Crystal Ball: Where do you see resale prices going for rest of 2025?

[Cfabar1]

Maybe now is the time to panic sell contracts!

 

[maui22]

I was going through county deeds today and couldn’t figure out why so many were from mid-February. (Two months ago). It dawned on me, county deeds showing up recently are likely from purchases after the new incentives were announced on Feb. 11. This was the first time PVB included the buyback option.

Good indication that monthly county sales data will not reflect everything that has happened since April 2.

Makes me more curious what Disney and the resales brokers are seeing.

Would be nice to see even better incentives for direct next week.

 

[Girlstar30]

Maybe now is the time to panic sell contracts!

Give them all to us

 

[Girlstar30]

https://www.cnbc.com/2025/04/22/slo...us-puts-disneys-theme-park-magic-at-risk.html

 

[PolyRob]

https://www.cnbc.com/2025/04/22/slo...us-puts-disneys-theme-park-magic-at-risk.html

Waiting for those new direct incentives...

 

[Girlstar30]

Waiting for those new direct incentives...

View attachment 959547

Same same, come on Disney, get with the times

 

[CastAStone]

Having taken a few months mostly off and just joining back,

I think it’s pretty transparent that prices are falling and will fall more.

As always, some resorts won’t fall as much or even at all for reasons owing as much to randomness as anything, like how Poly, VGF, VGC and AKV have all at times in the last 5 years had their inventory kind of randomly pinched, sending prices up.

How much will they fall? Very hard to tell. My baseline estimate is maybe 10% more than they have?

As I’ve said in the past, I think Riviera eventually settles around wherever SSR is trading at the time, and VB goes sub $30, those seem likely to happen this year.

 

[kgou]

Having taken a few months mostly off and just joining back,

welcome back!!

 

[atthebeachclub]

welcome back!!

...or "welcome home"!