DVCNews March 2025 direct sales data

[Moonspinner]

3026

Love this

 

[PolyRob]

I'm glad to see that the 2023 incentives still hold strong. We bought GF direct in 2022 and when that sale happened I just had to add on...haven't followed the promotions since out of self preservation.

really good incentives are about the only thing that could convince us to buy right now. Resale is likely where we would buy anyways, and we don't want that many more points.... and there's a lot of resale for sale right now so direct would almost need to beat resale or be very close to inspire us to buy

I really like getting CC points with direct and would only do it again when it comes close to the resale range, but I would also jump on BLT, PVB, and/or VGF at a STEEP resale discount. I haven't seen things passing in the range I would want to pay, but I will keep watching from the sidelines and also keep an eye on those direct PVB prices if that makes more sense!

 

[supercarrie]

I really like getting CC points with direct and would only do it again when it comes close to the resale range, but I would also jump on BLT, PVB, and/or VGF at a STEEP resale discount. I haven't seen things passing in the range I would want to pay, but I will keep watching from the sidelines and also keep an eye on those direct PVB prices if that makes more sense!

Curious, what ranges do you consider a steep discount?

 

[PolyRob]

Curious, what ranges do you consider a steep discount?

Prices lower than the DVC Resale Market instant sale prices and contracts that aren't stripped.

BLT ~100, PVB ~110, VGF ~120. I don't like huge contracts either. I'd consider contracts in the ~100 to ~150 point range.

 

[DanCali]

I really like getting CC points with direct and would only do it again when it comes close to the resale range, but I would also jump on BLT, PVB, and/or VGF at a STEEP resale discount. I haven't seen things passing in the range I would want to pay, but I will keep watching from the sidelines and also keep an eye on those direct PVB prices if that makes more sense!

The number of contracts that go through ROFR is much greater than the small sample posted online, so I wouldn't base a decision on that. If you see a price you like, go for it and let the process do its thing.

Prices lower than the DVC Resale Market instant sale prices and contracts that aren't stripped.

BLT ~100, PVB ~110, VGF ~120. I don't like huge contracts either. I'd consider contracts in the ~100 to ~150 point range.

Given that it could take a couple of years to find something at that price point (and you need to be the first one to make the offer) why not just pay "market price" and then rent out the points for 2 years to bring the cost down that way? If you rent at $13-$15 above the dues, which is easily doable with PVB or VGF, then you get your "discount" of $25-$30/pt in 2 years. This may have tax implications, but you get the point - time is also valuable.

Given how AUL prices have come down in the last 2-3 years one could say I would have been better off waiting to buy. But I feel like in the meantime I got to enjoy a high school graduation trip with family and - costwise - since I also rented out most of the points one year, I don't think I'm any worse off financially by buying earlier at a higher price.

 

[Brian Noble]

time is also valuable.

There is another way in which time is valuable: If you wait a year or three to buy the contract you want at the price you want, that's a year or three in which you are paying market rates for any vacations you take.

The DIS can be a bit competitive about Who Paid Less. And, while there is merit in not paying too much more than you have to, there is also merit in actually buying the thing you want. Remember: At the end of the day, money is for spending.

 

[tidefan]

I regret not adding more and have been watching resale ROFR for VGF, but the $265 stings when it was in the $180s before Magical Beginnings!

I still chuckle when I see VGF Fire Sale posts. The real VGF Fire Sale was when it first went on sale to members. We got a discounted price of $145pp, and at the time, thought it was a bit high

(ETA: Yes, I understand time value of money, etc...)

 

[Girlstar30]

Not to mention it may never go down as low as you want and then go up again...

 

[Brian Noble]

Oh, it will eventually. Every single DVC contract will eventually be worth zero dollars.

 

[Girlstar30]

Oh, it will eventually. Every single DVC contract will eventually be worth zero dollars.

Yeah but I think he wants to use it before that happens

 

[PolyRob]

The number of contracts that go through ROFR is much greater than the small sample posted online, so I wouldn't base a decision on that. If you see a price you like, go for it and let the process do its thing.




Given that it could take a couple of years to find something at that price point (and you need to be the first one to make the offer) why not just pay "market price" and then rent out the points for 2 years to bring the cost down that way? If you rent at $13-$15 above the dues, which is easily doable with PVB or VGF, then you get your "discount" of $25-$30/pt in 2 years. This may have tax implications, but you get the point - time is also valuable.

