The ASX share REA Group Ltd (ASX: REA) has been one of the best stocks to own over the last decade. I think it’s a great time to invest following a sizeable decline in recent months.

As the chart shows, the REA Group share price has fallen by 26% since 22 August 2025. That’s a large decline for a business worth tens of billions of dollars. Not only that, but it’s seen as one of the highest-quality businesses on the ASX.

If an investor is going to choose an individual business over an index investment, I think it needs to offer something better than the index does. For example, the purpose of that investment should be to deliver better returns, offer a higher dividend yield, or provide more stability.

REA Group owns a number of leading Australian businesses involved in the real estate sector. Its key business is realestate.com.au with its leading property portal. It also owns (or owns a stake in) realcommercial.com.au, flatmates.com.au, property.com.au, Mortgage Choice, PropTrack, Campaign Agent, Realtair, Simpology, Arealytics, and Athena Home Loans.

It also has exposure to international markets with REA India, Easiloan, Planitar (the maker of iGuide), and Move Inc (which operates Realtor.com in the US).

Why I think it’s time to look at this ASX share with $1,000

I believe, at this lower valuation, it’s more likely to deliver market-beating returns.

Realestate.com.au has a very powerful market position, and this helps the business generate strong audience demand and good levels of revenue from each typical property advertisement.

According to REA Group’s FY26 first-quarter update, 12.6 million people visited realestate.com.au each month on average, with 6.7 million people exclusively using realestate.com.au. It also reported 147.9 million average monthly visits, with 111.4 million more monthly visits than the nearest competitor, on average.

Having the most properties on the portal attracts more potential buyers, which then attracts more property sellers (vendors) and so on. This powerful cycle allows the business to regularly increase prices, which helps boost the ASX share’s revenue and operating margins.

For example, in the FY26 first quarter, revenue rose 4% and profits increased faster. Earnings before interest, tax, depreciation and amortisation (EBITDA) rose 5% and free cash flow surged 16%.

While growth isn’t particularly strong currently, I think the business has such a strong market position that it’s worthwhile investing when conditions are weaker. The international plays are a bonus that could assist in justifying a higher valuation over time, although they’re not significant contributors at this stage.

Appealing REA Group share valuation

Profit growth isn’t guaranteed, but the outlook seems very promising, and analysts are expecting a significant increase in profitability in the next couple of years.

According to the forecast on Commsec, REA Group is expected to generate earnings per share (EPS) of $4.80 in FY26. By FY28, EPS could climb to $7.20. That means it’s currently valued at 40x FY26’s estimated earnings and 27x FY28’s estimated earnings.

The post This is a great place to invest $1,000 into ASX shares right now appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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.

Artificial intelligence has been the biggest market theme of the past two years. From cloud computing to robotics and autonomous systems, global companies are pouring billions into AI development.

The challenge for everyday Aussie investors, however, is deciding which AI stocks to buy. Picking winners in a fast-moving sector is notoriously difficult.

That is where ASX exchange traded funds (ETFs) can make life far easier, offering instant diversification across many of the world’s most influential AI players.

If you want to tap into the AI megatrend without having to build a portfolio yourself, these three ASX ETFs could be among the most compelling options right now.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

The Betashares Global Robotics and Artificial Intelligence ETF could be worth considering for AI exposure. It gives investors exposure to companies leading the charge in automation, machine intelligence, and next-generation robotics.

Its portfolio includes some of the world’s best-known innovators, such as Nvidia (NASDAQ: NVDA), ABB (SWX: ABBN), and Fanuc (TYO: 6954). These are the businesses building the chips, sensors, and autonomous systems that power industrial robotics and AI applications.

This ASX ETF is designed specifically for long-term growth, and while it can be volatile, it offers pure exposure to one of the most powerful global megatrends of the coming decades. It is no wonder then that analysts at Betashares recently recommended this fund.

Betashares Cloud Computing ETF (ASX: CLDD)

Artificial intelligence cannot exist without the cloud, and that is exactly where the Betashares Cloud Computing ETF comes in. This fund invests in stocks that provide the infrastructure and software ecosystems necessary for running AI models at scale.

Current holdings include giants such as Microsoft (NASDAQ: MSFT), ServiceNow (NYSE: NOW), and Snowflake (NYSE: SNOW). These are all core players in enterprise cloud adoption and AI-powered workflow automation.

As businesses race to integrate AI tools, demand for cloud compute capacity, storage, and software-based automation continues to rise. The Betashares Cloud Computing ETF provides investors with simple, diversified exposure to this underappreciated backbone of the AI revolution. It was also recently tipped as one to buy by analysts at Betashares.

