Australia’s superannuation system is one of the most powerful wealth creation engines on the planet.

The pool now exceeds $4.5 trillion in total assets.

It grows every fortnight as 12% of every Australian worker’s salary flows in by law.

And as the population ages, an increasing proportion of that capital is moving from industry and retail mega-funds toward independent advisers who use wealth management platforms to administer their clients’ money.

Three ASX-listed companies sit directly in the path of that shift.

Hub24 Ltd (ASX: HUB)

Hub24 has been one of the standout performers on the ASX over the past five years, rising significantly as advisers migrated from legacy platforms to its modern, technology-first alternative.

The numbers confirm the momentum is not slowing.

In Q3 FY 2026, Hub24 delivered $4.0 billion in net platform inflows, bringing total funds under administration to $151.7 billion, up 22% year on year.

More than 5,200 advisers now use the Hub24 platform, up 11% year on year, and the company has ranked first for quarterly net inflows for nine consecutive quarters.

Hub24 upgraded its FY 2027 platform FUA target to $160 billion to $170 billion, and is rolling out its myhub AI ecosystem.

This will integrate advice tools and technology into a single platform, providing an even stronger product that will drive future growth.

Netwealth Group Ltd (ASX: NWL)

Netwealth is Hub24’s closest rival and is equally well-positioned to capture the superannuation growth story.

Netwealth’s first-half FY 2026 result sent shares surging 10% in a single session, with platform FUA reaching a record as revenue and earnings grew at double-digit rates.

The company has built a reputation for product quality and client retention that rivals Hub24’s.

Both companies are raising capital faster than Australia’s largest industry super funds, a remarkable achievement for businesses that were virtually unknown a decade ago.

Netwealth has also slipped in recent weeks alongside Hub24, creating a more attractive entry point for investors.

Perpetual Ltd (ASX: PPT)

Perpetual offers a different angle on the superannuation theme.

Rather than a platform business, Perpetual is one of Australia’s oldest investment management firms, overseeing $219.2 billion in assets under management across global equity and fixed income strategies.

The company is in the middle of a significant transformation, having announced the $500 million sale of its Wealth Management division to Bain Capital.

This will reduce net debt to approximately 0.2 times EBITDA and sharpen its focus on institutional asset management.

A cleaner balance sheet and renewed strategic focus have attracted growing broker interest.

For investors seeking exposure to the superannuation theme through a more value-oriented lens, Perpetual’s post-sale transformation looks increasingly interesting.

Foolish Takeaway

Australia’s compulsory superannuation system means the pool keeps growing regardless of what markets do.

Hub24 and Netwealth capture that growth through platform market share gains.

Perpetual captures it through institutional asset management.

All three are positioned to benefit from a multi-decade tailwind that most investors are underestimating.

The post Why Australia’s $4 trillion superannuation pool is creating a once-in-a-generation opportunity for these ASX stocks appeared first on The Motley Fool Australia.

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Motley Fool contributor Mark Verhoeven has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool Australia has recommended Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Judo Capital Holdings Ltd (ASX: JDO) share price is in focus after the bank announced a successful $750 million securitisation of SME loans, increasing its Common Equity Tier 1 (CET1) ratio and boosting return on equity (ROE).

What did Judo Capital report?

• Completed a $750 million capital-relief securitisation, upsized from the original $500 million.
• The notes priced at a weighted average of 171 basis points over 1-month BBSW, 102bps tighter than the previous deal.
• Pro forma CET1 ratio at 31 March 2026 is 13.2%, up from 12.6% reported.
• The transaction is expected to be accretive, providing a 25–30bps pro-forma benefit to FY27 ROE.
• No impact on gross loan reporting or interest income.

What else do investors need to know?

The success of the transaction, backed by Judo’s portfolio of SME business loans, reflects strong demand from both domestic and international investors. By qualifying for regulatory capital relief, Judo can lend more flexibly while simultaneously improving profitability.

Importantly, the underlying loans remain on Judo’s books, so the bank continues earning interest on them. As a result, Judo will see an immediate uplift in ROE without the need to allocate as much capital to these loans.

Settlement for this securitisation is expected on 4 June 2026. The transaction’s success also means Judo has more options to actively manage its capital in the future.

What’s next for Judo Capital?

