New DVC Resorts?

[Sandisw]

Aulani is 11.5M points, RIV is about 9, I think. Both are half-ish sold. 173K points/month won't get you far on that much bag-holding, especially with new projects adding more points to the mix.

RIV is 6.7 million points.

 

[jennypenny]

A path I could see, but really wouldn't like, is another FL beach resort. To me, this would be diluting the points, like Aulani. But it is something I can see Disney doing, and something that would be close enough to their wheelhouse.

I've always wondered why they didn't build a DVC near Port Canaveral. It would make a nice pre/post cruise location. That's where they should have built instead of Vero.

 

[_auroraborealis_]

There is room to build there. Also, YC is an old building with a lot of rooms with lousy views. They could just take over a wing and slap some paint on it.

Too important to the convention business to lose the units.

 

[havoc315]

There is room to build there. Also, YC is an old building with a lot of rooms with lousy views. They could just take over a wing and slap some paint on it.

And BCV is built with no views. DVC was definitely second-fiddle in those days..
While with its location, BC/YC is probably the best location of any non-monorail resort..

Which is why I suspect they will just wait till 2042 and then really re-imagine the property into flagship level... Instead of just doing a paint slap and continuing on.
Imagine a luxury level resort just steps from the International gateway -- They could charge a LOT more than they could for just slapping on a coat of pain.

I could be wrong.. watch them announce a YC conversion next year.

 

[DonMacGregor]

Disney had been trying to get a second DL DVC for years and never got it past the local politics. They wanted to be selling as VGC kept going up and up. This is one was hard to pull off, I don't see anything like this happening for a long time.

Building in CA isn't like building in FL, at least building in FL for Disney.

The political environment in Anaheim is changing dramatically. The new $4 billion OCVibe development surrounding the Honda Center was approved last month, supported by $400 million in city-issued bonds. The project, while multi-use, does include two new hotels with almost 600 rooms combined (not a ton, but the site is almost two miles away from the resort area proper, and it's mostly zoned industrial aside from the arena and stadium).

Anaheim still loves them some hotel tax revenue ($4.8 million annually from the new rooms based on the info posted and touted by the city), and they’re obviously willing to foot the bill upfront to promote more rooms in the city.

With the whole Measure L mess in the rear view mirror, Anaheim reacting positively to the Disneyland Forward concept, and an obvious enthusiasm for new hotel development, the environment for future hotel development by Disney in Anaheim has its best potential outlook in years.

OCVibe

 

[AvidDisReader]

If we are talking about over saturation, not really. Discard Alani, that has been on sale for 10 years and was a miscalculation by Disney. So right now there are 2 actively marketed resorts- GFV and RIV. By the time the Poly tower is ready to sell, GFV will either be sold out or close to sold out. RIV will have less than 25% of their points left. Some where in this time period will be the new Disneyland Villas, I do not know of anyone who does not believe that due the lack of DVC at Disneyland, that these points will not go fast. So as they wrap up building Poly tower, they will announce the next new project, which will take 3-4 years to complete or right around 2028--just 14 years from the 2042 resorts expiring.

 

[Cfabar1]

I don’t see another FL beach site happening soon. I think Disney made clear they aren’t going that route when they sold the VB land pre-pandemic in 2019 to GHO Homes

https://www.tcpalm.com/story/news/l...isney-vero-beach-home-development/4051971002/

VB was ideal for a Disney time-share. Easy “beach“ life. Limited options that they could have built a true “resort within a city” and held people economically hostage with revenue and entertainment offerings. It also feels relaxing and private. Very difficult to find something like that on the Atlantic, and I don’t see Disney going down to say Miami to do so.

It seems to me VB and HH suffered from the “Disney lite” experience, something the Cruise Ships wisely avoided.

 

[Ms Bibbidi]

There is the matter of the dissolution of the Reedy Creek Improvement District coming up that will need to be resolved before any major project goes forward.

