2025.

Healthco Healthcare and Wellness REIT (ASX: HCW)

Healthco Healthcare and Wellness REIT is a real estate investment trust with a focus on healthcare and wellness assets. This includes hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties. Bell Potter is positive on the company and has a buy rating and $1.50 price target on its shares.

It believes that its shares are undervalued given its meaningful discount to NTA, positive earnings growth outlook, and generous yield. Speaking of which, the broker is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.7 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of 94 cents, this will mean yields of 8.9% and 9.25%, respectively.

If Bell Potter's dividend estimates prove accurate, it would mean that a $10,000 investment would generate passive income of approximately $890 in 2025.

Big passive income

Combined, these two high-yield ASX dividend shares could generate income of $1,720 from a total investment of $20,000.

And let's not forget the potential capital gains on offer with the two brokers having price targets 18% and 59%, respectively, above where their shares currently trade.

The post Invest $20,000 in 2 ASX shares for $1,720 in passive income appeared first on The Motley Fool Australia.

If you are, then it could be worth checking out the three ASX dividend shares listed below that have been named as buys.

Here's what sort of yields are expecting from these stocks:

APA Group (ASX: APA)

Macquarie is tipping APA Group as an ASX dividend share to buy right now.

It is a leading Australian energy infrastructure business that owns a $26 billion portfolio of gas, electricity, solar and wind assets.

APA Group is on track to lift its dividend for 20 years in a row and Macquarie believes it will get there.

It is forecasting dividend increases to 57 cents per share in FY 2025 and then 57.5 cents per share in FY 2026. Based on the current APA Group share price of $6.92, this equates to 8.2% and 8.3% dividend yields, respectively.

Macquarie has an outperform rating and $8.02 price target on its shares.

Coronado Global Resources Inc (ASX: CRN)

Another high-yield ASX dividend share that is rated as a buy is Coronado Global Resources.

It is the largest pure play met coal producer, aiming to deliver total sales of 15.4Mt to 16Mt into global export markets in 2024.

Bell Potter likes the company due to its belief that a major de-risking event is coming. It notes that from "late CY24, CRN's production profile will de-risk with the introduction of 1.5-2.0Mtpa incremental saleable production from its less weather-affected and lower cost Mammoth Underground Project."

It expects this to support the payment of partially franked dividends of 10 cents per share in FY 2025 and then 8.6 cents per share in FY 2026. Based on its current share price of 73.5 cents, this equates to dividend yields of 13.6% and 11.7%, respectively.

Bell Potter has a buy rating and $1.60 price target on its shares.

Healthco Healthcare and Wellness REIT (ASX: HCW)

A final ASX dividend share that could provide big dividend yields is the Healthco Healthcare and Wellness REIT.

It is a real estate investment trust with a focus on healthcare and wellness assets. This includes hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties.

Bell Potter is positive on the company, noting that "with +5% earnings growth expected for FY25, we see value in HCW at current levels with the buyback putting a floor under the share price and HCW continuing to deliver from a property perspective. At a +7% DPS yield and meaningful discount to NTA, HCW screens attractively on a sector-relative basis."

The broker is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.7 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of 94.5 cents, this will mean yields of 8.9% and 9.2%, respectively.

Bell Potter currently has a buy rating and $1.50 price target on its shares.

The post These ASX dividend shares could offer 8%+ yields appeared first on The Motley Fool Australia.

If you do, then it could pay to listen to what analysts at Bell Potter are saying about the ASX dividend stocks in this article.

These shares have been named as buys and tipped to deliver market-beating returns for investors over the next 12 months.

Let's see what the broker is tipping as a buy:

Healthco Healthcare and Wellness REIT (ASX: HCW)

The first ASX dividend stock that Bell Potter is tipping as a buy is the Healthco Healthcare and Wellness REIT.

It is a real estate investment trust with a focus on healthcare and wellness assets. This includes hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties.

Bell Potter likes the company due to its discount to net tangible assets (NTA) and big dividend yield. It is explains:

As we highlighted in our recent detailed note, at a prevailing 27% discount to NTA, HCW's share price is factoring a poor outcome vis-a-vis HSO which is notwithstanding the recut terms upon entry of the deal in March '23 and cross default rights which sit across all 11 HSO-tenanted properties.

With +5% earnings growth expected for FY25, we see value in HCW at current levels with the buyback putting a floor under the share price and HCW continuing to deliver from a property perspective. At a +7% DPS yield and meaningful discount to NTA, HCW screens attractively on a sector-relative basis.

As mentioned above, Bell Potter believes that big yields are coming from this ASX dividend stock. It is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.7 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of 98 cents, this will mean yields of 8.6% and 8.9%, respectively.

Bell Potter currently has a buy rating and $1.50 price target on its shares. This implies potential upside of 50% for investors.

Nickel Industries Ltd (ASX: NIC)

Another ASX dividend stock that Bell Potter thinks could generate big returns is Nickel Industries.

