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

Is it more likely that the announced $60B of investment will increase or decrease resale value?

  • Increase the pricing of resale contracts.

    Votes: 23 25.3%
  • Decrease the pricing of resale contracts.

    Votes: 2 2.2%
  • No change to pricing of contracts.

    Votes: 66 72.5%

  • Total voters
    91
We're getting the Cabins at FW soon.
The cabins will probably be upgraded somehow (not in size, they said they'll use the original footprint), but FW is a moderate.

"The Campsites at Fort Wilderness Resort" is a moderate. These new cabins won't be a moderate—likely priced at least at a 1-bedroom if not 2-bedroom.

They're turning them over to DVC for a reason. FWR doesn't want them anymore. You can book a Cabin for next summer for almost $100 less per night than you can book a regular hotel room at Wilderness Lodge.

That's about to end.
 

"The Campsites at Fort Wilderness Resort" is a moderate. These new cabins won't be a moderate—likely priced at least at a 1-bedroom if not 2-bedroom.

They're turning them over to DVC for a reason. FWR doesn't want them anymore. You can book a Cabin for next summer for almost $100 less per night than you can book a regular hotel room at Wilderness Lodge.

That's about to end.
If it walks like a duck and talks like a duck... it's a duck. You can't make it into a Swan.

If the point charts on this are in the 1/2 Bedroom range, it will take years to sell out...
 
If it walks like a duck and talks like a duck... it's a duck. You can't make it into a Swan.

If the point charts on this are in the 1/2 Bedroom range, it will take years to sell out...
I think you are overlooking the trend of DVC owners (and Americans in general) who are animal “parents” and will be happy to pay an upsell to bring their pets, even if it isn’t luxurious and makes it harder to get to the parks.

It could see it sucking up a lot of existing owner points in the system based on people’s enthusiasm about bringing their pets on WDW vacations.
 
I think you are overlooking the trend of DVC owners (and Americans in general) who are animal “parents” and will be happy to pay an upsell to bring their pets, even if it isn’t luxurious and makes it harder to get to the parks.

It could see it sucking up a lot of existing owner points in the system based on people’s enthusiasm about bringing their pets on WDW vacations.
I get that (heck, we'll probably bring our dog), but you could bring your dog before to the cabins, so that's not really a change. Making them worth twice as much as they just were (looking at cash equivalency), I just don't buy.

I still say it will be somewhere between a studio and one-bedroom. Square footage is going to be less than most one bedrooms.
 
Inflation. Effectively Disney hasn’t built anything during the last ten years. They’ve only replaced.
That’s just not even close to accurate at WDW…

New Fantasyland was an expansion. I remember the construction fence. They “replaced” the Snow White dark ride with 7DMT, but they did build out a lot more.
Pandora was new and amazing.
Toy Story Land and Galaxy’s Edge technically replaced the backlot tour but that’s a lot more than one e-ticket.
Remy was an expansion.
Tron was an expansion, and MK already had more attractions than any of the other parks.

I know you can say things like “Guardians just replaced Energy” but even that’s an oversimplification. And there has been a lot of expansion otherwise.
 
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.
Agree. Only very specific changes would potentially affect prices, not vague numbers being thrown around. And the last few years even announcements of specific things can't be counted on to actually happen in a reasonable time frame, if ever.
 
"The Campsites at Fort Wilderness Resort" is a moderate. These new cabins won't be a moderate—likely priced at least at a 1-bedroom if not 2-bedroom.

They're turning them over to DVC for a reason. FWR doesn't want them anymore. You can book a Cabin for next summer for almost $100 less per night than you can book a regular hotel room at Wilderness Lodge.

That's about to end.
I think Fort Wilderness is really its own category, you have campsites for value prices and cabins for deluxe prices. Cabin rack rate for 2023 ranged from $448 to $872 including tax (per Mousesavers chart).

Turning them over to DVC is a financial move. Rather than pay to replace them, they can front construction costs and then profit with points sales. Plus dues will pay for maintenance. I don’t know what the occupancy average is but once sold to DVC, they don’t need to worry. Similiar to AKL and WL rooms turned into DVC.
 
I think Fort Wilderness is really its own category, you have campsites for value prices and cabins for deluxe prices. Cabin rack rate for 2023 ranged from $448 to $872 including tax (per Mousesavers chart).

Turning them over to DVC is a financial move. Rather than pay to replace them, they can front construction costs and then profit with points sales. Plus dues will pay for maintenance. I don’t know what the occupancy average is but once sold to DVC, they don’t need to worry. Similiar to AKL and WL rooms turned into DVC.
Add VGF to that list. It's a pretty smart move for the hotel side to "pawn off" unneeded capacity and assets for DVC to repurpose. Generates sales dollars and shifts ongoing operating costs to us. These folks ain't dumb.
 
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.

The skyliner system can be run in weather but Disney seemingly doesn't want to at this point still.

Also regarding a straight line it doesn't really do anything to how quickly people can board. The turn stations slow your specific cabin down but not the whole line. The turns do add costs though to building it.

Its why the best plan that I saw was the extension from the existing line out to the water park and into Disney Springs. You would simply lockdown the skyliner to resort guests only via a magic band swipe.
 
We love love love port Orleans but also think it’s a bad idea to put moderate resorts into the system.
You seem to be a few years behind: Caribbean Beach. Cool thing about that one is that they can always add an aging building or two on, like GF.
 
That’s just not even close to accurate at WDW…

New Fantasyland was an expansion. I remember the construction fence. They “replaced” the Snow White dark ride with 7DMT, but they did build out a lot more.
Pandora was new and amazing.
Toy Story Land and Galaxy’s Edge technically replaced the backlot tour but that’s a lot more than one e-ticket.
Remy was an expansion.
Tron was an expansion, and MK already had more attractions than any of the other parks.

I know you can say things like “Guardians just replaced Energy” but even that’s an oversimplification. And there has been a lot of expansion otherwise.
I hear you. I guess I just see all that stuff as replacing other stuff. Nothing new. Not like epic universe at universal.
So like mine train replaced Snow White ride (as you mentioned). Little mermaid ride was same ride as DL and super boring ride. I like the Gaston area back there, very cool. But over the last 5 years they replaced the delicious cinnamon rolls with so so ones.
Pandora, okay, yes, you are right, new and amazing—- and I don’t even like the movie but pandora is very, very well done. And it is completely new.
Toy story land ugh. Cute but cheaply done and replaced a lot of stuff back there that was a lot better.
Same with galaxy edge. Fail. Copy of DL. Not new and replaced superior stuff at HS. Why not build a whole other park for that Star Wars debacle instead of replacing cool attractions that swallowed a lot of the crowds at HS. I mean what is that dumb space ship ride? Seriously. Oh wow I get to press fake buttons if I’m the controller lol.
Remy was a copy from DL Paris and by the time we got the ride it was dated and borderline lame. Don’t forget Mickey runaway railway 🙄 that replaced one of the coolest rides ever.
Tron also a copy this time China. So so ride. And why did it take them like 5 years to put that in?
And I’d rather have Epcot back than the guardians replacement. I’d rather have maelstrom than the frozen ride 🫤. Don’t forget the Moana water thing lol. Wow a splash pad type thing that doesn’t even look as good as the one at my local main st.
So I’m a contrarian, but I expect a little more creativity than Disney’s been putting out. From my vantage point they’ve been dialing it in big time.
 















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