Given how AUL prices have come down in the last 2-3 years one could say I would have been better off waiting to buy. But I feel like in the meantime I got to enjoy a high school graduation trip with family and - costwise - since I also rented out most of the points one year, I don't think I'm any worse off financially by buying earlier at a higher price.

I've actually made offers on BLT and VGF over the years, but have not had anything accepted within the price range I am willing to pay, even after considering renting out any points currently available. If ROFR slowed down on VGF I may have a chance, but it seems like those contracts are just sitting there now.

PVB resale is decreasing, but again, not to the level I would like. If direct incentives increase and I can get full 2024, 2025, and 2026 I can still rent them out or at the least sell back 2024 with 0 tax implications while also minimizing 2024 and 2025 dues. I'd take saving a percentage on a cc with points, $20 per point for 2024 UY, and the flexibility of direct PVB points over resale in the 150 - 175 range.

 

[PolyRob]

I still chuckle when I see VGF Fire Sale posts. The real VGF Fire Sale was when it first went on sale to members. We got a discounted price of $145pp, and at the time, thought it was a bit high

(ETA: Yes, I understand time value of money, etc...)

I wish I was in the market or a DVC member back then! I would have also purchased VGC when it was being given away during active sales.

 

[maui22]

I posted my own updates of what I see for PVB in April here.
https://www.disboards.com/threads/pvb-sales-tracking-10-1-24-4-30-25.3963867/

My CFW April data is here...
https://www.disboards.com/threads/c...proofed-county-deeds-through-4-30-25.3964268/

Can see a dropoff in the number of points and deeds.

When I use the county's advanced search (dates 4/1/25-4/30/25, enter Disney for the Grantee, Deed for the Document Type...

• Enter Riviera for the Legal Remarks and it will find most Riviera deeds. 236
• Enter Polynesian for the Legal Remarks and it will find most Polynesian (437). There were five more that the county entered Polnesian (missing y). That brings it to 442.

For Polynesian, there were 8 were more I (for my data collecting records, I don't actually care if Disney is the grantee or grantor because I know the county messes this up). I visually read the document to see if it's a direct purchase. Likely some additional Riviera so marginally higher than the 236.

The thing is, @wdrl March data showed RVA with 321 deeds. More evidence county April data showing a dropoff.
My PVB March matched @wdrl data, my PVB shows 580 in March down to 450 in April.

Many variables (delayed closing, late Easter, etc) impact what we see and when. It's too early to jump to conclusions, but there is definitely fewer deeds. PVB showed fewer points. Will RVA also show fewer points?

Should be fun to see the next 1-2 months of data. Reports are Disney no longer allows 90 days delayed closings and also charges a fee for credit card transactions. Those may both result in deeds showing up sooner than we saw last year and early in 2025.

It's not a sky is falling sign. Just something to watch for the next couple months. If slowdown keeps happening into June data, I wonder if we see better incentives?

 

[supercarrie]

Should be fun to see the next 1-2 months of data. Reports are Disney no longer allows 90 days delayed closings and also charges a fee for credit card transactions. Those may both result in deeds showing up sooner than we saw last year and early in 2025.

It's not a sky is falling sign. Just something to watch for the next couple months. If slowdown keeps happening into June data, I wonder if we see better incentives?

Thanks as always!

What reporting have you seen on the credit card transaction fees? And what %, if you know? I've seen the 60 day closing reported fairly widely.

 

[Girlstar30]

I posted my own updates of what I see for PVB in April here.
https://www.disboards.com/threads/pvb-sales-tracking-10-1-24-4-30-25.3963867/

My CFW April data is here...
https://www.disboards.com/threads/c...proofed-county-deeds-through-4-30-25.3964268/

Can see a dropoff in the number of points and deeds.

When I use the county's advanced search (dates 4/1/25-4/30/25, enter Disney for the Grantee, Deed for the Document Type...

• Enter Riviera for the Legal Remarks and it will find most Riviera deeds. 236
• Enter Polynesian for the Legal Remarks and it will find most Polynesian (437). There were five more that the county entered Polnesian (missing y). That brings it to 442.

