We might not be seeing the most well-known dividend payers, like Telstra Group Ltd (ASX: TLS), Commonwealth Bank of Australia (ASX: CBA), or BHP Group Ltd (ASX: BHP), in dividend mode right now. However, there are still no fewer than four ASX All Ords shares scheduled to trade ex-dividend next week.

Remember, when a company declares a dividend, it must also nominate an ex-dividend date to precede it. This date serves as a cutoff point in deciding which shareholders are eligible for the company's coming dividend payment.

If any investor wishes to receive a particular dividend payment, they must have that company's shares against their name as of the market close on the day before that company trades ex-dividend. If an investor buys that company's shares on or after its ex-dividend date, the seller will retain the rights to receive said dividend, even if they no longer hold the shares.

4 ASX All Ords shares scheduled to trade ex-dividend next week

First up, we have ASX All Ords share and aluminium producer Alcoa Corporation (ASX: AAI). Alcoa's latest dividend payout is set to be worth 10.5 cents per share, albeit without any franking credits attached. It is set to arrive in eligible shareholders' bank accounts next month on 19 November.

However, Alcoa has nominated next Monday, 28 October, as the ex-dividend date for this payout. That means if investors wish to receive it, they must own the shares by market close tomorrow.

Next, let's talk about Hotel Property Investments Ltd (ASX: HPI). This real estate investment trust (REIT) will pay out its latest dividend distribution on 20 November next month. This distribution will be worth 6.5 cents per share. As is usual for a REIT, it will come unfranked.

Investors have a little bit longer to decide if they wish to bag this particular dividend. Hotel Property Investments is scheduled to trade ex-dividend next Wednesday, 30 October.

That ex-dividend date is shared with ASX All Ords construction share Acrow Ltd (ASX: ACF). Acrow is also scheduled to trade ex-dividend next Wednesday, 30 October. Investors are in line to receive 3 cents per share on 29 November. This dividend will come with full franking credits attached.

Finally, we come to Autosports Group Ltd (ASX: ASG), an ASX All Ords share that deals in luxury car brands. Autosports has scheduled next Thursday, 31 October, as its ex-dividend date for its final dividend of 2024.

This dividend will be worth 8 cents per share and will come with full franking credits attached. For eligible investors whose names are next to Autosport shares as of the market close next Wednesday, payment day will be 15 November next month.

The post 4 ASX All Ords shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

Four ASX shares that are not letting that hold them back are listed below. Here's why they are rising:

Hotel Property Investments Ltd (ASX: HPI)

The Hotel Property Investments share price is up almost 3% to $3.60. This is despite the hotel property company once again reiterating that it thinks investors should reject a $3.785 per share takeover offer from Charter Hall Retail REIT (ASX: CQR) and Hostplus. It said: "This document contains the HPI Board's formal response to the Revised Offer, including our unanimous recommendation that you reject the Revised Offer and take no action in relation to any correspondence from Charter Hall Retail REIT and Hostplus."

Meteoric Resources NL (ASX: MEI)

The Meteoric Resources share price is up 5% to 10.5 cents. This morning, this rare earths explorer released an update on its Caldeira Rare Earth Ionic Clay Project. According to the release, the financial metrics of the project have improved with the inclusion of the high-grade Figueira resources into the scoping study's 20-year mine plan. In addition, it notes that rare earth element (REE) spot prices have been adjusted to include the current pricing (NdPr US$60/kg). This has resulted in a 14% increase in its pre-tax net present value to US$1,403 million and a 6% lift in pre-tax IRR to 40.4%. Management estimates that this means it now has a pre-tax payback of 2.2 years.

NRW Holdings Limited (ASX: NWH)

The NRW Holdings share price is up 1% to $3.78. Investors have been buying this mining services company's shares after it announced a major contract win. According to the release, its wholly owned subsidiary, Golding Contractors, has signed a mining services agreement (MSA) with Stanmore SMC at the South Walker Creek Mine (SWC) in Central Queensland. The MSA has a total value of approximately $1.6 billion over a five-year term. It commences in January 2026.

Praemium Ltd (ASX: PPS)

The Praemium share price is up 7% to 63.5 cents. This investment platform provider's shares are lifting off today after it released a quarterly update. Praemium revealed that its total Australian funds under administration (FUA) increased 33% to a record of $59.4 billion. Its Platform FUA also rose strongly and were up 30% to $29 billion during the three months. Praemium's CEO, Anthony Wamsteker, commented: "We are well placed for further growth with the launch of Spectrum, our next generation IDPS. Every service, and virtually every growth metric has improved from the previous quarter."

