Late spring 2025 incentives (April 29-July 14)

[VGCgroupie]

I am guessing the same exact room layout at VDH and PVB IT with some trees and outdoorsy Disney IP shoved in

Yep Disney loves to reuse old ideas.

 

[HyperspaceMountainPilot]

Yep Disney loves to reuse old ideas.

VDH and PolyT are totally different layouts though, right? Especially the villas, but also the studios now that I think of it?

I am wondering if LSL will be the exact same bones as PolyT but with a different facade…sort of like how a McMansion community will give you 3 different styles for the exact same floor plan?

 

[VGCgroupie]

VDH and PolyT are totally different layouts though, right? Especially the villas, but also the studios now that I think of it?

No idea I just took @PolyRob 's word for it

 

[PolyRob]

Yep Disney loves to reuse old ideas.

Everyone also thought PVB IT was recycled Reflections

 

[HyperspaceMountainPilot]

Everyone also thought PVB IT was recycled Reflections

That is actually why I’m wondering if LSL could be a clone.

 

[Girlstar30]

Pocahontas is coming in hot

 

[Girlstar30]

I am guessing the same exact room layout at VDH and PVB IT with some trees and outdoorsy Disney IP shoved in

"Garden view"

 

[VGCgroupie]

Pocahontas is coming in hot

Just like Fajitas.. (Hopefully you get this)

 

[PolyRob]

VDH and PolyT are totally different layouts though, right? Especially the villas, but also the studios now that I think of it?

I am wondering if LSL will be the exact same bones as PolyT but with a different facade…sort of like how a McMansion community will give you 3 different styles for the exact same floor plan?

The studio, duo studio, one-bedroom, and two-bedroom units are pretty much identical besides the theming to the attached resort.

 

[PolyRob]

No idea I just took @PolyRob 's word for it

I really like the VDH one-bedroom bathrooms which is why I also like the PVB IT one-bedroom bathrooms

 

[Girlstar30]

The studio, duo studio, one-bedroom, and two-bedroom units are pretty much identical besides the theming to the attached resort.

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Don't ruin the magic

 

[PolyRob]

Pocahontas is coming in hot

She was in the original Reflections lobby artwork!

 

[Girlstar30]

She was in the original Reflections lobby artwork!

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Did they ax her?

 

[Girlstar30]

She was in the original Reflections lobby artwork!

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This reminds me of a shopping center like there should be an escalator behind her

 

[PolyRob]

Don't ruin the magic

YOU ARE THE MAGIC!

AHHHH OHHHH

*sung like Enchantment*

 

[PolyRob]

Did they ax her?

I'm honestly not sure. I don't think we got new artwork or renders when it was renamed to Lakeside Lodge? I will notice if they reuse that one-bedroom bathroom layout though LOL

 

[Cfabar1]

disney has had strong sales this year... I suspect they will wait until fall and see how their numbers look for the year. They continue to be pretty comfortable with the slow sales of cabin points... I know they might merge it with LSL, but it will still be a lot of points to sell!

 

[mkatsy]

As I look at April county data, I'm somewhat surprised by these incentives. April data is not complete (still waiting for county to finish entering 4/30 records and then proof 4/25-4/30).

However, PVB data through what is recorded so far on the county (including what is not proofed), is showing April to be just below October (which was a half a month of deeds). I consider February 2025 to have been their slowest for PVB recording date on occompt and April is 5k lower. (Also 56 fewer deeds than Feb 25 so far). It's possible the county messed up on a bunch of entries or a bunch of deeds show up in the rest of the day.

Some variables at play though.

• In December, they were allowing 90 day delayed closings so that boosted county data for January-March. At some point in 2025, they went to 60 day delayed closings, so county date - palm tree date means county recorded more accurately reflect the last two months of sales. Why is April lower than February?
• Week of Easter data is just starting to show up (most recent palm tree date is 4/17/25 and Easter was 4/20/25). This should boost May and June county deeds data.

Looking forward to seeing what happens in May data. It will show Easter 25 data. However, it will provide a better image of any impact from the March Canada/Mexico tariffs and April 2nd global tariffs day.

Things can change with a strike of the pen, but data is looking like a slowdown. Without some change, I wonder if Disney will be content with these spring incentives? To me, current direction of DVC direct incentives doesn't looking very promising for shareholders. Maybe I'm wrong and a bunch of people will love the 15 year mortgages?

FWIW, without tracking Riviera, it seemed like there were fewer deeds there as well. However, that's more of a gut felling based on how many pages of records I forwarded through.

Also of note, I believe there was a small increase in the number of deeds coming back to Disney ownership.

It would be interesting to track DVC sales volume against airfares. I suspect that when airfare is low families don’t consider fluctuating airfare when purchasing their contracts … but when it’s high, they do the mental math and perhaps talk themselves out of signing.

 

[NY Pirate Princess]

It would be interesting to track DVC sales volume against airfares. I suspect that when airfare is low families don’t consider fluctuating airfare when purchasing their contracts … but when it’s high, they do the mental math and perhaps talk themselves out of signing.

It's a huge unknown cost for us to fly from upstate ny to mco. We can control somewhat for other wdw trip costs but flights have become unpredictable and outrageously expensive. It certainly does impact my decision to buy more.

 

[CastAStone]

The biggest impact to my WDW flight expenses is Southwest nuking their entire program.

I would always be able to book my entire family for a very reasonable number of points. I don’t think I’ve paid cash for a trip to Orlando in my entire life. Nor flown anyone but Southwest.

Now? I fear I’m going to actually have to pay money.