After this transaction closes, Judo expects to keep supporting lending growth for Australian SMEs while further improving its financial strength and flexibility. Management has flagged the potential to explore additional capital management initiatives going forward.

With improved CET1 and uplifted ROE, Judo appears well positioned to continue its growth plans and reinforce its competitive position in the business banking sector.

Judo Capital share price snapshot

Over the past 12 months, Judo Capital shares have declined 6%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 2% over the same period.

View Original Announcement

The post Judo upsizes $750m securitisation to boost capital and ROE appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Imugene Ltd (ASX: IMU) shares were on form on Thursday.

The small-cap ASX healthcare stock charged higher following the release of an update on a key trial.

Let’s now see what Bell Potter is saying about the drug developer following the announcement.

What is the broker saying?

Bell Potter highlights that the first patient has been enrolled for cohort 3 for its Phase 1b trial.

That trial is investigating the concurrent dosing of azer-cel in combination with a BTKi for the treatment of rare forms of Non-Hodgkin’s Lymphoma (NHL).

The broker notes that patients must be refractory to at least one previous line of therapy, being either of the BTK inhibitors (BTKi) including Eli Lilly’s Pirtobrutinib.

Bell Potter has high hopes for the trial, speaking very positively about the rationale behind cohort three. It said:

The rationale for cohort 3 is relatively straight forward. BTKi and CAR-T are the SOC across multiple haematological cancers. The recent proof of concept TARMAC study (n=20, being a concurrent combo of a BTKi with auto CAR-T) demonstrated an 80% complete response rate in R/R MCL patients, however, toxicity was not insignificant with 20% CRS ≥ G3. The investigators concluded that the addition of a BTKi greatly enhanced the performance of CD19 directed CAR-T result in long DoRs.

The potential advantage of azer-cel is its off the shelf availability and favourable safety profile. Patients in TARMAC were required to [be] eligible for auto CAR-T, i.e. able to survive the 4 week manufacturing period. Access to auto CAR-T is severely limited for this patient group who typically have no remaining treatment options and very poor survival outlook. Patients with uncontrolled disease also have heightened risk of more severe adverse events.

Bell Potter believes it won’t take long for full enrolment of the trial, with data potentially starting to be known within weeks. The broker adds:

The off-shelf availability of both azer-cel and BTKi therapies will expand eligibility, hence we expect rapid enrolment of ~20 patients in this cohort. Patients will be monitored for ongoing duration of response (DoR), however, short term tumour responses will be known within weeks. Separately, ASCO takes place this weekend. IMU has an oral presentation of data from an earlier cohort involving treatment of 19 patients with various forms of NHL naïve to CAR-T therapies but excluding MCL. This group achieved an ORR of 81% with DoR still maturing.

Should you invest?

If you have a high tolerance for risk, then Bell Potter thinks this could be an ASX healthcare stock to buy.

This morning, the broker has reaffirmed its speculative buy rating and 25 cents price target on Imugene’s shares. This is more than double its current share price.

The broker concludes:

Treatment of R/R NHL remains a clear unmet need both from safety and efficacy standpoint. We eagerly await data from this latest cohort in 2H CY26.

The post Which ASX healthcare stock could rise over 100% 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.

On the ASX share market, we can find businesses with high dividend yields, perhaps as high as 10% or more.

The average return of the ASX share market over the long-term has been around 10%. How great would it be to receive that level of return just from the cash payments?

Of course, higher yields do come with their risks. That yield may be high because investors are expecting the business’ profit and payout to reduce sooner rather than later. Or, the yield could be really high because the dividend payout ratio is unsustainably high.

The following two businesses currently offer yields above 10%.

I don’t know what size the payouts will be in the coming years, but I expect the dividend yields will remain very high for the foreseeable future, keeping in mind the payout could be reduced somewhat from where it is today.

Let’s find out about those two businesses.

Centuria Office REIT (ASX: COF)

This business is a real estate investment trust (REIT) that owns office properties across Australian metropolitan locations.

The share price has suffered a significant decline over the last few years because of the headwinds of work-from-home and higher interest rates.

However, it’s still generating plenty of rental income and is signing new leases. In the FY26 third-quarter update, it reported that during the period, 5,742sqm of lease terms were agreed across 11 transactions including 2,263sqm of new leases and 3,479sqm of renewals with the majority of these transactions in Brisbane.