The post Why Hotel Properties, Meteoric, NRW, and Praemium shares are charging higher appeared first on The Motley Fool Australia.

Two that analysts are tipping as buys for an income boost are listed below. Here's what they are saying about them:

Dexus Convenience Retail REIT (ASX: DXC)

The first ASX dividend stock to look at is the Dexus Convenience Retail REIT.

It owns a high quality portfolio of Australian service stations and convenience retail assets that are predominantly located on Australia's eastern seaboard. They are leased to leading Australian and international convenience retail tenants with a long lease expiry profile and contracted annual rent increases. This delivers the fund a sustainable and strong level of income security.

Bell Potter is positive about the company and feels the market is undervaluing its shares. It said:

DXC is one of our preferred ways to play externally managed REITs given its high distribution yield (+7%), but with valuation confidence, yet the stock trading at a c.21% discount to NTA despite c.10% of the portfolio having been recycling in the last 12m, and price discovery only as recent as this month for the majority, we see a low-risk double digit total return opportunity where other REITs are likely to still be cycling either cap rate expansion and/or earnings downside. With strong price discovery, and operator reinvestment into the sector we see a positive outlook ahead for DXC.

Bell Potter expects this to support the payment of dividends per share of 20.6 cents in FY 2025 and then 21 cents in FY 2026. Based on its current share price of $2.90, this implies dividend yields of 7.1% and 7.25%, respectively.

The broker has a buy rating and $3.10 price target on its shares.

Hotel Property Investments Ltd (ASX: HPI)

The team at Morgans thinks that Hotel Property Investments could be an ASX dividend stock to buy.

It is the owner of a portfolio of freehold hotels and associated specialty tenancies located throughout Australia.

Morgans was pleased with its performance in FY 2024 and appears to believe it is well-placed for the future. It said:

The FY24 result was in line with expectations. Proceeds from asset sales are being used to pay down debt as well as recycle into the ongoing capex program with its key tenant which is being rentalised at 7.5%. NTA stable at $4.01 with rental growth offsetting cap rate expansion. We maintain our ADD rating.

The broker expects this to underpin dividends per share of 19.5 cents in FY 2025 and then 20 cents in FY 2026. Based on its current share price of $3.47, this will mean dividend yields of 5.6% and 5.75%, respectively.

Morgans has an add rating and $3.69 price target on its shares.

The post Get a big income boost from these buy-rated ASX dividend stocks appeared first on The Motley Fool Australia.

Well, let's take a look at three options that analysts have just tipped as buys. They are as follows:

Eagers Automotive Ltd (ASX: APE)

Eagers Automotive could be an ASX dividend stock to buy according to analysts at Bell Potter.

It was pleased with its performance in the first half of FY 2024. The broker notes that its "1H2024 underlying operating PBT of $182.5m was 2% ahead of our forecast of $178.8m and 3% ahead of the guidance of c.$177m."

It now suspects that "a stronger H2 result will restore some confidence in the outlook" and underpin a rerating on its shares.

As for dividends, its analysts are now forecasting fully franked dividends of 66.5 cents per share in FY 2024 and then 73 cents per share in FY 2025. Based on its current share price of $10.44, this will mean dividend yields of 6.4% and 7%, respectively.

Bell Potter has put a buy rating and $13.00 price target on its shares.

Hotel Property Investments Ltd (ASX: HPI)

Analysts at Morgans think that Hotel Property Investments could be an ASX dividend stock to buy.

It is the owner of a portfolio of freehold hotels and associated specialty tenancies that are located throughout Australia.

Morgans was pleased with the company's recent results release. It notes that Hotel Property Investments' "FY24 result was in line with expectations" and that "proceeds from asset sales are being used to pay down debt as well as recycle into the ongoing capex program with its key tenant which is being rentalised at 7.5%."

In respect to income, it is forecasting dividends per share of 19.5 cents in FY 2025 and then 20 cents in FY 2026. Based on its current share price of $3.46, this will mean dividend yields of 5.6% and 5.8%, respectively.

Morgans has an add rating and $3.69 price target on its shares.

Universal Store Holdings Ltd (ASX: UNI)

The team at Bell Potter also thinks that Universal Store could be an ASX dividend stock to buy this month. It is the youth fashion retailer behind the Universal Store, Perfect Stranger, Thrills, and Worship brands.

