DVC Direct Price Increase Coming February 2026

[eticketplease]

I believe that's true. Maybe they'd have to increase the pressure in their sales spiel like other timeshares do and try to get the deal signed while people are still in the room?

If that becomes standard practice then DVC really would become "just another timeshare"

Hopefully that won't be the case.

 

[walt34]

If that becomes standard practice then DVC really would become "just another timeshare"

Hopefully that won't be the case.

I believe we are discussing the DVC resale value drops to zero scenario. That's not likely at all in my opinion. But if it does, I don't see why they would not behave like any other timeshare company.

 

[Girlstar30]

I don’t think it would even have to come to that.

Having chatted with members at the bar, on a boat, or elsewhere, I really don’t think most people research DVC purchases the way people on this blog do. They view it as a way to ensure they can have affordable vacations - typically paid with a long term loan and monthly dues payments that create an “affordable” monthly payment.

I’ve never heard a guide mention resale value to me.

I think the R word is something they want to avoid talking about completely!

 

[Girlstar30]

I believe that's true. Maybe they'd have to increase the pressure in their sales spiel like other timeshares do and try to get the deal signed while people are still in the room?

They kind of did this to us when we were at disneyland and doing the room tour at star traders. I made it clear we weren't buying yet, but they still had us sit down and talk numbers and try to sell.

Ofc they didnt pressure us to the point of feeling super uncomfortable and I hope it never gets to that point because then I wont want to do room tours anymore

 

[eticketplease]

I believe we are discussing the DVC resale value drops to zero scenario. That's not likely at all in my opinion. But if it does, I don't see why they would not behave like any other timeshare company.

The way I read your original comment was that regardless of resale values a sales person would have to put additional pressure on the buyer to convert a sale while they were in the room.


Other timeshares certainly do this, but Disney does not currently and I hope it continues that way.

Apologies if I interpreted your words incorrectly

 

[Cfabar1]

I think the R word is something they want to avoid talking about completely!

Exactly!

The only scenario I envision really “tanking” the resale market is one whereby DVC starts making the fees for resale transfers so onerous that it causes the value to tank.

Prior to this year, I had not envisioned that, but if they can charge a $500 fee, why not a $5,000 fee on contracts below 100 points and a $15,000 fee on contracts between 100-200 points, and a $25,000 fee on contracts 200 points and above.

You naturally have to charge more for the larger contracts because of the extra processing, handling time, and considerable effort involved in processing the additional points….

Even at that point, DVC might still be a good value for many people, it just would be much less valuable than what we currently have….

 

[Girlstar30]

Exactly!

The only scenario I envision really “tanking” the resale market is one whereby DVC starts making the fees for resale transfers so onerous that it causes the value to tank.

Prior to this year, I had not envisioned that, but if they can charge a $500 fee, why not a $5,000 fee on contracts below 100 points and a $15,000 fee on contracts between 100-200 points, and a $25,000 fee on contracts 200 points and above.

You naturally have to charge more for the larger contracts because of the extra processing, handling time, and considerable effort involved in processing the additional points….

Even at that point, DVC might still be a good value for many people, it just would be much less valuable than what we currently have….

I have thought about this too. Im just glad I got in this year! It will be interesting to see the next set of resale restrictions.

If they would tack on a $10,000 fee, it'd be the around same price as direct In which case id be out of the game after my one direct.

I think this would hurt them. Because people wont be able to sell as easily, which may lead to people that can no longer pay the MF just let everything go to waste and not pay. And ofc current owners would be pissed etc.

 

[Sandisw]

Exactly!

The only scenario I envision really “tanking” the resale market is one whereby DVC starts making the fees for resale transfers so onerous that it causes the value to tank.

Prior to this year, I had not envisioned that, but if they can charge a $500 fee, why not a $5,000 fee on contracts below 100 points and a $15,000 fee on contracts between 100-200 points, and a $25,000 fee on contracts 200 points and above.

You naturally have to charge more for the larger contracts because of the extra processing, handling time, and considerable effort involved in processing the additional points….

Even at that point, DVC might still be a good value for many people, it just would be much less valuable than what we currently have….

Anything with Disney and DVC is possible but I think the notion that they intend to raise the fee for a buyer to process the account to $5k and higher is just not grounded in anything.

I just don’t beleive the reason behind this fee is to tank resale.

I think they realized that with the volume of resales out there, and the work they were doing, that they should charge for it and not continue doing it for free…out of their profits.

As long as the parks exist, DVC contracts will have value to someone. So, no one will get stuck with them.

 

[Cfabar1]

Anything with Disney and DVC is possible but I think the notion that they intend to raise the fee for a buyer to process the account to $5k and higher is just not grounded in anything.

I just don’t beleive the reason behind this fee is to tank resale.

I think they realized that with the volume of resales out there, and the work they were doing, that they should charge for it and not continue doing it for free…out of their profits.

As long as the parks exist, DVC contracts will have value to someone. So, no one will get stuck with them.