Betashares Nasdaq 100 ETF (ASX: NDQ)

For investors who want broad exposure to the biggest technology names in the world, the Betashares Nasdaq 100 ETF is one of the simplest and most effective options on the ASX. It tracks the Nasdaq 100 Index, which is packed with companies driving AI innovation.

Its major holdings include Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Microsoft, and Nvidia. These are all spending heavily on AI infrastructure and generative AI development.

For many investors, it could be a comprehensive option for long-term technology and AI investment.

The post Want to invest in AI? These ASX ETFs give you instant exposure appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Alphabet, Apple, BetaShares Nasdaq 100 ETF, Meta Platforms, Microsoft, Nvidia, ServiceNow, and Snowflake. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Fanuc and has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Alphabet, Apple, Meta Platforms, Microsoft, Nvidia, and ServiceNow. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX dividend shares with large dividend yields could be particularly appealing right now due to the RBA’s multiple rate cuts this year.

Returns on cash in the bank have been significantly reduced, so businesses that can offer a yield that’s significantly above what term deposits can provide look particularly appealing.

Both of the businesses I’ll highlight have provided guidance for sizable payouts in the year ahead. Let’s get into them.

Charter Hall Long WALE REIT (ASX: CLW)

The real estate investment trust (REIT) sector can be a good opportunity to find higher-yielding stocks, particularly if they’re trading at a sizeable discount to their underlying net asset value (NAV) – the NAV tells investors how much each share/unit is worth after taking into account all of the property values, the loans, and so on.

The Charter Hall Long WALE REIT has a diversified property portfolio spread across a variety of subsectors, including hotels and pubs, service stations, telecommunication exchanges, data centres, distribution centres, buildings leased to a government entity (such as GeoScience Australia), and more.

I like the diversification it offers, as well as the long-term rental contracts, giving the business significant income security and visibility. It has a weighted average lease expiry (WALE) of around nine years.

In terms of the valuation, its NAV was $4.59 at 30 June 2025, so it’s trading at a discount of around 10% to this.

The ASX dividend share expects to increase its annual payout to 25.5 cents per share in FY26. At the time of writing, that translates into a possible distribution yield of 6.2%.

Centuria Office REIT (ASX: COF)

The office sector of the commercial property world has been through a challenging time due to the significant shift to working from home over the last six years, although some of that change has since unwound.

This dynamic has created a headwind for demand for office space, occupancy, and rental income. I believe the Centuria Office REIT could be undervalued, considering it’s still generating solid rental profits and paying a large distribution.

Management of the business is optimistic about the medium term because of the expectation that higher replacement costs (to build new offices) and office withdrawals for alternate-use will “drastically reduce future supply and reduce the overall market size”.

Centuria Office REIT says these rivers are leading to a rebalancing of office markets and future vacancy rates in many markets where its assets are situated, though there are near-term headwinds.  

The company continues to sign new and renewed leases, helping its occupancy be above 91% as of 30 September 2025 with a WALE of around four years.

It had a NAV of $1.67 at 30 June 2025 – at the time of writing, it was trading at a discount of around 30% to its stated underlying value.

The ASX dividend share expects to pay a distribution of 10.1 cents per unit in FY26. At the time of writing, that translates into a forward distribution yield of 8.5%.

The post 2 ASX dividend shares with yields above 6% appeared first on The Motley Fool Australia.

More reading

• What is Bell Potter’s view on REITs?
• CBA is a great company, but I think this ASX stock is a better investment
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Motley Fool contributor Tristan Harrison 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.

The team at Bell Potter released two reports yesterday, one on ASX All Ords stock Southern Cross Electrical Engineering Ltd (ASX: SXE) and another on Imdex Ltd (ASX: IMD). 

These two companies have risen by more than 40% year to date. 

However, Bell Potter has a hold recommendation on both, and has just reduced its target price following key announcements from both companies.

Here’s what the broker had to say. 

Southern Cross Electrical Engineering

Southern Cross Electrical Engineering is an electrical, instrumentation, communication and maintenance services company.

The ASX All Ords stock is up more than 55% in 2025. 

However yesterday, the company announced it was unsuccessful in its arbitration proceedings claiming against the CPB Dragados Samsung Joint Venture (“CDSJV”). 

What was the arbitration?

The company’s subsidiary Heyday lost its arbitration against the CPB Dragados Samsung Joint Venture relating to claims for additional costs on the WestConnex M5 tunnel project in Sydney. 