Bell Potter was pleased with its strong full year results release last month. It highlights that Universal Store's "FY24 EBIT of $47.1m came in at the top end of the pre-guided range while the DPS was a material beat driven by a payout at the top of targeted dividend policy range."

Looking ahead, the broker is now forecasting fully franked dividends per share of 32.4 cents in FY 2025 and 37.2 cents in FY 2026. Based on the current Universal Store share price of $6.94, this will mean yields of 4.7% and 5.35%, respectively.

Bell Potter has a buy rating and $7.80 price target on its shares.

The post Brokers say these ASX dividend stocks are buys in September appeared first on The Motley Fool Australia.

Brokers have been busy running the rule over these releases and picked out three shares which they think are post-results buys.

Here's what they are recommending to income investors:

Eagers Automotive Ltd (ASX: APE)

Analysts at Bell Potter continue to believe that this auto retailer is an ASX dividend share to buy.

They note that the company's "1H2024 underlying operating PBT of $182.5m was 2% ahead of our forecast of $178.8m and 3% ahead of the guidance of c.$177m."

The broker also highlights "that a stronger H2 result will restore some confidence in the outlook" and could underpin a rebound in its share price.

In response, Bell Potter has put a buy rating and $13.00 price target on its shares.

As for dividends, its analysts are forecasting fully franked dividends of 66.5 cents per share in FY 2024 and then 73 cents per share in FY 2025. Based on its current share price of $10.54, this will mean dividend yields of 6.3% and 6.9%, respectively.

Hotel Property Investments Ltd (ASX: HPI)

Morgans thinks that Hotel Property Investments is an ASX dividend share to buy following its FY 2024 results.

It owns a portfolio of freehold hotels and associated specialty tenancies located throughout Queensland, New South Wales, South Australia, Western Australia, and Victoria.

The broker notes that its "FY24 result was in line with expectations" and that "proceeds from asset sales are being used to pay down debt as well as recycle into the ongoing capex program with its key tenant which is being rentalised at 7.5%."

In response, the broker has put an add rating and $3.69 price target on its shares.

As for income, it is forecasting dividends per share of 19.5 cents in FY 2025 and then 20 cents in FY 2026. Based on its current share price of $3.34, this will mean dividend yields of 5.8% and 6%, respectively.

IPH Ltd (ASX: IPH)

This morning, analysts at Goldman Sachs have responded to this intellectual property solutions company's full year results by putting a buy rating and $8.25 price target on its shares.

It notes that "IPH delivered a solid FY24 result as organic growth sequentially improved across the business, despite continued softness in filing volumes in ANZ and Asia, demonstrating IPH's ability to drive margin to protect earnings."

It also highlights that "the proposed acquisition of Bereskin & Parr appears consistent with IPH's strategy to replicate a similar market position in Canada as Australia."

Overall, Goldman believes the company is positioned to pay fully franked dividends of 37.4 cents per share in FY 2025 and then 39.9 cents per share in FY 2026. Based on its current share price of $6.08, this will mean dividend yields of 6.2% and 6.6%, respectively.

The post Top brokers have just put buy ratings on these ASX dividend shares appeared first on The Motley Fool Australia.

The ex-dividend date is essential for investors focused on passive income. Its date is when investors will no longer be entitled to the dividend of an ASX share. For example, if the ex-dividend date is 30 June 2023, then 29 June 2023 is the last date people can gain entitlement to the upcoming dividend.

Investors that already own shares don't need to do anything. They receive entitlement to the dividend simply by holding the shares.

From here, the dividend payment comes next, though there's no set timeframe for when the cash will be sent to investors.

So, let's look at which businesses plan to pay dividends soon.

Which ASX All Ord shares make the list?

Garda Diversified Property Fund (ASX: GDF)

Garda is a real estate investor, developer and manager of investments along the eastern seaboard of Australia from Cairns to Melbourne.

Importantly for those seeking a regular income, Garda pays a quarterly distribution to its investors. The next scheduled distribution payment will be 1.8 cents per security, with an ex-distribution date of 29 June 2023. This means investors have until 28 June 2023 to be a holder of the units.

The payment date is 17 July 2023.

Healthco Healthcare and Wellness REIT (ASX: HCW)

This is a real estate investment trust (REIT), as the name suggests, which owns healthcare and 'wellness' properties that are exposed to the healthcare tailwinds.

The distribution to be paid from the ASX All Ords share is a 2 cents per security payment, with an ex-distribution date of 29 June 2023. That means that investors have to own units by 28 June 2023.

The payment date for the distribution is 30 August 2023.

