Top ASX Real Estate Stocks to watch in 2026

These ASX property and infrastructure shares continue expanding funds, development pipelines and earnings whereas benefiting from strong demand. 

Charter Hall Group (ASX: CHC)

on 25 May 2026, announced a further upgrade to FY26 operating earnings per security guidance from 100.0 cents to 103.0 cents per security. The revised outlook represents a 26.5% increase compared with FY25 OEPS of 81.4 cents, reflecting continued progress across the Property Funds Management platform.

Financial year-to-date gross equity inflows reached $6.5 billion, rising by $1.7 billion since 1H FY26. The platform attracted 25 new institutional investors over the past 18 months with several making their first allocation to the Australian property market.

Property Funds Management increased to $74.7 billion from $71.7 billion at 31 December 2025. Additional activity included a new $1.2 billion diversified core real estate mandate, acquisition of The O’Connell Precinct valued at $1.15 billion, launch of IP6 with $600 million in end-value projects, establishment of CHIP1 and full reservation of TEF2’s $82 million equity raising.

The property Services revenue benefited from stronger leasing and development management activity. FY26 results are scheduled for release on 20 August 2026.

Dexus (ASX: DXS)

on 5 May 2026, shared its March 2026 quarter update. DXS noticing continued enhancement in operational performance although admitting that altering economic conditions and interest rate expectations might slow the recovery process.
The office portfolio occupancy increased to 93.1% following leasing success in Melbourne and Sydney. Industrial occupancy remained strong at 96.9% with strong leasing activity achieved across both stabilised assets and development projects.
DXS Wholesale Property Fund continued to outperform its benchmark across 1, 3, 5, 7 and 10-year periods. Dexus Wholesale Shopping Centre Fund also stayed ahead of its benchmarks over 1, 3, 5 and 7 years. Since FY25, around $1.75 billion of third-party equity commitments have been raised including $670 million since HY26.
The growth pipeline totals $11.5 billion, comprising $6.3 billion within the Dexus portfolio and $5.2 billion in funds management. Afterward 31 March 2026, an agreement with Boral was secured and providing access to a potential 2.5M square metre development pipeline, subject to approvals. DXS confirmed FY26 AFFO guidance of 44.5–45.5 cents per security and distributions of 37.0 cents per security.

Goodman Group (ASX: GMG)

on 26 May 2026, shared its Q3 FY26 operational update. Goodman Group indicated that there was an increase in the demand for infrastructure that would support AI, cloud computing and the digital economy. Demand is increasingly focused on major metropolitan markets where services need to be located close to users.

The group has shifted its portfolio toward large industrial facilities and data centres. Its assets are concentrated in major global cities, with urban logistics properties and low-latency data centre locations that are difficult to replicate.

At 31 March 2026, work in progress was $14.5 billion and is expected to reach about $18 billion by June 2026. Current projects have an 8.0% yield on cost, with data centres making up 73% of work in progress. Around 43% is pre-sold or being built for third parties and partnerships.
The company continues to acquire and develop large-scale sites while recycling capital from asset sales into new projects. Goodman remains on track to achieve at least 9% operating EPS growth in FY26.

(Source: Company Report)