 

[DLR70]

I wish Disneyland would purchase more of the hotels on Harbor Blvd, tear them down and build a new DVC resort over there. That would be so close to the park entrances. Just dreaming.

 

[DonMacGregor]

There is the matter of the dissolution of the Reedy Creek Improvement District coming up that will need to be resolved before any major project goes forward.

Exactly. To be honest, right now building in Anaheim might actually be easier...LOL

 

[DonMacGregor]

I wish Disneyland would purchase more of the hotels on Harbor Blvd, tear them down and build a new DVC resort over there. That would be so close to the park entrances. Just dreaming.

Even if they did buy the last 5 lots along Harbor, there just isn't that much room between Harbor and Manchester/Clementine/ the 5 Freeway. They already own everything in the shaded areas.

I could see it being used for it's original intended purpose: new parking structures with direct freeway access. That would free up the Simba lot south of the DLH, as well as possibly the K Lot south of Katella for theme park development/expansion.

 

[DLR70]

I've always wondered why they didn't build a DVC near Port Canaveral. It would make a nice pre/post cruise location. That's where they should have built instead of Vero.

That's such a good idea...maybe they still can? Also would be nice if they could build one in San Diego near that cruise port. It could be the next California DVC resort after VDH.

 

[Roughians_satchel]

That's such a good idea...maybe they still can? Also would be nice if they could build one in San Diego near that cruise port. It could be the next California DVC resort after VDH.

That would be great - but you can't beat the locations of the hotels right across street from the port. Disney did own land somewhere along the coast there at one point and abandoned the plans. Honestly, at this point San Diego isn't the safest place to build - Florida would be better.

 

[DonMacGregor]

Honestly, at this point San Diego isn't the safest place to build - Florida would be better.

Huh?

Apart from several discrete neighborhoods like every metropolitan area in the US, San Diego has a ridiculously low crime rate compared to national averages. The Bayfront area from Harborview all the way down to Seaport Village and the Convention Center is undergoing another building renaissance with new hotels and restaurants under construction everywhere. It's an area already home to half a dozen 5-star hotels and numerous Michelin Star and James Beard award-winning restaurants. Can the Gaslamp look like Bourbon Street during Mardi-Gras? Yes, occasionally (and usually during ComicCon surprisingly), but it's still a very safe, if crowded, and vibrant area to explore. Plus, you have Coronado Island just across the bridge with the Hotel Del and all of the amazing shops and restaurants around it. It's not like they would be building it in Barrio Logan or San Ysidro or Kearny Mesa.

Compare that with Port Canaveral, which, aside from the awesomeness of the Cape and Kennedy Space Center, hasn't seen much change since people were parking on the beach to watch Apollo launches and maybe see an astronaut driving his Vette. It's not a "bad" place, there's just not a lot else there beside the space complex. Plus, it's only a 45 minute drive from Orlando so I don't see why they'd bother building so close when they can keep people in the WDW bubble and get more money spent in Disney-owned shops and restaurants.

I could see them maybe building something in Miami and originating more cruises there. Miami's cruise terminals are the most state of the art in the country and cruises out of Miami give you greater access to the Western Caribbean too. Or, on one of the private DCL islands, but Port Canaveral doesn't make much sense as a destination based on the surrounding area and proximity to WDW.

 

[DLR70]

Huh?

Apart from several discrete neighborhoods like every metropolitan area in the US, San Diego has a ridiculously low crime rate compared to national averages. The Bayfront area from Harborview all the way down to Seaport Village and the Convention Center is undergoing another building renaissance with new hotels and restaurants under construction everywhere. It's an area already home to half a dozen 5-star hotels and numerous Michelin Star and James Beard award-winning restaurants. Can the Gaslamp look like Bourbon Street during Mardi-Gras? Yes, occasionally (and usually during ComicCon surprisingly), but it's still a very safe, if crowded, and vibrant area to explore. Plus, you have Coronado Island just across the bridge with the Hotel Del and all of the amazing shops and restaurants around it. It's not like they would be building it in Barrio Logan or San Ysidro or Kearny Mesa.