Pleasingly, the business reported a re-leasing spread of 8.6%, with strong rental growth from the Fortitude Valley and Hamilton assets.

The ASX share’s portfolio currently has a four-year weighted average lease expiry (WALE), with a 90% portfolio occupancy, which I’d view as solid statistics, considering all of the factors going on.  

Additionally, it also reported it has refinanced $1 billion of debt refinancing across its debt book, resulting in a 30 basis point (0.3%) debt margin reduction and an extension of the weighted average debt expiry from 2.6 years to 4.3 years.

The business highlights limited supply of new office space, with there being a “significant disconnect between replacement costs and current valuations”.

The ASX share also noted that the “widening gap of economic rents to prevailing market rents not only prohibits feasible office development but provides ample room for current market rents to continue to grow and underpin future valuations.”

Its expected FY26 distribution of 10.1 cents per security translates into a dividend yield yield of around 11%.

WAM Microcap Ltd (ASX: WMI)

WAM Microcap is a listed investment company (LIC) that invests in small ASX shares with big growth potential.

Any sized business can produce returns, but the smaller we go down the market capitalisation list, the less-researched the stocks are and the better potential they have to produce stronger strong returns.

Past performance is not a guarantee of future returns of course, but WAM Microcap’s portfolio has returned an average of 14.2% since its inception in June 2017, before fees, expenses and taxes. Those returns have been large enough to pay a very sizeable dividend.

It expects to slightly increase its annual dividend per share to 10.7 cents per share. That translates into a grossed-up dividend yield of 10.75% from the ASX share.

Of the two names I’ve highlighted, I’d rather buy WAM Microcap because it’s increasing its payout and it offers diversification. But, the REIT could be significantly undervalued at this level.

The post 2 ASX shares with dividend yields above 10% appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Wam Microcap. 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.

Select Harvests Ltd (ASX: SHV) shares were on form on Thursday.

The ASX 300 stock ended the session around 8% higher at $3.90.

But if you thought the gains were over, think again.

That’s because Bell Potter believes the almond producer’s shares could be destined to deliver even greater returns over the next 12 months.

What is the broker saying about this ASX 300 stock?

Bell Potter notes that Select Harvests delivered a result that was short of expectations in the first half of FY 2026.

However, it points out that this was due largely to the timing of third-party processing and VAP revenues. It explains:

SHV reported 1H26 underlying NPAT below our forecasts at $29.1m (vs. BPe $41.2m) largely driven by timing of third party processing and VAP revenues. Key result metrics include: Operating results: Revenue of $59.0m was down -44 % YoY (vs. BPe $104.4m). Operating EBITDA of $62.6m was up +8% YoY (and vs. BPe of $77.6m). Operating NPAT was up +8% YoY to $29.1m (and vs. BPe of $41.2m). 1H26 results are predicated on a crop of 29,500t (vs. BPe of 29,000t and 1H25 of 25,250t) and an almond price of A$10.21/kg (vs. BPe of A$10.00/kg).

Elevated drying costs have been largely mitigated by volume and pricing outcomes, with the weaker result reflecting the timing of revenue recognition from third party processing (in 2H26e and up ~8,000t YoY) and VAP sales (with 20% processed vs. 35% in 1H25).

The ASX 300 stock’s outlook was better. Bell Potter highlights:

Key outlook comments include (1) A FY26e crop forecast of 28,000-31,000t and orchards costs of $219.6m, which would imply Farming EBIT of $66-98m at the 1H26 price of $10.21/kg (BPe of $81m); (2) 2H26e to see the financial benefit of external grower volumes (~8,00/t YoY) and VAP sales (on SHV’s crop); (3) SHV announced an up to 10% share buyback and a 3.5¢ps DPS (the first dividend since 2022); and (4) announced Optimus phase 4 looking to lift processing capacity to 65,000t (from 55,000t) and targeting $700m revenue by FY30e.

Big potential returns

In response to the results, Bell Potter has retained its buy rating and $5.30 price target on the company’s shares.

Based on its current share price of $3.90, this implies potential upside of 36% for investors over the next 12 months.

In addition, a 2.6% dividend yield is expected over the same period.