For Polynesian, there were 8 were more I (for my data collecting records, I don't actually care if Disney is the grantee or grantor because I know the county messes this up). I visually read the document to see if it's a direct purchase. Likely some additional Riviera so marginally higher than the 236.

The thing is, @wdrl March data showed RVA with 321 deeds. More evidence county April data showing a dropoff.
My PVB March matched @wdrl data, my PVB shows 580 in March down to 450 in April.

Many variables (delayed closing, late Easter, etc) impact what we see and when. It's too early to jump to conclusions, but there is definitely fewer deeds. PVB showed fewer points. Will RVA also show fewer points?

Should be fun to see the next 1-2 months of data. Reports are Disney no longer allows 90 days delayed closings and also charges a fee for credit card transactions. Those may both result in deeds showing up sooner than we saw last year and early in 2025.

It's not a sky is falling sign. Just something to watch for the next couple months. If slowdown keeps happening into June data, I wonder if we see better incentives?

Thank you so much this is really making me feel good about my wait and see approach of not buying direct yet vs my f*ck around and find out price rising more approach

 

[Moonspinner]

I posted my own updates of what I see for PVB in April here.
https://www.disboards.com/threads/pvb-sales-tracking-10-1-24-4-30-25.3963867/

My CFW April data is here...
https://www.disboards.com/threads/c...proofed-county-deeds-through-4-30-25.3964268/

Can see a dropoff in the number of points and deeds.

When I use the county's advanced search (dates 4/1/25-4/30/25, enter Disney for the Grantee, Deed for the Document Type...

• Enter Riviera for the Legal Remarks and it will find most Riviera deeds. 236
• Enter Polynesian for the Legal Remarks and it will find most Polynesian (437). There were five more that the county entered Polnesian (missing y). That brings it to 442.

For Polynesian, there were 8 were more I (for my data collecting records, I don't actually care if Disney is the grantee or grantor because I know the county messes this up). I visually read the document to see if it's a direct purchase. Likely some additional Riviera so marginally higher than the 236.

The thing is, @wdrl March data showed RVA with 321 deeds. More evidence county April data showing a dropoff.
My PVB March matched @wdrl data, my PVB shows 580 in March down to 450 in April.

Many variables (delayed closing, late Easter, etc) impact what we see and when. It's too early to jump to conclusions, but there is definitely fewer deeds. PVB showed fewer points. Will RVA also show fewer points?

Should be fun to see the next 1-2 months of data. Reports are Disney no longer allows 90 days delayed closings and also charges a fee for credit card transactions. Those may both result in deeds showing up sooner than we saw last year and early in 2025.

It's not a sky is falling sign. Just something to watch for the next couple months. If slowdown keeps happening into June data, I wonder if we see better incentives?

Ugh, do they charge for Disney visa? If so that’s pretty , because they get their own kickback with that one. I thought they wanted people to use Disney visa.

 

[VGCgroupie]

Thanks as always!

What reporting have you seen on the credit card transaction fees? And what %, if you know? I've seen the 60 day closing reported fairly widely.

Was going to ask this. If they don't take credit cards without a fee, no chance I will ever buy direct again, makes more sense to just buy resale. Really shooting themselves in the foot with that one.

 

[davidhr]

I doubt that there’s a credit card fee. It doesn’t make sense to do that when they’re making financing “easier”. If the transaction fees were really hurting them, they should have considered it in the recent price increase to offset it.

If there’s one, then I’d have to doubt DVD’s leadership capacity to make good decisions .

 

[supercarrie]

I doubt that there’s a credit card fee. It doesn’t makes sense to do that when they’re making financing “easier”. If the transaction fees were really hurting them, they should have considered it in the recent price increase to offset it.

If there’s one, then I’d have to doubt DVD’s leadership capacity to make good decisions .

I would think the Disney Visa folks - who they regularly partner with to offer incentives on direct purchases - would have something to say about it, too.

edit, I see @Moonspinner had the same conclusion!

 

[maui22]

Thanks as always!

What reporting have you seen on the credit card transaction fees? And what %, if you know? I've seen the 60 day closing reported fairly widely.

Ugh, do they charge for Disney visa? If so that’s pretty , because they get their own kickback with that one. I thought they wanted people to use Disney visa.

It is possible I misunderstood. I can’t find the post where it mentioned something.