Let's speculate about Polynesian some more!

[Sandisw]

Based on the lockoff premium…
Couldn’t Disney decide any new resort they sell to make 2BR equal to the lockoff premium? Using zavandor’s numbers, it would allow them to sell 2 more points at the direct resort price?

At a time when Disney needs cash, it allows them to make money during the primary sales years as opposed to having some revenue delayed 50 years.

Might the premium lockoff be why tower appears to only have six 2BR dedicated?

They can set the 2 bedroom points to whatever they want. They don’t have to include a lock off premium either, but they do.

So, they are in complete control of what and how they decide. But, the current method of how they decide things is spelled out in the POS

The fact that they have so few dedicated does keep me continuing to lean new association.

The other thing is that 1 bedrooms are the last to go so having lock offs does give people more owners options when booking

 

[Cabius]

Everyone likes the IDEA of the bungalows but I don’t think any educated buyer wants the 11 month booking priority for the bungalows specifically. The bungalows are about as hard to book as a 1BR at Saratoga Springs.

I don't think the primary market for DVC direct purchases are necessarily educated buyers, though!

And if you're trying to entice the vacationing whale to buy into the magic, that's not a bad thing to be able to point to.

 

[NicoleBold]

I think I vote new association so they can move forward with the resale restrictions. I don't like them, but if thats the path they choose, back pedaling with a much anticipated new tower would be a bad move. This option is likely better for me financially, too. I won't be tempted to add on direct. If its the same association and there are some good incentives, another 100-150 points at poly would put me in a nice spot for upgrading to a larger room sometimes.
I am more than OK with a studio at Poly, after a lot of thought I realized the longhouses are the perfect location (to me). If its a new association, no real reason for me to run to buy there. I'd honestly consider Riv before Poly if its new, but thats just a personal choice so I can get a new location since I have 2 monorail resorts already.

 

[intamin]

I don't think the primary market for DVC direct purchases are necessarily educated buyers, though!

And if you're trying to entice the vacationing whale to buy into the magic, that's not a bad thing to be able to point to.

True majority aren't educated or realize what they're getting into. I'd hope these whales who buy large contracts do at least some research before dropping 60k+ but I'm not holding my breath.

 

[intamin]

I think I vote new association so they can move forward with the resale restrictions. I don't like them, but if thats the path they choose, back pedaling with a much anticipated new tower would be a bad move. This option is likely better for me financially, too. I won't be tempted to add on direct. If its the same association and there are some good incentives, another 100-150 points at poly would put me in a nice spot for upgrading to a larger room sometimes.
I am more than OK with a studio at Poly, after a lot of thought I realized the longhouses are the perfect location (to me). If its a new association, no real reason for me to run to buy there. I'd honestly consider Riv before Poly if its new, but thats just a personal choice so I can get a new location since I have 2 monorail resorts already.

I definitely would recommend diversifying your resort portfolio. It's nice to have an Epcot area resort for F&W and when park hopping between Epcot/HS having the ability to take a breather in the room for a little bit before returning to the parks is a great perk.

 

[Minniemoo15]

I think I vote new association so they can move forward with the resale restrictions. I don't like them, but if thats the path they choose, back pedaling with a much anticipated new tower would be a bad move. This option is likely better for me financially, too. I won't be tempted to add on direct. If its the same association and there are some good incentives, another 100-150 points at poly would put me in a nice spot for upgrading to a larger room sometimes.
I am more than OK with a studio at Poly, after a lot of thought I realized the longhouses are the perfect location (to me). If its a new association, no real reason for me to run to buy there. I'd honestly consider Riv before Poly if its new, but thats just a personal choice so I can get a new location since I have 2 monorail resorts already.

We are in the exact same boat. I love the current PV1 studios - the layout, the size, the location - and can’t see myself ever choosing the new tower studios over it. However, we may buy 150 pts to allow us to book 2 bedrooms every now and then IF it is the same association and we can add on to our current PV1 points. If it is different then we will likely pass - I’ve no interest in a resort with resale restrictions.