Hotel Property Investments Ltd (ASX: HPI)

As the name might suggest, it owns an extensive portfolio of freehold pubs and associated tenancies.

The business pays a distribution every six months to investors, and the next one will be a payment of 9.4 cents per security. The ex-distribution date for this one is 29 June 2023, so investors have until 28 June 2023 to grab units.

The payment date for this one is 1 September 2023.

Rural Funds Group (ASX: RFF)

This agricultural REIT owns various farmland properties and leases to quality tenants, including cattle, almonds, macadamias, vineyards and cropping.

The ASX All Ords share pays a quarterly distribution, the next being a payment of 2.93 cents per security. Furthermore, the ex-distribution date for this ASX All Ords share is 29 June 2023. As such, investors only have until 28 June 2023 to invest and qualify.

The payment date is 31 July 2023.

The post Last chance to snag the next dividend on these 4 ASX All Ords shares appeared first on The Motley Fool Australia.

Morgans analyst Andrew Tang has been monitoring all the financial reports and regularly declaring his favourites to buy.

Here are the latest seven ASX shares he likes:

Explosive growth while the rest of the world struggles

Lovisa Holdings Ltd (ASX: LOV) has been a darling on the ASX, rising 51% over the past 12 months when most other non-mining stocks have been in the red.

But the results just announced still exceeded Morgans' expectations.

"Lovisa reported net profit after tax [NPAT] of $50.5 million (pre-AASB 16) — 1% higher than our forecast," Tang wrote on the Morgans blog.

"Sales growth was 45%, driven by store rollout and +12.5% like-for-like sales growth."

The current growth is at breakneck pace.

"Lovisa opened a net of 86 new stores in 1H23, more than in all of FY22."

Tang's team is recommending a buy for Lovisa shares and has upgraded future earnings expectations for the company.

'Momentum in the business is strong'

Meanwhile, Superloop Ltd (ASX: SLC) exceeded Morgans' expectations for earnings but slightly missed for net profit after tax.

But the stock is a buy, with the broadband provider heading in the right direction.

"Momentum in the business is strong with Superloop delivering 28% YoY organic revenue growth and EBITDA lifting more due to positive leverage," said Tang.

"Underlying EBITDA was up 89% YoY and operating cash flow conversion was impressive at 103%."

Healthcare goods distributor EBOS Group Ltd (ASX: EBO) enjoyed "a record 1H23 result", showing off "double-digit gross order receipts and EBITDA growth through acquisitions and organically".

According to Tang, the company has successfully navigated through "an operationally challenging environment with supply chain issues and cost pressures".

"EBOS continues to be a leader and hold strong market positions in both healthcare and animal care operating segments," he said.

"We have upgraded our EPS forecast by ~1% in FY24/25."

Energy sector still in demand in 2023

While Karoon Energy Ltd (ASX: KAR)'s wasn't mind-blowing by any means, the result left the "valuation in its dust", according to Tang.

"Even the lower-than-expected 1H23 result with EBITDAX of US$176 million puts Karoon on an EBITDAX multiple of just ~2.0x, a sector low," he said.

"Karoon maintaining FY23 unit cost and production guidance highlights the bulk of earnings are skewed to 2H23."

Also in the energy sector, Tang noted Santos Ltd (ASX: STO) posted "record profits and cash flow, upsized shareholder returns and developments across several key assets". 

"On balance, a steady 2H22 result, falling just short of consensus expectations. Strong final dividend of 15.1 US cents, vs Morgans' [forecast] 14.3 US cents."

Both these energy players are a buy right now for the Morgans team.

'Remarkably strong' businesses

Insurance claims repairer Johns Lyng Group Ltd (ASX: JLG) posted a "remarkably strong" half-yearly result due to "unprecedented" amount of work from catastrophic (CAT) weather events.

"EBITDA of $59.4 million — 15% above our forecast of $51.7 million — was up 63% vs pcp," said Tang.

"Underlying NPAT of $25.9 million was 10% above our forecast and up 82% vs pcp. FY23 guidance was upgraded by ~5.5% on a headline basis."

The stock is a buy, with more catalysts to come for the business.

"We maintain our positive view on JLG, and continue to see it well placed to benefit from ongoing elevated claims activity, further market share gains across its four key growth pillars in Australia, US and New Zealand, and ongoing market consolidation via M&A."

Hotel Property Investments Ltd (ASX: HPI) is not a name often heard of, but Morgans likes the investor of pubs.

