The team at Bell Potter has been assessing which ASX 300 stocks could benefit from current trends in the industrial property sector.
Two that stand out according to the broker are named below. Let’s see what the broker is saying about them.
Bell Potter names two ASX 300 stocks to buy
The broker highlights that the stage could be set for strong rental growth in industrial property. This bodes well for a couple of ASX 300 stocks under its coverage. It said:
In our COTW we look at analysis compiled by leading industrial and logistics manager Hale Capital Partners, which recently successfully raised $800m for future deployment in Australia. Average annual forward supply over CY26-27 based on DA approved or under construction projects represents c.1.47m sqm of GLA, c.-38% below average annual net take-up of c.2.38m sqm GLA.
While Sydney is ‘more balanced’ but still a shortage, the imbalance is more profound in Brisbane and Melbourne where vacancy is currently higher (3.1% and 4.7% respectively vs. 2.9% in Sydney) but all of which should see an improving vacancy trend (peak vacancy in CY26) next few years given significant demand from e-commerce occupiers, and gap between replacement costs of capital values which we would expect to manifest in above trend rental growth.
Which stocks will benefit?
The first that could benefit according to Bell Potter is Dexus Industria REIT (ASX: DXI).
It has a buy rating and $3.00 price target on its shares. Based on its current share price of $2.37, this implies potential upside of 27% for investors.
In addition, the broker is expecting a very generous dividend yield of 7% from the ASX 300 stock over the next 12 months.
Combined, this means that a total potential return of approximately 34% is possible between now and this time next year for Aussie investors.
What else is being recommended?
A second ASX 300 stock that has been given the thumbs up by analysts at Bell Potter this morning is Centuria Industrial REIT (ASX: CIP).
The broker has retained its buy rating and $3.60 price target on its shares. Based on its current share price of $2.96, this implies potential upside of almost 22% for investors.
And much like Dexus Industria, Bell Potter is expecting an attractive dividend yield from the stock over the next 12 months. During this period, it is forecasting a yield of 5.8%, which increases the total potential return to approximately 27%.
The post These ASX 300 stocks could be top buys offering 25%+ returns according to Bell Potter appeared first on The Motley Fool Australia.
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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.