The Union Budget 2026 has positioned infrastructure as the primary growth engine for the real estate sector, with the government maintaining a strong public capital expenditure outlay of Rs 12.2 lakh crore. While the Budget stopped short of announcing direct tax incentives or housing-specific sops, developers say the emphasis on sustained infrastructure investment sends a clearer and more durable signal for demand creation. From urban transport and connectivity to large-scale public works, the continued capex push is being viewed as a demand-enabling framework rather than a short-term stimulus, laying the groundwork for steady expansion across residential and commercial real estate segments.