Tang noted that its dividend guidance was maintained after the latest result, which indicates "an implied distribution yield of +5%". 

"The portfolio is valued at $1.25 billion, weighted average lease expiry +10 years, and hotel occupancy 100%."

The net tangible asset was recalculated to $4.06, which is far above the current stock price.

"HPI's focus remains on portfolio quality via the refurbishment program (well progressed), as well as potential asset divestments."

The post 7 more ideas for buying ASX shares this reporting season: expert appeared first on The Motley Fool Australia.

Right now, the ASX 300 is down 1.94%. That's comparable to the falls recorded by both the All Ordinaries Index (ASX: XAO) and the S&P/ASX 200 Index (ASX: XJO) on Tuesday.

So, which ASX 300 shares are reaching long-forgotten highs today, and what's inspiring them to trade in the green? Let's take a look.

3 ASX 300 shares hitting new 52-week highs

Irongate Group (ASX: IAP)

The Irongate share price hit a new all-time high of $1.94 in intraday trade on Tuesday.

Interestingly, there's been no news from the real estate investment trust (REIT) to explain its buoyancy.

However, the company is currently in the throws of a takeover proposal from a partnership involving Charter Hall Group (ASX: CHC).

The proposal – which has been given the thumbs up from Irongate's board ­– will see the ASX 300 company's shareholders receiving $1.90 of cash per share they own.

Shareholders will also be eligible for Irongate's upcoming dividend up to the value of 4.67 cents per share.

Eclipx Group Ltd (ASX: ECX)

Fleet lease and management services provider, Eclipx is also in the green today.

In fact, the ASX 300 stock surged 2.8% to trade at $2.88 at its intraday high – the highest it's been since 2018.

There's been no news from the company lately. Though, its share price has gained nearly 34% year to date.

Hotel Property Investments Ltd (ASX: HPI)

Finally, rounding out the ASX 300 shares reaching new 52-week highs on Tuesday is Hotel Property Investments.

The REIT's stock rose to $4.05 – a new all-time high ­– despite the broader market trading in the red today.

The last time the ASX heard news from the company was in February when it released its results for the first half of financial year 2022.

The post 3 ASX 300 shares defying the carnage to reach new 52-week highs appeared first on The Motley Fool Australia.

But one All Ords share is overtaking the pack in 2022 and is currently well on the way to nudging past its record highs.

Shares in Hotel Property Investments Ltd (ASX: HPI) are surging higher in 2022 and are now sitting almost 3% in the green since trading restarted on January 4.

Why is the HPI share price soaring higher?

The company posted a robust set of interim results last month that saw funds from operations (FFO) printed at $19.5 million for the period ending 31 December 2021.

This meant the group affirmed its FY22 distribution per share (DPS) guidance of 20.5 cents per share, signifying a 6% gain year on year.

Net tangible assets (NTA) also climbed by 16% to $3.82 following an active half for the company after it raised capital to finance transactions for two pubs.

The $36 million raised plus an additional $69 million injected into the portfolio via capital expenditures was surely a sign of this activity.

HPI also offloaded two property assets for approximately $30 million which equated to an 'exit yield' of roughly 5%, which was reinvested into other sections of the portfolio.

Not only that, but the S&P/ASX 200 Real Estate Index (ASX: XRE) is one of the best performing sectors this past week, having climbed 3%, after faltering hard in January.

The upside has analysts at JP Morgan noticing the stock, particularly after the group's most recent earnings results.

The broker is overweight on HPI shares and values the company at $4 per share in a recent note to clients. It reckons the group's enormous portfolio and income stream are attractive points in the debate.

"HPI owns a ~$1.2bn portfolio of 56 properties located predominantly in QLD. HPI has a~11-year WALE with minimal near-term expiry risk", the firm said.

"We like HPI for its defensive income stream and long WALE and believe its book cap rate is too high given the security of its income and high fixed growth (lower of 4% pa or 2x CPI)".

According to Bloomberg, 60% of brokers have HPI as a buy right now, whereas just 1 broker each have it as a hold and sell.

HPI share price snapshot

In the last 12 months this All Ords share has climbed more than 30% and has continued another 3% gain this year to date.

Over the past month, shares have climbed 8% and HPI is now in the green across all major timeframes.

The post This ASX All Ords share is bucking the sell-off to near all-time highs appeared first on The Motley Fool Australia.

The real estate investment company is trading 0.63% lower at $3.16 after the announcement it has expanded its property portfolio.

Investments update

Hotel Property Investments shares are on the slide today despite the company's latest update.

