Hopefully Disney won't need any OKW points

[SL6827]

And so the wait begins, ROFR. Surely Disney won't need any OKW points?

 

[CraigInPA]

Each month, one of the brokers publishes a "taken in ROFR" breakdown. OKW has been consistently one of the most taken in the last year. Sorry...

 

[SL6827]

Each month, one of the brokers publishes a "taken in ROFR" breakdown. OKW has been consistently one of the most taken in the last year. Sorry...

Ugghhhhhhh, lawd help. Imagine that.

 

[SL6827]

Each month, one of the brokers publishes a "taken in ROFR" breakdown. OKW has been consistently one of the most taken in the last year. Sorry...

You know which broker puts out that list?

 

[The Jackal]

DVCResales does. But SSR it taken the most by far

 

[skippytx]

I just spot checked 2 contracts DVD ROFR'd in the last month for OKW, 210@75 and 230@69.5 both taken. Checked a few that passed 230@75, 400@85, 500@65, 60@93

What surprising is how many contracts DVD has sold in the last month @ OKW


Out of 147 total OKW transactions since Nov 1st, 47 have been new sales, 25 have gone back to disney (rofr, foreclosure, 2 quitclaim extensions) which leaves 75 resales last month.

Fun fact, the largest direct OKW purchase last month was 380 points.

In summary:

I spend too much time on the OCC website looking at this stuff

No one really knows what is going to happen at ROFR. Why does a 210 @ 75 get taken and a 230 @75 pass?

 

[SL6827]

DVCResales does. But SSR it taken the most by far

I wouldn't have thought that either. To me I would think that they would want the Beach Club or GF.

 

[momtwoboys]

well, glad my OKW wasn't taken! maybe because it was only 100points?

 

[skippytx]

No one knows. I just pulled a 50, 60 and 130 that were taken at ROFR, the price was really low though. 58, 57, and 63 respectively.

I think trying to figure out ROFR just leads to madness. I would feel safe loosely generalizing that a contract selling under market price in a desirable use year with current UY points has a higher probability of being taken than normal

 

[SL6827]

No one knows. I just pulled a 50, 60 and 130 that were taken at ROFR, the price was really low though. 58, 57, and 63 respectively.

I think trying to figure out ROFR just leads to madness. I would feel safe loosely generalizing that a contract selling under market price in a desirable use year with current UY points has a higher probability of being taken than normal

I'm shocked that a seller would accept such low offers. I know I didn't get a deal of any sorts with 40 points @98.00 a point, points coming in September 2018, but those sound like really low ball offers.

 

[momtwoboys]

No one knows. I just pulled a 50, 60 and 130 that were taken at ROFR, the price was really low though. 58, 57, and 63 respectively.

I think trying to figure out ROFR just leads to madness. I would feel safe loosely generalizing that a contract selling under market price in a desirable use year with current UY points has a higher probability of being taken than normal

we were shocked ours with full points passed at 65.00pp.

 

[SL6827]

we were shocked ours with full points passed at 65.00pp.

Right. I guess sometimes Disney lets some get a great deal. Awesome.

 

[iheartglaciers]

we were shocked ours with full points passed at 65.00pp.

I wish I could be a fly on the wall for a few of these ROFR decision meetings... I'm sure there's some method to the madness but I'm just curious

 

[JoanneDL]

We’re waiting on our OKW ROFR too.

 

[iheartglaciers]

There's some OKW ROFR data in the DVC Resale Market blog today. The BRV one seems surprising!

https://www.dvcresalemarket.com/blog/dvc-right-of-first-refusal-rofr-november-17-report/

 

[SL6827]

There's some OKW ROFR data in the DVC Resale Market blog today. The BRV one seems surprising!

https://www.dvcresalemarket.com/blog/dvc-right-of-first-refusal-rofr-november-17-report/

Ugggh, makes me anxious. Guess I really need to keep an eye on other resale contracts during the next few weeks. Just in case.

 

[minorthr]

Ugggh, makes me anxious. Guess I really need to keep an eye on other resale contracts during the next few weeks. Just in case.

Based off your other posts Id say you have a high probability of it passing.

 

[SL6827]

Based off your other posts Id say you have a high probability of it passing.

Well I hope so, I mean I didn't get it at a steal or anything.