New Poly Tower

[Paul Stupin]

I don't put a whole lot of weight on VDH. It's really a unicorn in the DVC landscape. DVC is an Orlando-based volume business. If they decide that restrictions are hurting sales in the swamp, I don't think they'll make a permanent decision to keep them due to VDH.

I certainly think it's possible that they keep them. I'd probably even say better than 50%. But I don't think VDH is the reason.

You might not put a whole lot of weight on VDH, but it’s a pretty big deal in the DVC world, no? I think the general consensus is that it will have the restrictions, and it’s a good bet that it will be relatively popular. The only way DVC members will be able to book it is with direct points.

That’s where the restrictions are effective. At least it worked on me. I bought direct at VGF2 and Copper Creek so I could stay at Riviera, VDH, probably Poly2, and whatever other cool new projects pop up in the future. And the more of them there are, the more effective the restrictions will be.

Also, I’m not sure DVC is unhappy with Riviera sales. But if they are, there are plenty of other reasons to account for them, namely lack of theming and problematic location. Personally I love it, but it’s a polarizing resort and many don’t.

 

[NorCalDisFan]

Personally, I think the resale restrictions are here to stay. VDH will have them, and my guess is it will sell pretty well.

Agreed, but it would be dependent on the price. Maybe this is out of topic. Currently VGC is too expensive. I was about to push offer button a couple of times but moved back after doing math again and again. 270-300 pp resale is non sense to me. I know VGC is the only dvc resort in California and owners are not renting out with their return 18 pp from rental shops. I saw many expensive confirmed reservations are listed in redweek. It doesn't look like there're many buyers though. Anyways my strategy is buy VDH direct and cheaper SAP. With the SAP (maybe Aulani or any reasonable WDW resorts) tries 1 bedroom on GVC for random weekend at 7 month. Luckily I live in Cal though 400 miles away.

If VDH direct price is close to 300 pp then I will give it up and bye to dvc.

 

[CaptainAmerica]

You might not put a whole lot of weight on VDH, but it’s a pretty big deal in the DVC world, no?

It'll be a big deal for a couple of years and then it'll be an afterthought to anyone who didn't buy there. It's a one-off, there's nothing similar in the pipeline, nor is there likely to be any time soon.

I think the general consensus is that it will have the restrictions, and it’s a good bet that it will be relatively popular. The only way DVC members will be able to book it is with direct points.

I don't know what to tell you, but you ain't staying at VDH unless you own at VDH. 7 month availability is going to be butt unless you like 1BR villas on Tuesday and Wednesday. Your Copper Creek Direct points won't do you any more good than my Aulani resale points will do me.

That’s where the restrictions are effective. At least it worked on me. I bought direct at VGF2 and Copper Creek so I could stay at Riviera, VDH, probably Poly2, and whatever other cool new projects pop up in the future. And the more of them there are, the more effective the restrictions will be.

And for me, the restrictions are what sent me to resale. I don't care for Riviera and I don't care for VGF, but if VGF had been the active resort when I was shopping initially, I may have purchased direct. But I have zero faith in the long term resale value of Riviera.

And I've had this argument with others but maybe not with you yet... if DVD were thrilled with the restrictions, why wouldn't they have rolled them out at VGF2? They were under no obligation to fold it into the existing VGF association.

 

[CaptainAmerica]

I bought direct at VGF2 and Copper Creek so I could stay at Riviera, VDH, probably Poly2, and whatever other cool new projects pop up in the future.

Quoting again to address this piece in particular.

(Speaking only for myself, of course): I don't like Riviera. VGF2 is available to resale owners. I don't expect anyone to ever get into VDH without 11 month priority. Poly2 may or may not be restricted, but I have access to Poly1 and I don't expect them to be sufficiently different where being shut out of Poly2 will be a dealbreaker.

So that leaves "whatever other cool new projects pop up in the future." To me, it seems backwards to buy direct to get access to unannounced projects that may or may not come to fruition. If the most awesome must-have resort is announced for 2028, I'll buy Direct in 2028. Until then, it's all just speculation.

 

[Jonfw2]

Good friends of mine are staying at Poly right now and the other day, they ran into Tim Tracker who was there trying to get info on exactly this topic.

 

[Sandisw]

It'll be a big deal for a couple of years and then it'll be an afterthought to anyone who didn't buy there. It's a one-off, there's nothing similar in the pipeline, nor is there likely to be any time soon.


I don't know what to tell you, but you ain't staying at VDH unless you own at VDH. 7 month availability is going to be butt unless you like 1BR villas on Tuesday and Wednesday. Your Copper Creek Direct points won't do you any more good than my Aulani resale points will do me.


And for me, the restrictions are what sent me to resale. I don't care for Riviera and I don't care for VGF, but if VGF had been the active resort when I was shopping initially, I may have purchased direct. But I have zero faith in the long term resale value of Riviera.

And I've had this argument with others but maybe not with you yet... if DVD were thrilled with the restrictions, why wouldn't they have rolled them out at VGF2? They were under no obligation to fold it into the existing VGF association.

Only thing I will add is that direct points will have some chance, even if it is small where, as of today, resale points have 0% chance of being used there.

