And will the rental market go down concurrently with Disney cracking down on commercial renting? If Disney needs more room reservations in bad times that might be when they move to eliminate the commercial renting.
From what I've seen, the current plan didn't depress commercial renting by much. It maybe scared away a few regular DVC owners with the scary language, but it did nothing to move the needle on actual commercial renting.
Derek of dvc show has talked about having to tell people he couldn’t sell the recent RIV financed contract because they would need to bring more money to the table than they could afford. It’s sad but things like this happen.
All resorts are at risk though.
To give an idea of how any resort can be hit, during the Great Recession there were some who put in lowball offers and bought BWV in the 20s/pt. They boasted about renting for several years and already doubled their money relatively quickly. The potential of Disney cracking down on renters may scare some of the big buyers off today.
I went through RIV on DVCforLess last week. There was three at $110 or less. And only one was a whale of a contract. Presently there's another 9 contracts between $111 and $115. I fully expect to see RIV resale under $100 by the end of the year.