Up front caveat: Treasury forecasts are notoriously bad at meeting any semblance of accuracy & the following inclusion in the recent Budgetary figures must be be taken with a barrel of salt.

That said, it might also be a reflection of the Housing & Construction industry actually getting off the bones of its ass.

Effectively the Treasury 'stat hotshots' are saying FY26 will improve by 5.5% and then an additional 7.5% annual improvement in the FY27 year. Could be a 'hell yeah' moment for all those companies in this sector and when you think about it, the million or so immigrants 'couch surfing' & renting a room over the past few years need a place of permanency - not to mention the future immigrants who are lining up to join us.

True, there is the stolid, slow, inefficient bureaucracy & a BS government standing in the way of this becoming a reality. Just look at Labor's 45,000 homes out of 1,000,000 forecast becoming a reality - even then, those 45,0000 were largely bought from the market, not constructed.

Perhaps its time for our very own DOGE Department - not headed by Elon, but not be a bureaucrat either. Some seasoned business person who isn't afraid of wading in with the scythe flailing around the Canberra environs.

Anyone prepared to nominate a Housing & Construction special that currently represents exceptional value which can only deepen if this story becomes a reality? I'm thinking Capral Aluminium (CAA) have the systems & robotic efficiencies to cater for aluminium needs (windows and doors).