Poll: Is the recent announcement of new resort investment likely to increase or decrease the value of resale sales?

[AstroBlasters]

I think park ticket/passes prices, the cost of airplane tickets/gas prices, and interest rates will have a bigger impact on the price of DVC points than a 10 year cap-ex spending plan that will be spread out all over the globe.

 

[Jwaire]

I know $60 billion looks like a large number, but I read one analysis that said it was only really a 25% increase in DPEP spending over 10 years and that includes other business units that are inside DPEP.

1. Disneyland
2. Disney's California Adventure
3. Magic Kingdom
4. EPCOT
5. MGM Studios (Never let go)
6. Animal Kingdom
7. Disneyland Paris
8. Disney Studios Paris
9. Hong Kong Disneyland (48% stake)
10. Shanghai Disneyland (43% stake)

Plus, Disney Cruise Line (Treasure, Adventure and unnamed Titan-class ship), DVC, Storyliving (gag), etc.

When you divide it up like that ...

 

[Cfabar1]

Yes, big numbers don't mean anything without a context, and also an understanding of where those funds will be allocated.

I voted for no change.

 

[Disdreaming479]

I voted no. However, if they build a new skyliner hub at a new resort location that resort will likely increase in value.

 

[MarkNC2Disney]

Of course Disney World improving (e.g., Pandora, Galaxy’s Edge, EPCOT dirt pit ???) over time enhances the value of our contracts. What other factors explain the general rise in resale prices over the last decade?

 

[Jwaire]

Of course Disney World improving (e.g., Pandora, Galaxy’s Edge, EPCOT dirt pit ???) over time enhances the value of our contracts. What other factors explain the general rise in resale prices over the last decade?

Inflation, room rates and direct pricing increases.

 

[MarkNC2Disney]

Inflation, room rates and direct pricing increases.

Latter 2/3rds are a function of increased demand because… the place is getting bigger & better.

 

[Genie+]

Latter 2/3rds are a function of increased demand because… the place is getting bigger & better.

They are called attractions for a reason

 

[HyperspaceMountainPilot]

As a Californian, I think actually expanding the parks West (with a gate to Disneyland closer to VDH, and keeping the gate at Pixar Pier) would have a huge impact on VDH value. A lot of families like mine are not very interested in staying all the way across downtown Disney, when they could just pay a bit more to be at VGC (as hotel guests)…though it could also bring down the resale value of VGC, now that I think about it.

I don’t see much planned at WDW that would dramatically increase the value of any of the resorts—though there were rumors of a new hotel built either on or directly next to EPCOT, which wouldn’t be great for RIV, BCV, or BWV sales.

My personal wishlist is a skyliner from AKV to Animal Kingdom—I don’t know how much it would cost, but you could even upsell it as an aerial view of the savannah to non-resort guests.

 

[tidefan]

My personal wishlist is a skyliner from AKV to Animal Kingdom—I don’t know how much it would cost, but you could even upsell it as an aerial view of the savannah to non-resort guests.

If you ever find yourself bored and dig through the SSR Product Understanding Checklist, a Monorail easement is specifically mentioned. Now, they aren't going to build a monorail to SSR, that easement actually existed before back when it was WDW Village, however, the easement still exists. While there won't ever be a monorail there, I bet they could put a skyliner on that same easement if they wanted to (or, perhaps, light rail, which would be different, but much cheaper than a Monorail for sure, for WDW)

Now, would they ever do any of that? Probably not, but they could. And if they did (if I am looking at the old easement maps that are truly the correct image of the easement - hey, it's on the internet, so not sure if it's the actual thing), it looks like it would service not only SSR, but OKW and POFQ as well.

 

[Genie+]

Now, would they ever do any of that? Probably not, but they could. And if they did (if I am looking at the old easement maps that are truly the correct image of the easement - hey, it's on the internet, so not sure if it's the actual thing), it looks like it would service not only SSR, but OKW and POFQ as well.

Plans change, how many times have things even started construction then changed or axed. But the skyliner always made me think that’s the plan forward. The monorail won’t last forever. They’ve proven skyliner increases resort value (look at Pop, AoA and CBR rates, plus ability to sell RIV). I think skyliner expansion is inevitable. Just don’t know when or where lol. I guess if we can figure out which move would best line their pocket we’d have an answer.

 

[tidefan]

Plans change, how many times have things even started construction then changed or axed. But the skyliner always made me think that’s the plan forward. The monorail won’t last forever. They’ve proven skyliner increases resort value (look at Pop, AoA and CBR rates, plus ability to sell RIV). I think skyliner expansion is inevitable. Just don’t know when or where lol. I guess if we can figure out which move would best line their pocket we’d have an answer.