The case hinged on strict time-bar clauses, which required claims to be lodged within specific deadlines. Despite substantial scope and schedule changes on the project, Heyday’s remaining claims for about $22m were rejected.

In a report out of Bell Potter yesterday, the broker downgraded this ASX All Ords stock to a hold (previously buy). 

Although the broker did note it does not view the unfavourable arbitration update as a reflection of the company’s current approach to project execution, given an outstanding track-record of project delivery since the dispute occurred and the likely internal response to improve risk management.

We caveat the Hold thesis with our ongoing positive view of the underlying business given the company’s strong orderbook and tender pipeline and favourable structural drivers.

The broker also downgraded its target price to $2.35. 

It appears Bell Potter now sees the stock as fairly valued, as it closed yesterday at $2.39 each. 

Imdex

The company is an Australian mining equipment and technology company operating globally.

Its technology includes drilling optimisation products, cloud-connected rock knowledge sensors, and data and analytics to improve the process of identifying and extracting mineral resources.

Its share price has risen more than 40% since the start of the year.

The company recently announced its acquisition of Advanced Logic Technology S.A. and its subsidiary Mount Sopris Instruments Inc. 

These companies specialise in borehole geophysical imaging solutions, imaging probes and accompanying visualisation and data processing software.

Bell Potter believes the acquisitions strengthen IMD’s earth science and digital analytics capabilities, but value creation depends heavily on achieving meaningful revenue growth from the acquired assets.

Value accretion from the ALT and MSI acquisitions is dependent on meaningful incremental revenue generation over the three year period post deal completion.

The broker has lowered its price target to $3.60 (previously $3.90) and maintained its hold recommendation on this ASX All Ords stock. 

From yesterday’s closing price of $3.40, this indicates an upside of 5.88%. 

The post Why did Bell Potter just lower its view on these two ASX All Ords stocks? appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Tuesday

Motley Fool contributor Aaron Bell 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 positions in and has recommended Imdex. The Motley Fool Australia has recommended Southern Cross Electrical Engineering. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a disappointing decline. The benchmark index fell 0.6% to 8,565.2 points.

Will the market be able to bounce back from this on Tuesday? Here are five things to watch:

ASX 200 expected to rise

The Australian share market looks set to rise on Tuesday despite a poor start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is poised to open the day 23 points or 0.25% higher. In late trade in the United States, the Dow Jones is down 0.65%, the S&P 500 is 0.4% lower, and the Nasdaq has fallen 0.3%.

Oil prices charge higher

It could be a good session for ASX 200 energy shares Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices charged higher overnight. According to Bloomberg, the WTI crude oil price is up 1.35% to US$59.33 a barrel and the Brent crude oil price is up 1.3% to US$63.20 a barrel. This was driven by supply concerns following an attack on a Black Sea terminal.

Collins Foods half year results

Collins Foods Ltd (ASX: CKF) shares will be on watch today when the quick service restaurant operator releases its half year results. A strong result is expected from the KFC operator, with management guiding to “year-on-year FY26 Group underlying NPAT (post AASB 16) growth in the low to mid-teens” on a percentage basis. KFC Australia same store sales are expected to increase 2.1% during the first half.

Hold Imdex shares

Imdex Ltd (ASX: IMD) shares are a fairly valued according to analysts at Bell Potter. This morning, the broker has retained its hold rating on the mining product technology solutions provider’s shares with a trimmed price target of $3.60 (from $3.80). It said: “Our Target Price is lowered to $3.60/sh after applying a higher WACC 8.7% (previously 7.8%). Value accretion from the ALT and MSI acquisitions is dependent on meaningful incremental revenue generation over the three year period post deal completion. For example, achieving 25% of the incremental revenue share earn-out cap (our base case) should deliver an implied acquisition multiple of 7.1x (EV / FY28 EBITDA), less than IMD’s 9.6x (in FY28). Implied upfront valuation multiple is closer to 20.6x FY26 EBITDA.”

Gold price rises

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a decent session on Tuesday after the gold price pushed higher overnight. According to CNBC, the gold futures price is up 0.4% to US$4,271.5 an ounce. Gold hit a six-week high on increased US rate cut bets.

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

More reading

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Motley Fool contributor James Mickleboro has positions in Collins Foods. 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 positions in and has recommended Imdex. The Motley Fool Australia has recommended Collins Foods. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are on the lookout for some new portfolio additions in December, then read on!

That’s because analysts have just given their verdict on three popular ASX shares, courtesy of The Bull. Here’s what they are saying about these shares:

Aristocrat Leisure Ltd (ASX: ALL)

The team at Medallion Financial Group is positive on this gaming technology company and has named it as a buy.

