Poly DVC expansion coming 2024!

[RoseGold]

For me, it's not wanting to already have a bunch of Poly1 owners to be up against at the 11 month mark. Plus, I wouldn't want them to rebalance the insanely expensive bungalows with the Poly Tower rooms because I imagine they'll be pretty point heavy already.

Meh, I think this is overstated. Poly is a huge resort with a lot of points, and there are only 20 bungalows and almost 400 regular rooms. Bungalows cost say 5x regular rooms, that puts them at 20% of points.

Add in the new tower and the bungalow points matter even less. Inflate the chart, and Poly2 could really have a whole lot of points.

What I think is likely is Poly2 having its own point hogs, like the "theme park view" Poly2, which is pretty much a bungalow. Heck, they could throw out a cheese plate and make a "club level," which could really eat points.

 

[CaptainAmerica]

plus whatever shenanigans they’ll pull to adjust the portion of the Skyliner budget away from CBR to RIV.

Yeah uh......... that's not how it works.

 

[CaptainAmerica]

Inflate the chart

They've never inflated the charts, I don't see any reason to believe they're going to start.

If you want to know what a points chart will look like, look at that resort's cash prices. When you rank-order resorts by the price of their rooms and rank-order villas by the points cost of your rooms, everything is properly ordered (setting aside weird things like AKV Value, AKV Club, etc.)

 

[pianomanzano]

Yeah uh......... that's not how it works.

This was in response to a scenario where they stole some of CBR for a RIV expansion. Transferring some of CBR’s potion of Skyliner upkeep to RIV is certainly within the realm of possibilities of such an expansion were to occur.

 

[CaptainAmerica]

This was in response to a scenario where they stole some of CBR for a RIV expansion. Transferring some of CBR’s potion of Skyliner upkeep to RIV is certainly within the realm of possibilities of such an expansion were to occur.

I know what you meant.

 

[RoseGold]

They've never inflated the charts, I don't see any reason to believe they're going to start.

They've always inflated the charts. Compare BLT to RIV. Compare VGF "theme park view" to "lake view." RIV was within a hair of VGF for a moderate location, it was RIV's chart that does the work for Disney. The only outlier is CCV, when they matched the BR chart. Not a mistake they will make again.

I believe the Poly charts will exceed VGF in places. Call it theme park view or concierge level or whatever. Or just blaze past VGF and let a Poly2 cost more, period. The charts keep inflating, and BLT's chart looks very old fashioned right now.

Edit: This inflation also compounds the issues for 2042 resorts making their dues relatively higher, because their charts are reasonable, less points in the overall resort. So, the upside to an insane chart is cheaper dues.

 

[CaptainAmerica]

They've always inflated the charts. Compare BLT to RIV.

Riviera cash is more expensive than Contemporary cash. It's a far superior resort in just about every way. I say this as a Riviera hater. I loathe the place. But it terms of fit and finish, it's better than anything owned by Disney.

RIV was within a hair of VGF for a moderate location, it was RIV's chart that does the work for Disney.

Riviera cash is priced like Grand Flo cash. The Skyliner makes it absolutely a superior location to everything other than Crescent Lake.

 

[RoseGold]

Riviera cash is priced like Grand Flo cash. The Skyliner makes it absolutely a superior location to everything other than Crescent Lake.

So why is BLT so cheap then? The pattern is obvious. Over time, each new resort costs more and more points, and the charts keep escalating. And so, over time, your BC points can buy less and less at the new resorts, and your dues start to look more expensive pound for pound as points become worth less. Even VGF2 held up the pattern with the new, very expensive views.

No way Poly2 is going to cost less points, it will cost more. Maybe a whole lot more. DVC probably would have tried this with RIV, if your view weren't a moderate resort.

 

[Sandisw]

What’s the rationale for you wanting/caring so much about a new association?

I don’t like the current set up of PVB. However, the tower Poly situation with larger rooms appeals to us and it would be a great place to won,

However, I don’t want to buy there if the 4 million points already in existence have the same home resort priority as I would buying into the tower.