Compare that with Port Canaveral, which, aside from the awesomeness of the Cape and Kennedy Space Center, hasn't seen much change since people were parking on the beach to watch Apollo launches and maybe see an astronaut driving his Vette. It's not a "bad" place, there's just not a lot else there beside the space complex. Plus, it's only a 45 minute drive from Orlando so I don't see why they'd bother building so close when they can keep people in the WDW bubble and get more money spent in Disney-owned shops and restaurants.

I could see them maybe building something in Miami and originating more cruises there. Miami's cruise terminals are the most state of the art in the country and cruises out of Miami give you greater access to the Western Caribbean too. Or, on one of the private DCL islands, but Port Canaveral doesn't make much sense as a destination based on the surrounding area and proximity to WDW.

I like the Miami idea...or even better on a DCL island. Wow, that would be amazing!

We love San Diego, but since we live north of L.A. it's quite a trek to get there for cruises. If they had the cruises leave from Long Beach, it'd be so much closer to the DVC properties in Anaheim. They could have a bus service like they do in Florida.

 

[DonMacGregor]

I like the Miami idea...or even better on a DCL island. Wow, that would be amazing!

We love San Diego, but since we live north of L.A. it's quite a trek to get there for cruises. If they had the cruises leave from Long Beach, it'd be so much closer to the DVC properties in Anaheim. They could have a bus service like they do in Florida.

I'm just surprised the cruise terminal hasn't moved from San Pedro over to where Carnival has theirs in Long Beach (next to the Queen Mary in the old Spruce Goose dome). The LA cruise terminal is a dump and gives you excellent views of container ships on both sides, and the Terminal Island prison on departure and arrival (and the ever so scenic downtown San Pedro).

Downtown Long Beach, with the Aquarium, Aquatic Park, and all shops and restaurants in Shoreline Marina and along Ocean Avenue is so much nicer.

 

[DLR70]

I'm just surprised the cruise terminal hasn't moved from San Pedro over to where Carnival has theirs in Long Beach (next to the Queen Mary in the old Spruce Goose dome). The LA cruise terminal is a dump and gives you excellent views of container ships on both sides, and the Terminal Island prison on departure and arrival (and the ever so scenic downtown San Pedro).

Downtown Long Beach, with the Aquarium, Aquatic Park, and all shops and restaurants in Shoreline Marina and along Ocean Avenue is so much nicer.

Totally agree. Long Beach would be much better than the LA cruise terminal.

 

[Jwaire]

The current administration is trying to get the company's debt under control. It ballooned under Iger because of the Fox purchase and then COVID added to it. They're also trying to keep Wall Street happy by continuing to invest billions in Disney+ content.

I don't see any major (even Riviera-like boutique size) new construction until the debt is under control. They can't even open all of their cash rooms for booking because of labor shortages. Planning another cash/DVC combo resort seems out of the question right now.

I suspect the only reason we are even getting Poly 2 is because it's an easy sell and the supply contracts were already in place.

I'd say hope for another flip down the line. Beach and Yacht are prime for the taking. If they were going to build new, I could see BLT2 being back on the table just to get rid of the inventory in the garden wing.

 

[Paul Stupin]

View attachment 712301

Even if they did buy the last 5 lots along Harbor, there just isn't that much room between Harbor and Manchester/Clementine/ the 5 Freeway. They already own everything in the shaded areas.

I could see it being used for it's original intended purpose: new parking structures with direct freeway access. That would free up the Simba lot south of the DLH, as well as possibly the K Lot south of Katella for theme park development/expansion.

I think the Disneyland Forward announcement featured some sort of shopping/hotel complex on one of the boulevards near the parks.