It is a low-cost producer of nickel pig iron (NPI), which is a key ingredient in stainless steel production.

Bell Potter thinks the company's shares are being undervalued by the market. Especially with its positive growth outlook and attractive dividend yield. It explains:

NIC is the only pure-play producer of scale on the ASX providing exposure to the nickel price, with earnings diversified across Type 1 and Type 2 nickel. Its aggressive growth profile is fully funded, it is currently moving through the peak CAPEX phase which we forecast to drive strong earnings growth in CY25 and CY26.

NIC has long-life assets with demonstrated ability to make money through the nickel price cycle while also sustaining a supportive (unfranked) dividend which we forecast to grow. At these levels it trades on undemanding valuation multiples.

As for dividends, the broker is forecasting Nickel Industries to pay 5 cents per share dividends in FY 2024 and FY 2025. Based on its current share price of 81 cents, this would mean dividend yields of 6.2% in both years.

Bell Potter has a buy rating and $1.43 price target on its shares. This suggests that upside of over 75% is possible from current levels.

The post Broker says these ASX dividend stocks could generate massive returns appeared first on The Motley Fool Australia.

They have been named as buys and tipped to provide investors with some mouth-watering yields in the near term. Here's what analysts are recommending:

GQG Partners Inc (ASX: GQG)

The first ASX dividend share that could be a buy for income investors is GQG Partners.

It is a global investment boutique focused on managing active equity portfolios. At the last count, it managed US$159.5 billion for investors that include many large pension funds, sovereign funds, wealth management firms, and other financial institutions around the world.

Goldman Sachs thinks that its shares are being undervalued by the market right now. They recently said:

We retain our Buy rating on GQG: We lower our PT to $2.80 from A$3.00 to reflect the relatively muted impact on flows to date despite an outsized share price reaction resulting in a year P/E of <9x. We've moderated our flows reflecting some slowdown, albeit manageable in our view.

As for income, the broker is forecasting some very large dividend yields in the near term. It is expecting dividends per share of 15 US cents (24.1 Australian cents) in FY 2025 and then 17 US cents (27.3 Australian cents) in FY 2026. Based on the current GQG Partners share price of $2.10, this would mean dividend yields of 11.5% and 13%, respectively.

Goldman has a buy rating and $2.80 price target on its shares.

Healthco Healthcare and Wellness REIT (ASX: HCW)

Another ASX dividend share that could offer very big yields is the Healthco Healthcare and Wellness REIT.

It is a real estate investment trust focused on owning healthcare and wellness property assets.

The company notes that its objective is to provide exposure to a diversified portfolio underpinned by healthcare sector megatrends, targeting stable and growing distributions, long-term capital growth and positive environmental and social impact.

Bell Potter believes that its shares are undervalued at current levels given its positive outlook. The broker recently said:

With +5% earnings growth expected for FY25, we see value in HCW at current levels with the buyback putting a floor under the share price and HCW continuing to deliver from a property perspective. At a +7% DPS yield and meaningful discount to NTA, HCW screens attractively on a sector-relative basis.

It is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.8 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of $1.03, this will mean dividend yields of 8.15% and 8.5%, respectively.

Bell Potter currently has a buy rating and $1.50 price target on its shares.

The post These top ASX dividend shares offer whopping 8%+ yields appeared first on The Motley Fool Australia.

That's because analysts are tipping them as buys and expect a combination of decent yields and meaningful upside in the near term. Let's see what they are predicting for them:

Centuria Industrial REIT (ASX: CIP)

The first ASX dividend share for income investors to look at is Centuria Industrial. It is Australia's largest domestic pure play industrial property investment company.

The team at UBS is positive on the company due to its cheap valuation and robust demand for industrial property.

As for income, the broker is forecasting Centuria Industrial to pay dividends per share of 16 cents in FY 2025 and then 17 cents in FY 2026. Based on the current Centuria Industrial share price of $2.87, this represents dividend yields of 5.6% and 5.9%, respectively.

UBS currently has a buy rating and $3.80 price target on the company's shares.

Healthco Healthcare and Wellness REIT (ASX: HCW)

Another ASX dividend share that could be a buy according to brokers is HealthCo Healthcare & Wellness REIT. It is a real estate investment trust that invests in hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness property assets.

Bell Potter likes HealthCo Healthcare & Wellness REIT due to its enormous growth opportunity in this market.

It expects this to allow the company to pay dividends of 8.4 cents per share for FY 2025 and then 8.7 cents per share in FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of $1.00, this will mean dividend yields of 8.4% and 8.7%, respectively.

Bell Potter currently has a buy rating and $1.50 price target on its shares.

Universal Store Holdings Ltd (ASX: UNI)

Finally, Bell Potter also thinks that Universal Store could be an ASX dividend share to buy. It is the youth fashion retailer behind the eponymous Universal Store brand, as well as the Perfect Stranger, and Thrills brands.

