When President Cyril Ramaphosa delivered the 2026 State of the Nation Address, he moved beyond general acknowledgement of the housing crisis and outlined a series of more concrete interventions. These included accelerating the release of well-located public land, expanding social and affordable housing, unblocking stalled housing projects, reforming infrastructure financing, and strengthening coordination through the human settlements framework. These commitments signal an awareness that housing lies at the heart of South Africa’s inequality crisis. The question now is whether they will shift the structural conditions that continue to reproduce spatial exclusion.