Recently bond yields have started to run as rising inflation expectations have re-emerged. On Cup Day the Governor of the Reserve Bank backed away from his stance that the Australian official rate wouldn’t rise until 2024, but did suggest the market is overreacting.

Energy costs are exploding, supply chains of so many products are bottlenecked. Ordinarily in this environment one would avoid interest rate sensitive investments like property and infrastructure, yet the high yields on offer from some of these trusts may still represent excellent opportunities.

Shaw and Partners Industrials and Property Analyst, Aiden Bradley, joins Morrissey Group advisor, Ben Morrissey, as they take a closer look at the Australian property (REIT) market and help investors unpack the nuanced differences that separate the real estate "desirables" from the "dumps".