 

[DanCali]

We are in the exact same boat. I love the current PV1 studios - the layout, the size, the location - and can’t see myself ever choosing the new tower studios over it. However, we may buy 150 pts to allow us to book 2 bedrooms every now and then IF it is the same association and we can add on to our current PV1 points. If it is different then we will likely pass - I’ve no interest in a resort with resale restrictions.

Would you buy direct at VGF in order to be able to book the 2BRs at the Poly tower at 7 months? At some point that options will also go away or become prohibitively expensive.

 

[Minniemoo15]

Would you buy direct at VGF in order to be able to book the 2BRs at the Poly tower at 7 months? At some point that options will also go away or become prohibitively expensive.

We had considered it when VGF came on sale - but in the end our heart is at the Poly. I’d also like to see what 2 bed availability will be like at the 7mo mark (along with the point charts). If it’s a new association and we are “stuck” with our PVB1 points in studios that is fine with me - we really do love those rooms.

 

[sixstylez]

Would you buy direct at VGF in order to be able to book the 2BRs at the Poly tower at 7 months? At some point that options will also go away or become prohibitively expensive.

That's kind of the boat we are in. We originally bought Poly resale, with the hope that the new tower would be brought into the same association and we would be able to stay at both. Since then addon-itis hit us hard and we jumped on both the direct AKL and GFV deals. Now that we have the direct points (something I never thought we'd buy when we first bought in) I'm leaning more towards hoping it's a new association to try to keep PVB from changing. (I'm excited for the tower, I think it will be beautiful, but I wouldn't want any of the modern/cotemporary look of it to start bleeding to the theming of PVB over time, I personally love the tacky Poly/Tiki vibes)

I agree, I'd be shocked if the new tower studios could offer amenities that could outweigh the size and bathroom setup of the PVB studios (other than a TP view) so I think I would only spend the points to go with a larger 1BR or 2BR, which the direct points give the freedom to do, at the tower or other resorts to come. It is a nice security blanket.

 

[mr_booyah182]

I know I've seen a lot of people who think it will sell better if it's a new association but I think the Poly is popular enough that people will want it regardless. It's a brand new tower on the monorail with a view of Magic Kingdom, it's going to sell. The added room layouts would make the resort more "complete" which I still think is important to them and carries long term value. They may still need to sell PVB points in the future for different reasons and selling those points if they won't have access to the tower at 11 months seems like it puts them at a disadvantage. Copper Creek was done out of necessity at the time do to remaining time on contract. But both CC and BR have a full set of room options making them both appealing and saleable on their own.

 

[sixstylez]

I know I've seen a lot of people who think it will sell better if it's a new association but I think the Poly is popular enough that people will want it regardless. It's a brand new tower on the monorail with a view of Magic Kingdom, it's going to sell. The added room layouts would make the resort more "complete" which I still think is important to them and carries long term value. They may still need to sell PVB points in the future for different reasons and selling those points if they won't have access to the tower at 11 months seems like it puts them at a disadvantage. Copper Creek was done out of necessity at the time do to remaining time on contract. But both CC and BR have a full set of room options making them both appealing and saleable on their own.

I agree, I think it will sell well no matter what. People have their own reasons why they are not going to buy on both sides of the coin, new association or not, however as you said, it's still going to be very popular. I think the big hurdle if they do keep it in the same association is getting that resale value back up. I know ROFR monster seems to be stirring, but there is a lot of ground to make up to start selling an unrestricted resort at $220+ pp when resale is where it is.

 

[cdirazonian]

If it’s a new association it’s stated to have 270 Keys. Not as small as VGF was pre BPK but not really that big either. But if it’s combined with the original 380 PVB would make it huge @ 650 keys compared to:
RVR 489 Keys (6.7M pts)
BLT 428? Keys (5.7M+ pts)
VGF 147 + BPK 200? = 347 Keys (4.5M pts) (made larger same assoc)

PVB1 already has 4M+ pts and new tower is supposed to have 4M. 8M pts combined would make PVB slightly bigger than OKW @ 7.6M making it the second biggest WDW resort under SSR.

