Island Tower at Polynesian Villas & Bungalows

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I’d guess $225 with an $15 discount at 150 and a $17 discount at 200 for existing owners, plus a small flat discount, say $1500, for purchasing by date X.

With MB I guess you could get into the $180s but that’s not a discount that’s selling a year of points.
 
I’d guess $225 with an $15 discount at 150 and a $17 discount at 200 for existing owners, plus a small flat discount, say $1500, for purchasing by date X.

With MB I guess you could get into the $180s but that’s not a discount that’s selling a year of points.
That seems a little low to me (you did say you were optimistic), especially if RIV is doing as well as it is right now. I would expect them to start higher and try to take money from the “buy at any price” demand for 2mo before potentially offering some sort of extremely short-term flash sale (maybe Black Friday?) for the educated DVC buyer who isn’t immune from FOMO, after all the 2024-2025 bookings are already made available. If general WDW demand is weak, they could also try to do a promotion that requires you to be on site at time of purchase?

I could see getting to the high 180s AFTER selling back a year of points, but I wouldn’t expect it to be much below $195 before MB…though if I was Disney, I’d put heavy incentives above the 400 point level— a lot of those rooms are going to be $$$ and they need at least some families to be able to afford 2BD with preferred and TPV.

If points are less than $190/pt before MB, I would assume that means the point chart is going to be off the chain.
 
In the past I believe you had to purchase the minimum to qualify for blue card / membership extras which is currently 150 points. If you were going to pursue this I would hold on to at least one of the contracts so that you would qualify for extra savings that current owners receive.

If the direct purchase you are considering is PVB I would hold onto the 25 pointer so that it could be combined with the direct points at 11 months.
Thank you. We only go for 7 days and stay the entire trip in a poly studio, so 150 would be plenty. I do plan on holding until after we purchase direct. I wouldn't want to sell and give up our current member savings.
 

That would be nice to do one day but our schedule always has us going in Season 6 or 7 right now.
I may want to keep the extra poly contract for peace of mind. Both my boys birthdays are in march and October. Whenever spring break is the highest tier, we just book for October of that year.
 
I think the pricing will come in at around 180 with incentives. Also depends on economy. If i recall they initially priced VGF2 at 185, then it went over 200, then with incentives and welcome home it was around 160ish
 
For us it’s 150 or 200 depending on incentives . Sometimes the jump from 150 to 200 makes the savings worth it. When vgf2 went live it was close enough to resale to be a no brainer. We shall see with this one
This is why we bought direct for VGF; we paid $186/pt and resale was about $20/pt less. We bought 200 points so resale would have saved us about $4,000. We've bought annual passes, and a ton of merch, plus the dining discounts. Not to mention access to the EPCOT (and soon MK!) lounge, so we have certainly got our moneys worth out of it.

It will be interesting to see what the gap between direct and resale with ITPVB will be like. VGF resale didn't go down too much and the gap was small; I'm guessing Poly resale will hold fairly steady and it may be worth it to buy direct.
 
I think $180pp is the current over/under number for 150/200 point expectations.
Is anyone expecting that? I’d take the over on that, for sure. Especially at 150. If it’s anything under $200 for 150 pts after incentives I’ll be very pleasantly shocked. I don’t think comparisons with VGF2 are all that valid. But hey, they’ve shocked me before.

Anything close to 180 and there will be a buying frenzy like we haven’t seen before. Well, depending on point charts.
 
I still say it'll be $250 base price, not sure about incentives but it wont be much.

Thing will sell itself, no real help needed on pricing.
 
Sure it is, but getting a guaranteed $20PP certainly makes it easy. Also, they consider it a "rebate" and not a "rental" so no tax documents or consequences. I get what you're saying but it really is a pretty good deal. Especially in situations where you get a year's worth of "bonus" points (depending on the timing of your use year of course).
 
MB is such clever marketing, whoever at DVC thought of it deserved a big promotion. “I bought at $160!” No you didn’t, you bought at $180 and rented out your first year of points, something that is also easy to do yourself if you buy resale.
That is true but not without effort if you were to purchase a resort that is not high in demand where you have to 7 month book things.
 
I think the pricing will come in at around 180 with incentives. Also depends on economy. If i recall they initially priced VGF2 at 185, then it went over 200, then with incentives and welcome home it was around 160ish

VGF2 I believe came out at $207 and with incentives got it down in the $180s before the summer firesale in 2023 getting it in the 160s.

I do not see Poly Tower being prices lower than Disneyland Tower...that's the baseline....and I would guess the initial price and incentives match that until December when we get a price increase along with increases for Riv and others like they do annually.
 
I'm hoping for about $200 at 150 points, above which I will probably look at other options.

I do think that there's an inverse relationship between point chart and price-per-point. When people are spending that much money, how much they are willing and able to pay is the determining factor. As much as it's a premium product, the high point chart means that the all-in amount is a lot higher and will price some people out. I guess the question is whether there is enough demand that they can sell everything even at ultra-high prices.

By way of comparison, if a sales discussion centers around buying enough points for 1 week in a Standard-view studio in the summer (season 4), PVB is the most expensive option on property. A prospective owner would need to shell out almost $30k at $200/point to have enough points.

Or put another way, if you want 1 week in a studio at BLT or CCV, that'll cost around $24k at $200/point, and PVB would need to be priced around $160/point to reach the equivalent price.

1724686534087.png

My estimate is that a Standard 2BR will be about the same number of points at PVB as at VGF, and rooms will only get more eye-watering from there. (With zero dedicated 2BR-SV, those will be difficult to snag, but I don't expect guides to volunteer that information.) Even at that price, it's an incredibly expensive proposition from an all-in perspective. Again, PVB would have to be priced around $160/point (actually a bit lower!) to be equivalent to BLT or CCV at $200/point.

1724686604808.png

Now, I do not think PVB will be priced at $160/point. It's a premium product, and a lot of people will pay more than they would for CCV or even BLT.

That said, the combination of high point charts and high prices is tough to swallow, and it remains to be seen if there is enough demand at those all-in prices to sell the resort as quickly as DVD would like. I don't expect a fire sale, but I wouldn't be shocked if sales were slower than expected (after an initial rush), and that we saw more generous incentives as a result.
 
Just curious, how outrageous are the Disney Direct financing interest rates now?

If they really wanted to set sales records they would do something like 0% for something like 24-48 mo.
 
Just curious, how outrageous are the Disney Direct financing interest rates now?

If they really wanted to set sales records they would do something like 0% for something like 24-48 mo.
They don't want to set records on volume. Not at the expense of profitability. These aren't manufactured products where you just crank up the assembly line and churn out more. DVC only has one chance to sell Island Tower points--at least, in the next 40 years and without spending $$$ to reacquire via ROFR--and I expect them to shoot for a premium price.
 
Just curious, how outrageous are the Disney Direct financing interest rates now?

If they really wanted to set sales records they would do something like 0% for something like 24-48 mo.

Not as crazy as you think.... for current members with 20% down the premium credit rate is 8.99% over 10 years.
 
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