Bell Potter concludes:

SHV continues to deliver on cost and growth initiatives to improve earnings quality and is executing in an environment where the California bearing acreage is in contraction, implying a more favourable pricing backdrop over FY26-28e.

The post Bell Potter says this ASX 300 stock can storm 36% higher 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.

S&P/ASX 200 Index (ASX: XJO) shares fell 1.43% to 8,592.9 points yesterday amid no progress on US-Iran negotiations.

Let’s check out some new ratings on three ASX shares.

Southern Cross Gold Consolidated Ltd (ASX: SX2)

This ASX gold share closed at $9.50, down 4.4% yesterday.

The Southern Cross Gold share price has risen by more than 60% over 12 months.

Shaw and Partners has a buy rating on the gold explorer. 

The broker gives Southern Cross Gold shares a 12-month price target of $14.40 based on a discounted cash flow (DCF) valuation.

Analyst Alex Barkley said:

Our base case forecasts support our Buy Recommendation, with an implied ~40% stock upside.

We also find substantial project upside potential at Sunday Creek.

Geological extension potential could extend mine life or importantly, allow a larger mining capacity.

Any project expansion returns could be supercharged by the remarkable ~9g/t AuEq site grade.

Key upcoming catalysts include ongoing drilling, an Exploration Target update in Q2 CY26, and a maiden Resource in Q1 CY27. 

Centuria Office REIT (ASX: COF)

Centuria Office REIT shares closed steady at 91 cents yesterday.

The ASX real estate investment trust (REIT) has fallen 27% over 12 months.

Bell Potter recently maintained its hold call on this ASX property share and lowered its target from $1.05 to 95 cents.

Analyst Michael Armstrong said:

COF is facing headwinds to earnings from tricky conditions in key exposed markets, rising interest rates, and dilutionary asset divestments.

We forecast earnings declining in FY27 (-2.7% below consensus), holding in FY28, before returning to growth in FY29.

COF screens inexpensive on a P/E and NTA basis but is trading at a P/E to Growth (PEG) ratio of 13.0x, placing it well above peers (sector simple avg. 2.9x).

We see better risk-adjusted opportunities in other sub-sectors at present and believe a pickup in the suburban market is still a little way off.

Healius Ltd (ASX: HLS)

This ASX healthcare share closed steady at 35 cents on Thursday.

The Healius share price has tanked 62% over 12 months.

After the company issued an FY26 earnings downgrade, Jarden kept its sell rating in place.

The broker has a price target of 47 cents, which implies 34% capital growth ahead.

The post Buy, hold, sell: Southern Cross Gold, Healius, Centuria Office REIT shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen 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.

It has been an incredible 12 months for Mineral Resources Ltd (ASX: MIN) shares.

During this time, the mining and mining services company’s shares have risen over 200%.

Does this mean it is too late to invest? Let’s see what Bell Potter is saying about the company.

What is the broker saying?

Bell Potter notes that Mineral Resources has announced plans to construct a flotation plant and underground development which will boost its lithium spodumene production. It said:

The Mt Marion Joint Venture (50% MIN / 50% Ganfeng) has announced a Final Investment Decision for the construction of a flotation plant and underground development. The $490m capital cost estimate (100% basis) will be spent across two years with ramp-up targeted for 2H FY28. The investment will extend Mt Marion’s life by six years, improve recoveries towards ~70% (currently ~60%), increase production capacity to ~600ktpa SC6e (currently ~500ktpa SC6e) and result in production of a single SC5 product.

MIN has also announced the restart of its 100% owned Bald Hill mine (140ktpa SC6e capacity) for capex and working capital of around $20m with ramp up to full capacity expected in the December 2026 quarter.

Despite this investment, the broker believes that dividends could be returning next year thanks to its balance sheet reset. It adds:

In 2H CY26, the US$765m POSCO transaction is expected to complete. At spot market prices (SC6 US$2,580/t; iron ore 62% Fe US$107/t; AUDUSD 0.71) and post-POSCO selldown, we estimate MIN could generate annual EBITDA of over $3b. In 1H FY27, net leverage is expected to fall below the company’s 2x target, increasing flexibility to execute on its capital allocation priorities including debt reduction, organic and inorganic growth opportunities, and the potential reinstatement of fully franked dividends.