I don’t know if that really matters or not from any perspective, it just kinda surprised me when I actually was looking around & compared it to the other resorts.

My numbers could be off seeing I got a little info here & there & everywhere, so might not be exact.

Just surprised I guess & thought I’d throw it out there.

 

[Sandisw]

I know I've seen a lot of people who think it will sell better if it's a new association but I think the Poly is popular enough that people will want it regardless. It's a brand new tower on the monorail with a view of Magic Kingdom, it's going to sell. The added room layouts would make the resort more "complete" which I still think is important to them and carries long term value. They may still need to sell PVB points in the future for different reasons and selling those points if they won't have access to the tower at 11 months seems like it puts them at a disadvantage. Copper Creek was done out of necessity at the time do to remaining time on contract. But both CC and BR have a full set of room options making them both appealing and saleable on their own.

I agree it should sell well and why having resale restrictions won’t be that big of a deal…and that can only happen with a new association. So far, it seems like that is important to DVD still.

I honestly don’t think though DVD cares about having a balanced resort or the option to have one big set of points.

It will come down to whether they want this to be new and support the long term strategy of keeping resale points out or if they decide it needs to be rolled in.

Hopefully we get our answer soon! Like by years end!

 

[maui22]

PVB1 already has 4M+ pts and new tower is supposed to have 4M. 8M pts combined would make PVB slightly bigger than OKW @ 7.6M making it the second biggest WDW resort under SSR.

Isn't some of this point chart inflation? I believe some nights in a studio at PVB or VGF require 50% more points than an OKW studio.

 

[cdirazonian]

Isn't some of this point chart inflation? I believe some nights in a studio at PVB or VGF require 50% more points than an OKW studio.

Yes, definitely
still would have a lot of ‘Keys’ though. Don’t know how many OKW has?

 

[SPLzero]

The fact that they have so few dedicated does keep me continuing to lean new association.

This is just based on the 1st floor blueprints and someone looking at all the balcony's right? Have we gotten an official number ?

 

[maui22]

Edit: just realized VGF 2BR sleep 10.

If tower studios sleep 5 and 1BR sleep 5, tower 2BRs (at least the lockoffs) would sleep 10.

 

[SPLzero]

If tower studios sleep 5 and 1BR sleep 5, tower 2BRs (at least the lockoffs) would sleep 10.
Would that be a new maximum occupancy for any DVC 2BR?
Or is Disney more likely to reduce the amount allowed to sleep in the tower studios (maybe only 4) or 1BRs (maybe only 4)?

Riviera 2bedroom lock off can sleep 10.

 

[Sandisw]

This is just based on the 1st floor blueprints and someone looking at all the balcony's right? Have we gotten an official number ?

Correct. It’s based on that assumption. Probcbly should have been clearer!!

 

[maui22]

Some fun occupancy numbers (not positive on room counts, but basing numbers on what I found)...

At PVB it's 360 studios and 20 bungalows. Maximum occupancy of 1960.

Poly Tower 270 keys (@aka Charles has an excellent breakdown of the rooms 6 2BR dedicated, 30 duo studios, 88 1BRs, and 138 studios and he excludes the 9th and 10th floor but it seems there are 8 rooms likely 4 GVs, but maybe 8). Assuming 8 GVs people, total occupancy for tower only is 1346.

At OKW, 230 lockoffs (studio + 1BR), 274 dedicated 2BR, and 27 GVs. I believe the maximum occupancy is 4860 people.

VGF before BPK had 47 lockoff 2BRs, 47 dedicated 2BRs, and 6 GVs. Maximum occupancy was 1012.
With BPK, I believe that's another 202 resort studios. VGF maximum occupancy with BPK addition is 2022.