In a statement to the ASX this morning, Hotel Property Investments advised it has acquired six Queensland assets.

The purchase price for the properties totals $32.7 million, and comprises the following:

• Surf Air Hotel – $10.45 million – Settled May 2021;
• Commonwealth Hotel, Clermont – $3.06 million – Contracted to settle June 2021;
• Grand Hotel, Clermont – $2.78 million – Contracted to settle June 2021;
• Capella Hotel, Capella – $3.34 million – Contracted to settle June 2021;
• Commonwealth Hotel, Roma – $9.78 million – Contracted to settle June 2021; and
• White Bull Tavern, Roma – $3.25 million – Contracted to settle June 2021.

The company tapped into its existing debt facilities to fund the acquisitions.

Hotel Property Investments also stated the weighted average yield of the new acquisitions is 7.75%. The properties have been leased to hospitality and venue management group Australian Venue Company.

The lease agreement has an initial term of 20 years from the acquisition date.

Hotel Property Investment CEO Don Smith touched on the procurement, saying:

The acquisition of these assets demonstrates HPI's strong relationship with AVC and our ability to transact efficiently to the benefit of all parties.

Hotel Property Investments share price snapshot

Over the last 12 months, Hotel Property Investment shares have travelled in circles. The company's share price is posting a yearly gain of around 18% but is down almost 3% on year-to-date performance.

On today's price, Hotel Property Investments commands a market capitalisation of roughly $555 million, with approximately 174 million shares outstanding.

The post What's with the Hotel Property Investments (ASX:HPI) share price today? appeared first on The Motley Fool Australia.

It's clear that some shares are going to see a long-term boost to user numbers and growth, such as Pushpay Holdings Ltd (ASX: PPH) and Kogan.com Ltd (ASX: KGN).

But what about some of the industries that are seeing the opposite? A huge drop off of activity, perhaps a permanent shift in the mindset of their customers?

Travel is one industry that many never recover from COVID-19

Australia has virtually blocked international travel because of the ongoing coronavirus pandemic. I think the travel industry may never be able to fully recover from COVID-19. Particularly if there are permanent costs and screenings of passengers. I'm somewhat confident that domestic travel will be available sooner rather than later. But international travel and tourism could be limited for some time.

How long will it take Sydney Airport Holdings Pty Ltd (ASX: SYD) to see most of its international volume to come back? The physical retail network of Flight Centre Travel Group Ltd (ASX: FLT) may never be the same again. When will Air New Zealand Limited (ASX: AIZ) be able to report good passenger numbers again?

I do think that Webjet Limited (ASX: WEB) and Qantas Airways Limited (ASX: QAN) could be some of the strongest ASX travel performers due to Australia's good infection position, the need for flights to travel to most parts of Australia and the desire of people to travel.

Physical retail stores

Forcing everyone to stay at home for a few weeks may have caused a fundamental shift in people's mindsets about shopping. Online shopping can be very convenient. You don't have to drive all that way, find a car park spot and so on. I think the physical retail store industry may never recover from COVID-19. We're already hearing some shares like Adairs Ltd (ASX: ADH) and Premier Investments Ltd (ASX: PMV) report huge online growth, and those shoppers may stay online. Retailers reliant on their physical stores could struggle. 

There are some shares that have been doing eCommerce very well such as City Chic Collective Ltd (ASX: CCX).

Property trusts in general

The knock-on effects of COVID-19 will be very interesting for property. Some commercial property bulls are claiming that social distancing will require businesses to rent twice as much space so all employees can be appropriately separate. I'm not so sure that will happen.

I think this period is going to kickstart a longer-term shift to a lot of workers working at home. Imagine the costs that could be saved if businesses can downsize or completely leave their expensive CBD building.

It's also an interesting question for shopping centres and hotels. Almost the entire real estate investment trust (REIT) industry may never recover from COVID-19.

There are some interesting questions for REITs like Scentre Group (ASX: SCG), Vicinity Centres (ASX: VCX), Hotel Property Investments Ltd (ASX: HPI) and DEXUS Property Group (ASX: DXS). They all still have significant value, I'm not not sure they'll command the same premium as before. 

But I do believe that REITs like Goodman Group (ASX: GMG) and Rural Funds Group (ASX: RFF) still have promising futures.

Foolish takeaway

There are industries out there that will fully recover from COVID-19. Those shares could be cheap, but you have to consider each idea carefully.

The post 3 industries that may never recover from COVID-19 appeared first on The Motley Fool Australia.