Bell Potter rates the company highly due to "the store roll-out & brand growth strategy, margin expansion via private label product penetration (currently ~46%) and strong earnings trajectory."

It is expecting this to underpin fully franked dividends per share of 31.4 cents in FY 2025 and then 36.8 cents in FY 2026. Based on the current Universal Store share price of $8.02, this will mean yields of 3.9% and 4.6%, respectively.

Bell Potter currently has a buy rating and $8.85 price target on its shares.

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If you are, then the two ASX dividend stocks in this article could be the ones for you.

Let's see why analysts rate them as buys and what they expect them to payout in the near term:

Healthco Healthcare and Wellness REIT (ASX: HCW)

Healthco Healthcare and Wellness REIT could be a great option for investors looking for an income boost.

It is a real estate investment trust that has a focus on healthcare and wellness property assets.

Management notes that its objective is to provide exposure to a diversified portfolio that it underpinned by healthcare sector megatrends, targeting stable and growing distributions, long-term capital growth and positive environmental and social impact.

As per its most recent update, Healthco Healthcare and Wellness REIT had a $1.6 billion portfolio of assets, including hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties. It also has a large-scale development pipeline which appears supportive of growth in the coming years.

The team at Morgans thinks investors should be buying its shares. Particularly if you want some big dividend yields. It is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.8 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of $1.03, this will mean dividend yields of 8.1% and 8.5%, respectively.

Morgans currently has an add rating and $1.51 price target on its shares.

Smartgroup Corporation Ltd (ASX: SIQ)

Another ASX dividend stock that could provide income investors with an above-average dividend yield is Smartgroup.

It is an industry-leading provider of employee benefits, end-to-end fleet management, and software solutions. At the last count, it had over 400,000 salary packages and over 64,000 novated leases under management.

Bell Potter notes that this is underpinning very defensive earnings. And with favourable tailwinds expected to drive growth in the future, the broker feels its shares are being undervalued by the market.

It notes that "SIQ looks well priced given a fwd P/E of ~14.5x, a defensive client base, earnings tailwinds from the Electric Car Discount Bill (exempts low or zero emission vehicles from Fringe Benefits Tax), an ROE of ~30% and a strong balance sheet."

As for dividends, Bell Potter is forecasting fully franked dividends of 53.3 cents in FY 2024 and then 59.7 cents in FY 2025. Based on its current share price of $7.76, this means big potential dividend yields of 6.9% and 7.7%, respectively.

The broker currently has a buy rating and $10.00 price target on its shares.

The post These ASX dividend stocks offer massive 7% to 8% yields (and major upside) appeared first on The Motley Fool Australia.

While this is a great yield, you don't have to settle for that.

Not when there are high-yield ASX dividend shares out there offering retirees the opportunity to generate even greater yields.

For example, here are two buy-rated high-yield shares that analysts think could be good additions to a balanced income portfolio:

Healthco Healthcare and Wellness REIT (ASX: HCW)

The first high-yield ASX dividend share that could be a buy for retirees is the Healthco Healthcare and Wellness REIT.

It is a real estate investment trust focused on owning healthcare and wellness property assets.

The company notes that its objective is to provide exposure to a diversified portfolio underpinned by healthcare sector megatrends, targeting stable and growing distributions, long-term capital growth and positive environmental and social impact.

At the last count, the company had a $1.6 billion portfolio of assets and a large-scale development pipeline. The former includes hospitals, aged care, childcare, government, life sciences and research, and primary care and wellness properties.

Morgans is very positive on the company and believes it is well-placed to pay big dividends to shareholders in the near term.

It is forecasting dividends per share of 8.4 cents in FY 2025 and then 8.8 cents FY 2026. Based on the current Healthco Healthcare and Wellness REIT unit price of $1.11, this will mean dividend yields of 7.6% and 7.9%, respectively.

Morgans currently has an add rating and $1.51 price target on its shares.

IPH Ltd (ASX: IPH)

Another high-yield ASX dividend share that analysts think could be a buy is IPH.

It is an intellectual property (IP) services company with a network of member firms working throughout ten IP jurisdictions. Its businesses include leading IP firms AJ Park, Griffith Hack, Pizzeys, ROBIC, Smart & Biggar, and Spruson & Ferguson. It also owns the Applied Marks business, which is an online automated trade mark application platform.

IPH's shares recently touch on a 52-week low following a market update. Nevertheless, Goldman Sachs remains very positive and sees this as a buying opportunity. Its analysts believe IPH "is well-placed to deliver consistent and defensive earnings with modest overall organic growth."

This is expected to underpin further dividend increases to 36 cents per share in FY 2025 and then 39 cents per share in FY 2026. Based on the current IPH share price of $4.97 this represents fully franked dividend yields of 7.2% and 7.8%, respectively.

Goldman has a buy rating and $7.50 price target on its shares.

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