In terms of the restrictions and why DVD may not have added them to VGF? There have been plenty of reasons given that could have been behind the move to incorporate it into VGF vs. new condo.. You just happen not to agree they make sense...which of course, is fine...because in the end, none of know why the decision was made the way it was.

Until they come out with decisions for VDH and Poly tower, everyone is speculating, reading into a word here or there, etc.

 

[Paul Stupin]

It'll be a big deal for a couple of years and then it'll be an afterthought to anyone who didn't buy there. It's a one-off, there's nothing similar in the pipeline, nor is there likely to be any time soon.


I don't know what to tell you, but you ain't staying at VDH unless you own at VDH. 7 month availability is going to be butt unless you like 1BR villas on Tuesday and Wednesday. Your Copper Creek Direct points won't do you any more good than my Aulani resale points will do me.


And for me, the restrictions are what sent me to resale. I don't care for Riviera and I don't care for VGF, but if VGF had been the active resort when I was shopping initially, I may have purchased direct. But I have zero faith in the long term resale value of Riviera.

And I've had this argument with others but maybe not with you yet... if DVD were thrilled with the restrictions, why wouldn't they have rolled them out at VGF2? They were under no obligation to fold it into the existing VGF association.

Ok, first, you’re just guessing at VDH 7 month availability, you don’t have a crystal ball. We do, however, live in LA and don’t have an issue with just picking up the occasional one or two night stay whenever it pops up, like we do at VGC. And a VDH one bedroom for Tuesday and/or Wednesday sounds great! Sign me up! Therefore my Copper Creek direct will do me a lot more good than your Aulani resale in this case. Not to say I don’t love Aulani resale, though. All my Aulani contracts are resale.

I’m sure you’re familiar with all the reasons VGF2 did not come with restrictions, so we don’t need to rehash all of them. But I don‘t regard VGF2 as new construction, and specifically, as I mentioned in my post, I’m referring to DVC continuing to impose resale restrictions on new construction. In my opinion, opening a new resort or tower without restrictions will only enhance the value of resale, and I believe Disney has zero motivation to do that.

 

[Paul Stupin]

Quoting again to address this piece in particular.

(Speaking only for myself, of course): I don't like Riviera. VGF2 is available to resale owners. I don't expect anyone to ever get into VDH without 11 month priority. Poly2 may or may not be restricted, but I have access to Poly1 and I don't expect them to be sufficiently different where being shut out of Poly2 will be a dealbreaker.

So that leaves "whatever other cool new projects pop up in the future." To me, it seems backwards to buy direct to get access to unannounced projects that may or may not come to fruition. If the most awesome must-have resort is announced for 2028, I'll buy Direct in 2028. Until then, it's all just speculation.

I bought direct not because I’m betting on unannounced projects in the future, but mostly because of Riviera, where we really do enjoy staying. That and Poly2, and, yes, whatever other cool new projects pop up in the future!
I also don’t like the idea of being shut out of the 2042 resorts with my resale points, which I believe will undermine their value no matter the home resort.

 

[Maria_Ohana]

I took a tour of the Poly with a DVC guide yesterday, and I asked them about the new tower. The guide told me that they have only applied for the permits, and they do not truly know the composition of the resort, in terms of different room sizes, yet. Do anyone know if this guide is correct?

Glad you asked, I'm waiting for any sorts of news.

 

[Paul Stupin]

Glad you asked, I'm waiting for any sorts of news.

Maybe the guide doesn’t know the room size composition, but I would bet that the division of DVC in charge of design and construction sure does.

 

[Huskerpaul]

Maybe the guide doesn’t know the room size composition, but I would bet that the division of DVC in charge of design and construction sure does.

Disney Vacation Development is the developer, not DVC. DVC is on the operating side, not resort development

 

[reddog21]

Maybe the guide doesn’t know the room size composition, but I would bet that the division of DVC in charge of design and construction sure does.

Agree 100% however what you start with isn't always what you end with so releasing any type of information early wouldn't do anyone any good.

 

[RoseGold]

Good friends of mine are staying at Poly right now and the other day, they ran into Tim Tracker who was there trying to get info on exactly this topic.

LOL. He should head over to a bus-dependent resort like AKL to get some real bus driver rumor info.

I doubt the decision is even made yet. It's been briefed and studied both ways, I'm sure.

 

[Paul Stupin]

Disney Vacation Development is the developer, not DVC. DVC is on the operating side, not resort development

Ah, of course. Thanks for clarification! I doubt there’s a ton of transparency at this point between the two divisions re new projects.

 

[Nursemanit]

My guide told me the Packers are going to win the superbowl, so separate associations it is ...

 

[DonMacGregor]

Maybe the guide doesn’t know the room size composition, but I would bet that the division of DVC in charge of design and construction sure does.

If they're doing site work, they have both permits and plans.

 

[RoseGold]

If they're doing site work, they have both permits and plans.

Of course. This is not a permit to rip out a couple trees.

In June, they were putting in a neighborhood worth of utilities. They know exactly what they are doing. The guides don't, but somebody does.

 

[bbeagle]

My guide told me the Packers are going to win the superbowl, so separate associations it is ...

You need a more knowledgeable guide.

 

[LAX]

Is this the next DVC project at WDW?

LAX

 

[Sandisw]

Is this the next DVC project at WDW?

LAX

Yes. Slated to open end of 2024