Just like with MJ, I'm going to have to ask you to source your information. I hope you can do a little better than he did.
Specifically, US Steel Realty Development, a subsidairy of US Steel, was the construction contractor. It was WED Enterprises that helped conceive the unitized modular construction technique that was employed. However, the resorts were always part of the plan for WDW, and they were owned and operated by Disney. That is very different from what is happening with the Four Seasons Resort. So I believe you are incorrect when it comes to the CR and the Poly, but I look forward to reviewing your sources.
I don't want to speak for another poster.. but I think what's being alluded to.. is when the resorts first opened.. the buildings were still owned by U.S. steel for a brief period of time (some number of months) before Disney 'taking ownership'. Methinks he was attemping to inject some much needed levity. Perhaps.
Either way.. the fact remains there are plenty of other (at least 9 by my count; not counting Shades of Green) hotels on WDW property not owned and operated by Disney... for whom Disney sets standards and from whom.. Disney takes "a slice". (be it big or small) And some of those deals date back 30+ years.
As for MJ's source material.. On page 63 of Disney War (Stewart) .. the author says that during the time of the Tishman-Starwood deal... and during a discussion of a potential alliance with Marriott hotels, E. Cardon (Card) Walker...
Disney War said:
"... brushed aside their suggestion that Disney might want to build and operate more hotels.
"Disney is not in the hotel business, its in the theme-park business."
"Why is that?", Marriott asked.
Walker seemed surprised by the question, "That's the way we do things," he said.
In that same paragraph Mr. Walker is identified as as knowing the "old Disney culture." Further, given that on page 41, that same Mr. Walker, is referred to as one of "two personal allies" that Walt had installed at the company during his conflicts with Roy O. Disney and on page 45 is referred to as follows:
"As the ultimate arbiter of what Walt would have done, Walker's influence (at Disney) was pervasive"
Given that reading, one might successfully argue he would be as well positioned as anyone to understand Walt's original intentions .. when he made the comments about the hotel business quoted above. It is especially telling to me that the bulk of the Disney owned resort holdings were not built until Mr. Walker retired from the company (1983) and was no longer a consultant to the company (1990).
I personally happen to think he would be in a position to know what Walt's intentions were and I think his opinions would mirror those... at least as much as he *thought* he knew what they were. And IF it was in Walt's intentions to be in the hotel business beyond the ones planned to be theme-park adjacent
[*] around Bay Lake and the Seven Seas Lagoon (most of which were never built), they were some slow off the mark building the next hotels that followed the initial Poly, Contemporary and Fort Wilderness resorts.
If you're going to take the LONG view.. Disney being firmly in the hotel business is a fairly recent development. Disney controlled just three (four if you count the former Disney Inn/now SOG) resorts in Florida till the mid to late 80's when they began seriously building out other resorts on-property and running all the day to day operations of those new resorts themselves. And until the early-to-mid nineties, when new Disney resorts started coming on strong, the number of third party hotels on-property outnumbered the Disney-owned resorts! Significantly.
Thus, from a historical perspective, you *could* argue this deal is a return to Disney's roots.
But whatever. In all seriousness, Walt's intentions or lack thereof for hotels.. whether he wanted to be in the business or not originally, the company now IS. Walt's intentions would have been based on business plans from 45 or more years ago and would be majorly out of date at this point. Walt's hotel intentions just don't matter in todays business cliimate because too much has changed. They DO have Disney owned hotels AND they DO have 3rd party hotels on-property today. They are there. Its a fact.
Either way, the man has been dead coming up on 41 years and he won't be coming back anytime soon to run the company and set things "right"... whatever your definition of "right" is. It is very easy to love someone who is dead. They make so few mistakes.
Those who have run the company over the years and previously built third party hotels on property set the stage for this deal. Not Eisner, definitely not Iger and since he was dead before the Florida development got built .. most definitely not Walt directly.
Who exactly did that? Well, as I noted, it wasn't Eisner. Eisner didn't want the Swan & Dolphin deal to go thru. He thought Disney could build and run the resorts themselves. Actually it was conceived and approved by someone
much closer to Walt. That was a deal that was approved by Eisner's predecessor, Frank Miller, Walt Disney's son-in-law. Frank maybe wasn't the sharpest tool in the shed, but Walt was very fond of him and they were close. And since Frank was at the time married to Walt's daughter and Lillian was still alive... It seems fair to say THAT 3rd party hotel deal had the Disney family approval.
And Walt's close ally, Mr. Walker was there (in fact he was Chairman I believe) for the conception and approval of the initial Starwood deal before retiring... and he was a top executive during the decision making for the DTD hotels in the 70's. We know from his quote above that, he didn't approve of more Disney owned hotels, so it stands to reason he probably approved of the Starwood deal; or at least he didn't object strenuously enough to stop it cold. With his deep history with the company and as Chairman he could have easily invoked Walt's memory and done so.
And the DTD hotels were also approved by the Disney family (Roy O, Roy E, Lillian and Dianne presumeably). At the time they controlled a huge number of shares equating to roughly 14 to 16 % of the company. They could have stopped the DTD hotels if they felt they were off the mark for Walt's vision.
So why would anyone be shocked when, as I noted above, they add one or three more third party hotels. Last I checked Roy E was still alive and still owned the third largest parcel of individually-held stock with 1%.. I'm sure he's at least looked at this... and given how vocal he's been in the past when someone or something displeased him... I think it is also fair to say this deal has his tacit approval.
Given all that information, I fail to see that a logical extension of adding yet one more 3rd party hotel.. (and potentially one or two more down at the Western Development) is the end of everything for which the Disney name and Disney family has stood over the years... especially given the Disney family history of having approved 3rd party hotel providers at both
Disneyland and Disney World .. and doubly-especially (ha ha) given that both of the proposed developments, in theory, won't compete directly (on a rate basis) with other already existing offerings from Disney.
These properties will compete with resorts, motels and hotels off-property that currently do quite well and from whom Disney doesn't currently see a dime in hotel revenue. The Four Seasons in particular will compete rather effectively with.. and be a regal snub to.. the non-Disney but awfully close to Disney, Bonnet Creek development which will see a new Hilton, Waldorf Astoria and the existing Fairfield time share when all is said and done.
Knox
[*] - Side Note - I think it IS worth distinguishing between the limited number of resorts that were initially planned to be proximate to the Magic Kingdom and the larger current reality of the entire development being home to resorts and time-shares all over the property. "Being in the hotel business" has different meanings based on scale. Personally, I believe that Walt never envisioned being the major hotelier the company is today .. controlling 25,000+ hotel rooms. I think his vision was more limited to the theme-park adjacent properties and possibly something similar near or inside the Epcot development he originally envisioned (vs. the one that was built).