It highlights that its share buyback program signals management confidence in value creation. It said:

Aristocrat remains a high quality global gaming leader with strong intellectual property, dominant market share in North American gaming operations and a large base of recurring digital revenue supporting its long term resilience. Its $750 million share buy-back program adds support to earnings and signals management confidence in value creation. The company generated revenue growth of 11 per cent in full year 2025 when compared to the prior corresponding period. Net profit after tax was up 9.4 per cent.

Commonwealth Bank of Australia (ASX: CBA)

As with almost every broker, Medallion isn’t recommending investors buy Australia’s largest bank. It has named CBA as an ASX share to sell.

Although it acknowledges its quality, it feels that its shares are expensive at 25 times earnings and with a below average dividend yield. It said:

While the CBA remains a solid business over the long term, the share price looks expensive at current levels. Recently trading on a price/earnings ratio of about 25 times and a modest dividend yield of about 3.15 per cent, its valuation sits well above global peers.

Also, the company recently suffered its worst sell-off in four years following the release of first quarter results in fiscal year 2026, which flagged higher operating costs, a weaker net interest margin (NIM) and a lower-than-expected common equity tier 1 capital ratio of 11.8 per cent, which is still above the Australia Prudential Regulation Authority minimum of 10.25 per cent.

Life360 Inc. (ASX: 360)

Finally, Medallion is a fan of this location technology company. However, it isn’t enough to rate Life360 shares as a buy just yet.

It has named it as a hold but also recommends investors accumulate this quality growth stock while they are down. It said:

Life360 is the leading family safety and location sharing platform across the US, UK and Australia. It operates a capital-light, highly scalable subscription model with growing ad partnerships. Despite recent share price weakness tied to investor concerns about its $US120 million acquisition of Nativo amid a rotation out of technology stocks into defensive companies, the business fundamentals of Life360 remain strong.

Revenue is growing at an impressive pace, subscriber numbers continue to accelerate and management has upgraded full year guidance. We view current share price levels as an attractive opportunity to at least hold or accumulate a quality growth business with a long runway ahead.

The post Buy, hold, sell: Aristocrat, CBA, and Life360 shares appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There’s a certain group of ASX dividend stocks that I’d be willing to buy in any market environment, whether the economy is booming or challenging.

A resilient business can continue growing its operating earnings, and a defensive ASX dividend stock is capable of continuing to deliver passive income to investors.

I’d be very happy to buy Rural Funds Group (ASX: RFF) shares right now and virtually any time.

Pleasing yield

Most income investors are probably looking for a strong dividend yield, so let’s take a look at how big the passive income could be in FY26.

Rural Funds owns a portfolio of farmland across Australia, which generates an attractive level of rental income. The business is able to use the rental profits to pay distributions to investors every quarter.

The business expects to pay a distribution of 11.73 cents per unit in the 2026 financial year. This translates into a forward distribution yield of approximately 6%, at the time of writing.

While that’s not the biggest yield on the ASX, it’s more than a term deposit, and there’s potential growth of payouts in the future.

Rising operating earnings for the ASX dividend stock

The leases that ASX dividend stocks have signed with tenants have rental growth built in, with those increases either linked to inflation or fixed annual rises.

While that rental growth is not rapid, it provides investors with positive tailwinds for rental earnings to grow.

Rural Funds is also able to put money towards increasing the rental potential of its land, whether that’s through improving the productivity of the land or changing the type of agriculture produced on that land (such as the Maryborough and Riverton farms being used for macadamia plantings).

With a weighted average lease expiry (WALE) of 13.9 years, the business has rental income locked in for the long term.

It’s expecting to grow its adjusted funds from operations (AFFO) – the net rental profit – by another 1.7% in FY26, and I’m expecting that growth rate to increase in the coming years as the ASX dividend stock’s investments are completed.  

Large NAV discount

I think it’s appealing to buy an asset-focused business like a real estate investment trust (REIT) when it’s trading at a cheaper price compared to its underlying value.

Every six months, Rural Funds tells the market what its adjusted net asset value (NAV) is. It’s adjusted to take into account the market value of the water rights that it owns.

At 30 June 2025, the business reported an adjusted NAV of $3.08. At the time of writing, it’s trading at a discount of 36%, which I think is very appealing and makes today a good time to buy.

The post I’d buy this ASX dividend stock in any market appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Rural Funds Group. 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 positions in and has recommended Rural Funds Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.