The Wodgina JV is evaluating a potential US$310-410m (100% basis) expansion to increase production by 30%, with any investment decision subject to prevailing market conditions.

Should you buy Mineral Resources shares?

According to the note, the broker has retained its buy rating with an improved price target of $80.50 (from $75.00). Based on its current share price of $70.81, this implies potential upside of 14% for investors over the next 12 months.

Commenting on its investment thesis, Bell Potter concludes:

Completion of the US$765m MIN-POSCO lithium transaction will accelerate balance sheet deleveraging paired with cash flows from persistent iron ore and lithium market prices. MIN’s mining services platform delivers a stable earnings stream that is expected to expand with internal and third-party volume growth. The company is well positioned to execute its next phase of growth with potential to reinstate fully franked dividends.

The post Up 200%! Can the Mineral Resources share price bull run continue? 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.

I think we live in a very lucky period of time to invest where there are wonderful ASX shares and excellent ASX-listed exchange-traded funds (ETFs) we can choose to invest in. I think that makes it very easy to invest for retirement.

The two funds I want to highlight can be good options for both reaching towards retirement and when Aussies are actually in retirement.

They’re both focused on high-quality businesses from the global share market, which I think means they’re very compelling to own for long-term returns. Let’s dive into the appeal of both of them and how I’d use them.

VanEck MSCI International Quality ETF (ASX: QUAL)

The QUAL ETF invests in a portfolio of approximately 300 global companies across a range of regions, sectors and countries.

There are three fundamentals that a business must rank well on to be chosen for the portfolio.

First, they must have a high return on equity (ROE). That means they earn a high level of profit for how much shareholder money is retained within the business. It also suggests to me that the business can earn a good return on any future additional retained earnings.

Second, they have a high level of earnings stability. If profits aren’t going backwards then they’re regularly rising – that’s a strong tailwind for long-term share price growth, as well as relative stability during recessions.

Third, the businesses must have low financial leverage. In other words, they don’t have much debt for their size.

When you put all of this together, it’s a diversified fund of high-quality businesses that I’m expecting to deliver ongoing earnings growth.

In the past 10 years, the QUAL ETF has returned an average of 15% per year.

Betashares Global Quality Leaders ETF (ASX: QLTY)

This ASX ETF is constructed using a similar investment strategy as the QUAL ETF.

The QLTY ETF looks to invest in a portfolio of 150 global companies ranked by the highest quality score.

There are four factors that are used to decide on the QLTY ETF’s holdings – ROE, debt to capital, earnings stability and cash flow generation. Ensuring profit generation turns into cash flow is a useful metric.

While the QLTY ETF has fewer holdings than the QUAL ETF, its allocation between its positions are more evenly spread, which is also a good form of diversification.

While the inception date of the ASX ETF was November 2018, the strategy it follows has been running for longer. In the past 10 years, the index the QLTY ETF follows has returned an average of 14%.

How I’d use these funds for retirement

Past performance is not a guarantee of future returns of course, but both ASX ETFs have delivered very good returns. If the net returns are similar for the next 10 years, that’d be great for building wealth at a quick pace.

Neither of these funds are known for having a high dividend yield because the underlying holdings don’t have a high yield themselves.

But, we can sell a portion of our holding each year to generate pleasing returns.

For example, imagine having $100,000 invested in the QUAL ETF and over the next 12 months it could rise by 10%, taking the capital value to $110,000. The investor could decide to sell $5,000 of units – a 5% ‘yield’ on the initial $100,000 – and still be left $105,000. That’s good cash flow and capital growth, a winning combination for retirement, in my opinion.

The post Which ASX ETFs I’d buy for retirement investing appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in VanEck Msci International Quality ETF. 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 strongest long-term investments often come from companies that have strong market positions, large addressable markets, and products or platforms that become more valuable as customers use them.

They also tend to operate in areas where demand is likely to grow, regardless of short-term economic noise.

Two ASX 200 shares that could fit that description are listed below. Here’s why they could be top buy and hold picks:

Pro Medicus Ltd (ASX: PME)

The first ASX 200 share to look at is Pro Medicus.

It is arguably one of the highest-quality technology companies on the Australian share market, providing medical imaging software through its Visage platform, which is used by hospitals, radiology groups, and healthcare networks.