Here is what you need to know:

Aventus Group (ASX: AVN)

This large format retail centre operator has declared its distribution for the quarter ending December 31. It will be paying 4.26 cents per unit on February 20 and will trade ex-distribution on December 30. Annualised, this equates to a 6.1% yield.

DEXUS Property Group (ASX: DXS)

This property group has announced a 27 cents per unit distribution for the six months ending December 31. This is consistent with the previous corresponding period and equates to a 4.5% annual yield. Its units go ex-distribution on December 30. It will then be paid to shareholders on February 28.

Hotel Property Investments Ltd (ASX: HPI)

This hotel-focused investment company expects to pay a distribution of 10.3 cents per stapled security for the half year ending December 31. This is expected to be paid to shareholders on March 2. This means its units provide a trailing 6.3% distribution yield.

National Storage REIT (ASX: NSR)

This leading self-storage operator has just declared a 4.7 cents per unit interim distribution. This brings its distributions to 9.8 cents per unit over the last 12 months, which equates to a 5% distribution yield. On December 30 its units will trade ex-distribution. After which, it will be paid to eligible shareholders on February 28.

Stockland Corporation Ltd (ASX: SGP)

This diversified property company has announced an estimated distribution for the six months to December 31 of 13.5 cents per security. This puts it on course to deliver on its forecast full year distribution of 27.6 cents per security for the 12 months to June 30 2020. This means its shares provide a forward 5.8% distribution yield.

Sydney Airport Holdings Pty Ltd (ASX: SYD)

This airport operator has declared a 19.5 cents per share dividend for the first half of FY 2020. This brings Sydney Airport's dividends for the last 12 months to 39 cents per share, which equates to a 4.4% dividend yield. It also trades ex-dividend on December 30, before being paid on February 14.

The post These 6 ASX income shares have just declared their latest dividends appeared first on The Motley Fool Australia.

But with so much choice it can be hard to decide which ones to buy. To narrow things down I've picked out three dividend shares that brokers have just named as buys:

Hotel Property Investments Ltd (ASX: HPI)

Analysts at Deutsche Bank have initiated coverage on the hotel owner and landlord with a buy rating and $3.44 price target after Coles Group Ltd (ASX: COL) and Australian Venue Co formed a joint venture which related to the vast majority of its portfolio. Deutsche appears to believe the joint venture is a positive and sees value in Hotel Property Investments' gaming and liquor license. The company's shares currently offer a trailing 6% dividend.

Scentre Group (ASX: SCG)

A note out of Goldman Sachs reveals that its analysts have a buy rating and $4.71 price target on the shares of the Westfield shopping centre operator. According to the note, the broker believes that the market has priced in a sharp reduction in the carrying values of Scentre's mall portfolio. However, it believes this has left it materially undervalued, both in absolute terms and relative to its industry peers. So with its shares trading at 0.89x NTA and offering an estimated forward 5.7% dividend yield, Goldman believes Scentre's shares are in the buy zone today.

Star Entertainment Group Ltd (ASX: SGR)

According to a note out of Credit Suisse, its analysts have upgraded this casino and resort operator's shares to an outperform rating from neutral and lifted the price target on them to $5.50. With Star Entertainment's shares down 20% over the last 12 months, Credit Suisse believes its shares are cheap and expects investor sentiment to improve in the near future and lead to a re-rating. The broker expects Star Entertainment to pay a dividend of 21 cents per share in FY 2019 and then 22 cents in FY 2020. This works out to be a 4.8% and 5% yield, respectively, based on its current share price.

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

Not all shares are in favour right now, though. The three shares listed below have just been given the unwanted sell rating. Here's why these leading brokers are bearish on them:

Adelaide Brighton Ltd (ASX: ABC)

According to a note out of UBS, it has retained its sell rating and cut the price target on this building products company's shares to $4.20 after its surprise profit downgrade at the end of last week. The broker cut its price target after Adelaide Brighton reduced its first half profit guidance to between $188 million and $195 million from between $200 million and $210 million. The broker had previously warned that the company's exposure to residential building activity could lead to a decline in residential cement volumes.

Bank of Queensland Limited (ASX: BOQ)

Analysts at Morgan Stanley have retained their underweight rating and $9.50 price target on this regional bank's shares after it advised that it has terminated the sale of its St Andrew's Insurance business to Freedom Insurance Group (ASX: FIG). According to the note, the broker suspected that there was a risk this could happen. It now appears concerned that any potential capital management initiatives in the near future may be on hold unless the business can be successfully offloaded to someone else.