True. I suppose that it would instantly make POFQ more desirable on cash rates and when OKW gets to 2042, whatever they put there would be more desirable to sell as well.

On another note, I have had people tell me that light rail in the area could be a possibility as well. Sort of like the Monorail without all of that "pouring miles of concrete" expense. When I think about that it makes sense. How that would compare dollar-wise to the skyliner, I'm not sure (I am not a Civil Engineer )

ETA: I think that the push to these modes of transport aren't necessarily benevolent to those staying at WDW resorts (though it is certainly nice), but perhaps rather to reduce emissions. Electric skyliners or trams don't put out the same emissions as all those buses and Disney gets to claim a "green" win.

 

[kilik64]

ETA: I think that the push to these modes of transport aren't necessarily benevolent to those staying at WDW resorts (though it is certainly nice), but perhaps rather to reduce emissions. Electric skyliners or trams don't put out the same emissions as all those buses and Disney gets to claim a "green" win.

Other than institutional investors and ESG scores, Disney doesnt care about emissions.

They DO care about costs, and not having to pay bus drivers and the upkeep on the buses would reduce a lot of cost over time, takes only a handful of people to operate the skyliner, much less personnel cost vs having to run a bunch of buses.

Like mentioned earlier, the skyliner did a lot of work on the prices for AoA, CBR, etc so I could definitely see them expanding a skyliner to cover SSR, OKW, and POR/FQ. Not only do you get the reduction of costs over time (which eventually basically pays for the cost of the skyliner), they will get a bump on hotel rates for that area too. Seems like a win win for Disney long term.

 

[CarolynFH]

When the Skyliner was under construction, there were reports that the next plans were for a line from DHS that would connect to CSR, the All Stars, AK and AKL. I don’t recall any reports about a line involving SSR, OKW, POR, and Epcot, but so much has changed since then that I don’t see why Disney wouldn’t eventually construct one there.

 

[Jwaire]

The biggest problem with the Skyliner (other than weather and being expensive) is they have to build it in a straight line. Every turn you add slows down the entire system.

You also can't build it over undeveloped wetlands for obvious reasons. The entire line has to be accessible to emergency personnel.

 

[we"reofftoneverland]

I know $60 billion looks like a large number, but I read one analysis that said it was only really a 25% increase in DPEP spending over 10 years and that includes other business units that are inside DPEP.

1. Disneyland
2. Disney's California Adventure
3. Magic Kingdom
4. EPCOT
5. MGM Studios (Never let go)
6. Animal Kingdom
7. Disneyland Paris
8. Disney Studios Paris
9. Hong Kong Disneyland (48% stake)
10. Shanghai Disneyland (43% stake)

Plus, Disney Cruise Line (Treasure, Adventure and unnamed Titan-class ship), DVC, Storyliving (gag), etc.

When you divide it up like that ...

View attachment 796902

#neverletgo

 

[we"reofftoneverland]

Of course Disney World improving (e.g., Pandora, Galaxy’s Edge, EPCOT dirt pit ???) over time enhances the value of our contracts. What other factors explain the general rise in resale prices over the last decade?

Inflation. Effectively Disney hasn’t built anything during the last ten years. They’ve only replaced.

 

[TheDailyMoo]

looks like it would service not only SSR, but OKW and POFQ as well.

I know most people think that Coronado is the resort that could make the leap to Moderate resort DVC but I've always thought one of the Port Orleans resorts would be perfect for the transition. At Riverside you can convert either building type and keep the other one as cash. I've always been a big fan of the Port Orleans resorts.

 

[tidefan]

I know most people think that Coronado is the resort that could make the leap to Moderate resort DVC but I've always thought one of the Port Orleans resorts would be perfect for the transition. At Riverside you can convert either building type and keep the other one as cash. I've always been a big fan of the Port Orleans resorts.

A complete aside... but I would buy POFQ in a heartbeat if they ever made that into a DVC property. It's one of our favorite hotels on property period. We actually go almost every visit for shrimp & grits followed by some beignets...

 

[Jwaire]

If DVC was to expand to the moderates, the program would become devalued.

You obviously aren't going to charge as many points per night at a moderate property (smaller rooms, less amenities, further location, etc.).

Does DVC really want to get in the business of selling 75 point contracts? What about Membership Extras? You going to reduce that back down? I'm not sure they want that again.

I could see them upgrading a moderate like Coronado to deluxe, possibly even tearing down existing buildings. However, that resort is a convention resort and very popular for business guests.

French Quarter and Riverside are beautiful resorts, but I'm not sure Disney has trouble filling those rooms and upgrading them to deluxe would be challenging.

An unthemed DVC tower at French Quarter or Riverside? Be careful what you wish for.