You miss the significance, with the references to infrastructure Kal clearly now designated Australia's RE hub.
You'll probably need to wait to fully understand the implications, meantime perhaps spend a little time to get a grip on cash flow projections, Ord's, Currans or UBS would offer you some insights.
Should their pricing forecasts not work out very little RE will find funding ROW.
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You miss the significance, with the references to infrastructure...
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