I agree with you, we have no reason to believe they will raise the fee to $5k or higher.

What I may have rather clumsily said, is, that is the only way I can conceive that resale prices would collapse. By imposing junk fees so onerous that it would make resale sellers have to lower their prices to remain competitive with direct pricing.

I agree with you that $500 does not move the needle meaningfully to collapse (or likely even meaningfully lower) resale prices.

While restrictions may ultimately meaningfully lowered resale prices, I am not of the belief that resort restrictions matter too much, given the fact that for most members, they are purchasing points to use at a hotel for a Walt Disney World vacation, or a Disneyland Vacation.

We bought where we want to stay, which in essence makes all our points restricted.

 

[Brianstl]

Anything with Disney and DVC is possible but I think the notion that they intend to raise the fee for a buyer to process the account to $5k and higher is just not grounded in anything.

I just don’t beleive the reason behind this fee is to tank resale.

I think they realized that with the volume of resales out there, and the work they were doing, that they should charge for it and not continue doing it for free…out of their profits.

As long as the parks exist, DVC contracts will have value to someone. So, no one will get stuck with them.

They aren't going to raise fees dramatically because they would get sued and lose.

The only thing that will tank the value of DVC resale is a real crack down on commercial renting. The fact you can make really good money off operating a business owning and renting DVC points artificially supports higher resale prices. That fact and not DVC using ROFR sets a floor and the market price for resale points. If Disney decides they are really going to stop commercial renting a large segment of the potential buyers disappear and demand for resale points drop. They won't go to zero because of their location and the desire of a segment of knowledgeable current owners looking to add points for personal use, but prices would dramatically decrease if the ability to profit off owning resale points disappears.

 

[Brian Noble]

The only thing that will tank the value of DVC resale is a real crack down on commercial renting.

A significant downturn in travel demand---for any of several reasons---could also do this, whether travel in general or to WDW specifically. Most of those would be temporary and not structural. But not all of them are. For example, if for some reason air travel became significantly and structurally more expensive, that would be a problem for WDW (in a way it would not for DLR).

you can make really good money off operating a business owning and renting DVC points artificially supports higher resale prices

I'm not sure how good of a business it is in its simplest form. Just buying and holding DVC resale contracts for rent seems to generate roughly the same after-tax ROI as long-term averages in e.g. diversified index funds. The latter is a lot less work, and a lot lower risk, because with a DVC rental business, all your eggs are in the DVC rental demand basket.

To really make the DVC rental ecosystem work, I think one also needs a short term acquisition/disposal/rcycle strategy that gives one extra leverage. The other strategy is to focus on confirmed reservations and cherry-pick the ones that have the highest ratio of prevailing rate per point, but that's a good way to come to DVC's attention rather quickly. That's particularly true if it is anything other than a side hustle, because then you need to be able to do this at scale.

 

[Disdreaming479]

On 150 points at Poly, the price increase is $1200 after Feb 10 if the incentive stays the same. When does dvd generally have the AP discount on direct points? Is it in summer?

 

[Brianstl]

A significant downturn in travel demand---for any of several reasons---could also do this, whether travel in general or to WDW specifically. Most of those would be temporary and not structural. But not all of them are. For example, if for some reason air travel became significantly and structurally more expensive, that would be a problem for WDW (in a way it would not for DLR).


I'm not sure how good of a business it is in its simplest form. Just buying and holding DVC resale contracts for rent seems to generate roughly the same after-tax ROI as long-term averages in e.g. diversified index funds. The latter is a lot less work, and a lot lower risk, because with a DVC rental business, all your eggs are in the DVC rental demand basket.

To really make the DVC rental ecosystem work, I think one also needs a short term acquisition/disposal/rcycle strategy that gives one extra leverage. The other strategy is to focus on confirmed reservations and cherry-pick the ones that have the highest ratio of prevailing rate per point, but that's a good way to come to DVC's attention rather quickly. That's particularly true if it is anything other than a side hustle, because then you need to be able to do this at scale.

Which is why the largest rental operator is also the largest resale operator, a title company, a finance company, a theme park ticket reseller and over the last few years has diversified into becoming a complete travel business not solely focused on Disney properties benefitting from an existing customer base of travelers with a significant amount of disposable income.

 

[Brian Noble]

Yes that is what I had in mind.

 

[VGCgroupie]

From another thread.

I can confirm though that VGF price is going up to $275 in Feb with the rest of the price hikes.

 

[juliebee]

From another thread.

VGF is currently $265 per another poster, so going up $10. And I thought Poly going up $8 was bad.

 

[VGCgroupie]

VGF is currently $265 per another poster, so going up $10. And I thought Poly going up $8 was bad.

All headed towards $300. Speaking of $300 they can’t raise VGC right??

 

[Girlstar30]

$1000 point incoming

 

[Girlstar30]

Extra processing fee

 

[Add-On-Itis]

$1000 point incoming

over or under?

$1000 per point before 2049