Hotel Property Investments Ltd (ASX: HPI)

A note out of Goldman Sachs reveals that its analysts have retained their sell rating and cut the price target on this property investment company's shares to $2.92. According to the note, although the Hotel Property Investments share price is down 4% year to date and is underperforming the ASX200 A-REIT index, Goldman believes there is further downside to come due to its limited earnings growth potential through to FY 2021. In addition to this, the broker doesn't believe it deserves to trade at a 15% premium to its reported NTA. As a comparison, its A-REIT peers trade at a 4% premium.

The post Leading brokers name 3 ASX shares to sell today appeared first on The Motley Fool Australia.

It can often be hard to decide what to invest in, but I always bring it back to focusing on my own goal: To invest to develop a growing stream of dividends.

With this in mind, here's 3 businesses which look attractive at current prices.

Ramsay Health Care Limited Fully Paid Ord. Shrs (ASX: RHC)

Ramsay shares have fallen 20% from their highs earlier in the year. The market is clearly concerned with the (slight) lowering of guidance and the subdued outlook for the next year or two. But even though the growth rate has slowed, the long term outlook for Ramsay is still bright.

It's set to benefit from an ageing population globally, and a huge increase in demand for hospital beds and operating theatres.

Shares currently trade on a gross dividend yield of 3.7%.

Spark Infrastructure Group (ASX: SKI)

Spark owns regulated utility assets, focusing on electricity networks. The company has interests in multiple networks across three states, including Victoria Power Networks, SA Power Network, and TransGrid.

Looking to the future, through its TransGrid business, Spark is investing in renewable projects, with 8 complete and 4 currently under construction.

The company has a strong and reliable cashflow which is inflation protected, and this gives Spark the ability to be a good dividend payer. In fact, the distribution has grown every year since 2011 and is forecast to increase another 4.9% this year.

Shares currently trade on a distribution yield of 7%.

Hotel Property Investments Ltd (ASX: HPI)

This real estate investment trust (REIT) owns a portfolio of 44 pubs and hotel venues across Queensland and South Australia, worth around $700m. These are leased predominantly to Coles and the portfolio has a 100% occupancy rate.

Gearing is 39.4% and the weighted average rental increase across the portfolio is 3.6%. This helps underpin modest growth in distributions going forward. Hotel Property Investments also looks to add value to any underutilised land on the properties it holds, while also looking to acquire new pub assets which meet its investment criteria.

The main risk here is the concentration of assets in the hotel sector and that Coles may decide not to renew its leases as they expire. Shares currently trade on a yield of 6.3%.

The post 3 quality dividend shares I like right now appeared first on The Motley Fool Australia.

As long as the business can grow its earnings faster than inflation, happy days. Your dividend income, of course, will follow the company's earnings.

On that note, here's two shares which look appealing at the moment…

Hotel Property Investments Ltd (ASX: HPI)

HPI is a Real Estate Investment Trust (REIT) which owns a portfolio of 43 pubs and hotel venues across Queensland and South Australia, leased predominantly to Coles. The tenancies are long term in nature and come with contracted rental increases.

HPI currently has an occupancy rate of 100% and gearing of approximately 38%. The weighted average rental increase across the portfolio going forward is 3.6%, which underpins future distribution growth.

The business has produced a total shareholder return of roughly 15% per annum for the last 3 years with a strong level of income paid. Shares currently trade on a distribution yield of 6.2%.

A blue-chip tenant with contracted increases makes this an attractive proposition. On the downside, the share price is trading at a premium to NTA (net asset value per-share) of about 15%.

Spark Infrastructure Group (ASX: SKI)

Spark invests in regulated utility assets, focusing on electricity networks. The company has interests in multiple networks, namely Victoria Power Networks and SA Power Network.

Because in essence Spark is a regulated monopoly, the company has very predictable cashflows. And from that, it can pay regular and reliable distributions to shareholders, which remains a core focus of the business.

Performance has been solid with a total return to investors over the last 10 years of 13.1% per annum. Shares in Spark currently trade on a yield of 6.5%, and over the last 5 years the distribution has increased by 7.7% per annum.

Foolish takeaway

Both of these businesses produce strong and reliable cashflow. And the assets they own should continue to generate increasing amounts of earnings for many years to come, which will allow them to pay larger distributions to shareholders.  For more ideas on businesses with increasing dividends, check out the report below.

The post Why these 2 top-performing income shares are on my radar appeared first on The Motley Fool Australia.