Current incentives for BLT and CCV direct?

[D-Trick]

Looks like BLT and CCV replaced OKW as the current sold out property to have direct incentives. Has anyone inquired? With base prices of $275 and $250, just curious how low they could actually go.

 

[MyDogTink]

Even with the incentives, I’d buy these on the resale market. BLT is going for $140 or under resale. I don’t think direct with the incentives would come close.

 

[D-Trick]

I agree with you, but am still curious what the incentive pricing is.

OKW @ $152 (after MB) until 7/10 was a pretty decent price for those not interested in VGF or RIV and wanting direct.

 

[RoseGold]

BLT firesale is inevitable. I'd even guess it happens before Poly2 goes up. They have so much of it, and no one is buying at these prices.

DVC now has A LOT of points, and they keep getting more. Foreclosure, ROFR, building giant skyscrapers and trailers. They keep getting more and more points.

 

[MyDogTink]

That’s not a bad price for unrestricted OKW.

What do you predict for the BLT fire sale prices?

 

[Stargazer65]

I remember just a year ago Disney bought my BLT contract for 183/point. Seems crazy now.

 

[MsChristy12]

We just bought a 50pt BLT recently for $140pp. So Happy!!

 

[Sandisw]

BLT firesale is inevitable. I'd even guess it happens before Poly2 goes up. They have so much of it, and no one is buying at these prices.

DVC now has A LOT of points, and they keep getting more. Foreclosure, ROFR, building giant skyscrapers and trailers. They keep getting more and more points.

They will also be selling the cabins in 2024 as well as the tower

I’d be surprised. And remember, the only thing it costs them to hold those points vs selling are taxes and capital reserves.

Renting them or using for OTU points can make that up and May be more profitable for them in the end.

I mean when I bought BLT they gave developer owned OTU points for use at SSR as an incentive. Who knows? Maybe they can do that with the ones bought last year via ROFR?

 

[PolyRob]

I agree with you, but am still curious what the incentive pricing is.

OKW @ $152 (after MB) until 7/10 was a pretty decent price for those not interested in VGF or RIV and wanting direct.

My guide is currently on vacation, but I want to follow-up with him on a few things next week when he is back. I will try and get some pricing.

 

[KeriBlujeans]

I just sent an email to my guide. I'm considering a VGF contract for the direct benefits, but CCV is my true love. It's just so expensive at $250 / point.

 

[Canchaser143]

Incentives for current members:
BLT: https://dvcexplorer.com/fin/m/BayLakeTower_Member_DeveloperCredit.pdf
CCV: https://dvcexplorer.com/fin/m/CopperCreek_Member_DeveloperCredit.pdf
OKW: https://dvcexplorer.com/fin/m/oldkeywest_Member_DeveloperCredit.pdf

Here are the links to the incentives, found them in the Summer Incentives thread Not that great of an incentive. Far from a fire sale lol

 

[AwfulWaffle]

Here are the links to the incentives, found them in the Summer Incentives thread Not that great of an incentive. Far from a fire sale lol

Hopefully that’s not it because those are the same crappy prices my guide gave me about a month ago lol

 

[Sandisw]

Hopefully that’s not it because those are the same crappy prices my guide gave me about a month ago lol

Honestly, I would be surprised if we saw better. They just don’t need to right now. They have great pricing on VGF and RIV, and have FW cabins and Poly tower coming online in the next 6 to 8 months.

 

[Epcot Forever Forever]

I’d be surprised. And remember, the only thing it costs them to hold those points vs selling are taxes and capital reserves.

That’s underplaying it IMO. Disney has tens of billions of dollars in debt, and as it comes due they will have to renew much of it, as they don’t have the cash to pay it off fully. But as they renew the debts, they’ll have to do so at todays much higher interest rates.

They paid cash out of their account to buy those points. They’d get cash back if they sold them. No business should be sitting on assets that don’t generate value. Every dollar counts.

 

[Epcot Forever Forever]

Hopefully that’s not it because those are the same crappy prices my guide gave me about a month ago lol

I believe we are still in the same incentive cycle as a month ago. I don’t expect new offers until September.

 

[Sandisw]

That’s underplaying it IMO. Disney has tens of billions of dollars in debt, and as it comes due they will have to renew much of it, as they don’t have the cash to pay it off fully. But as they renew the debts, they’ll have to do so at todays much higher interest rates.

They paid cash out of their account to buy those points. They’d get cash back if they sold them. No business should be sitting on assets that don’t generate value. Every dollar counts.

Except I think they do make money off those points via cash rentals and OTU points. And, they have plenty of points to sell so does it really matter if they sell BLT ones or VGF ones?

 

[Epcot Forever Forever]

Except I think they do make money off those points via cash rentals and OTU points. And, they have plenty of points to sell so does it really matter if they sell BLT ones or VGF ones?

The problem there is that they don’t seem to be close to selling out their deluxe resorts right now, based on the offers they’re putting out there. But I agree that in good times it would be fine, and that is likely why they were comfortable loading up last year.

 

[Robbie Cottam]

That’s underplaying it IMO. Disney has tens of billions of dollars in debt, and as it comes due they will have to renew much of it, as they don’t have the cash to pay it off fully. But as they renew the debts, they’ll have to do so at todays much higher interest rates.

They paid cash out of their account to buy those points. They’d get cash back if they sold them. No business should be sitting on assets that don’t generate value. Every dollar counts.

I don't think you are completely correct, here.
Disney may own these assets, but they are not sitting around idle.
Cash room generate a lot of cash.

An example, my first state at RIV the cash price for the room for 8 nights would have been half of what I paid for my entire contract.

This was not a hypothetical rack rate, I looked the room up on the website, same room, same dates, same view..... Those cash rooms are not cheap

 

[D-Trick]

I believe we are still in the same incentive cycle as a month ago. I don’t expect new offers until September.

I believe you are correct. I don't remember anyone discussing BLT or CCV last month, but saw the "special offers" when I checked the add on tool the other day. I did notice it was now gone for OKW.

 

[Canchaser143]

The OKW incentives ended on 7/10