Medical imaging is becoming increasingly important to modern healthcare. Scans are used across diagnosis, treatment planning, monitoring, and specialist care. As imaging volumes grow, healthcare providers need software that can handle enormous amounts of data quickly and reliably. This is happening while many healthcare systems are battling a shortage of radiologists.

This is where Pro Medicus stands out. Its platform is designed for speed, scale, and performance, which matters when clinicians are working with large imaging files and time-sensitive workflows.

Pro Medicus shares often trade on a demanding valuation, so investors should expect volatility if expectations shift. But mission-critical software, growing healthcare data, and a global opportunity give the company a powerful long-term position.

REA Group Ltd (ASX: REA)

Another ASX 200 share that could dominate over the next decade is REA Group.

REA is best known as the owner of realestate.com.au, which puts it at the centre of Australia’s property search process.

For buyers, it is often the first place to look. For sellers and agents, it is one of the most important places to be seen. That creates a strong network effect that is difficult for rivals to break.

This is important because property is a high-value transaction. Agents and vendors have a strong incentive to use the platform that gives listings the best chance of reaching serious buyers. That helps support REA’s pricing power and product expansion over time.

The company also has opportunities beyond standard listings. Data, premium advertising products, financial services, and offshore markets can all add to its growth runway.

Housing markets will move through cycles, and listing volumes can soften when conditions are weak. But REA has shown it can remain highly profitable through different property environments.

So, with a dominant platform, deep customer relationships, and room to keep expanding its role in the property ecosystem, REA could remain one of the ASX 200’s great compounders over the next decade.

The post 2 ASX 200 shares that could dominate the next decade appeared first on The Motley Fool Australia.

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

For me, this is the right time to look at certain high-yield ASX dividend stocks that look like they’re trading cheaply, offer good dividend yields with potential for growth in the coming years.

When interest rates rise, I think it makes a lot of sense to look at real estate investment trusts (REITs) – they generate resilient rental earnings, yet the market typically pushes down the unit price.

For me, there are two high-yield ASX dividends that look particularly attractive during this period. Let’s get into it.

Centuria Industrial REIT (ASX: CIP)

This business owns industrial properties across Australia’s major cities in important locations where demand is high but supply and vacancies are low.

The REIT’s rental income is growing at a pleasing speed thanks to the level of demand coming from customers for distribution and logistics, data centre, food or medicine purposes.

Rental values for metropolitan industrial properties have risen significantly in the last few years, which is why the business believes its portfolio is, on average, 20% ‘under-rented’. As leases come up for renewal, the high-yield ASX dividend stock is seeing a significant boost for that property’s rental income.

In terms of the passive income, it expects to grow its FY26 annual distribution by 3% to 16.8 cents per security. That translates into a current distribution yield 5.7%.

On the valuation side of things, its latest net tangible assets (NTA) was stated as $3.95 at 31 December 2025, meaning it’s trading at a discount of around 25% to this valuation. That’s very appealing to me.

Rural Funds Group (ASX: RFF)

Rural Funds is the other high-yield ASX dividend stock I want to highlight. It’s the owner of various farms across Australia, including cattle, almonds, macadamias, vineyards and cropping.

The business has high-quality tenants signed on for, on average, more than a decade. It has one of the longest weighted average lease expiry (WALE) figures in the Australian REIT sector.

Rural Funds has built its portfolio to own assets that can deliver solid income in the shorter-term and deliver capital growth over the longer-term.

Most of Rural Funds’ contracts have rental indexation included, with either fixed annual increases or the increases are linked to inflation, plus market reviews.

Despite the headwinds of higher interest rates, Rural Funds has been steady with its annual distribution per unit of 11.73 cents in recent years. It wouldn’t surprise me if it was exactly that payment in FY27 as well. Its current annual distribution translates into a yield of 5.9%.

In terms of how undervalued it is, the business reported an adjusted net asset value (NAV) of $3.10 as of 31 December 2025. That means it’s currently trading at a discount of around 36%. That looks too cheap to ignore, in my opinion.

The post 2 excellent high-yield ASX dividend stocks I’d buy today appeared first on The Motley Fool Australia.

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• Buy these ASX dividend shares with 6%+ yields

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.