So, if I am not going to have a better chance of getting what I want at the tower, then no need for me to own there. I’d rather take my chances at 7 months.

 

[Sandisw]

The cabins were in the new association though.
A lot of people on this thread wanting new association just don't want RIV to be only one with resale restrictions.
But those people would be furious If DVC expands RIV by taking over some of CBR to make the most luxurious resort and then said to RIV 1 owners no can do.

Nothing to do with resale restrictions For me. They can build it, make it new, abandon, restrictions, and I’d still buy.

If they added a new DVC resort at CBR, and not be part of RIV, it wouldn’t matter to me because I bought and am happy with RIV.

So, those that currently own Poly bought the resort as is, didn’t they? And, PVB owners who bought before 2019 or direct get 7 month advantage.

 

[Sandisw]

It's outsold GFV because it's a far better price. If GFV were priced the same as RIV I bet it would sell way more. People go for the cheaper thing. If the new POLY tower is a new association with the restrictions but also the same price as RIV it will sell. If it has restrictions and is the same price as say GCV it won't.

Doesnt matter the reason why it’s sold a bit better. The point is that people had the choice between two great properties and decided that the price difference….which is a few thousand dollars less…was enough to purchase a resort with resale restrictions over one that doesn’t have them.

If you are DVD and want to be able to stay the course with restrictions, you have data now that shows it can compete against even VGF if priced correctly.

I also believe that Poly tower will sell easier with restrictions because it’s an MK resort than maybe RIV has.

VGF is also a strange case because it is now so studio heavy and new buyers who want a better chance at larger rooms could have more luck at RIV. One of the reasons VGF had held a higher resale value than others was because you needed home resort advantage to stay there if you wanted studios.

Now, you may see it a bit easier to get into there at 7 months.

But, its been tough to know how much the restrictions were the reason for the sales at RIV to have been below what others did, and now we at least see that pricing correctly, can indeed get some buyers to buy it.

 

[CaptainAmerica]

So why is BLT so cheap then?

It isn't. It's more than the Lodges, more than Crescent Lake, and less than the Grand, Poly, and Riviera, just like cash Contemporary is.

Even VGF2 held up the pattern with the new, very expensive views.

Premium views are not chart inflation. If one place has a Theme Park view and one place doesn't, of course it's going to cost more. "Chart inflation" would be Poly2 DS Standard View costing more than Poly1 DS Standard View.

 

[Sandisw]

So why is BLT so cheap then? The pattern is obvious. Over time, each new resort costs more and more points, and the charts keep escalating. And so, over time, your BC points can buy less and less at the new resorts, and your dues start to look more expensive pound for pound as points become worth less. Even VGF2 held up the pattern with the new, very expensive views.

No way Poly2 is going to cost less points, it will cost more. Maybe a whole lot more. DVC probably would have tried this with RIV, if your view weren't a moderate resort.

Personally, I love the view of CBR from waters edge when at RIV. I don’t see it being a negative at all, regardless of whether that resort is considered a moderate.

I don’t think that played any role in when they set RIVs chart, But I do agree with you that they push the limits with charts as time goes on, but i think Poly tower will be in line with VGF…

BLT was the first DVC at MK and based on that, it’s chart reflected that in relation to what was in existence.

 

[RoseGold]

Personally, I love the view of CBR from waters edge when at RIV. I don’t see it being a negative at all, regardless of whether that resort is considered a moderate.

Well, you can get it a lot cheaper at a moderate LOL.

"Chart inflation" would be Poly2 DS Standard View costing more than Poly1 DS Standard View.

I actually think this is possible. Or a "tower studio" at pretty close to the same price. Or a higher priced "pavilion" view or whatever name they want to call it.

 

[Sandisw]

Well, you can get it a lot cheaper at a moderate LOL.


I actually think this is possible. Or a "tower studio" at pretty close to the same price. Or a higher priced "pavilion" view or whatever name they want to call it.

I was talking about it being a negative for those who own and stay at RIV

I have stayed PV and the view from the balcony is simply gorgeous.

 

[RoseGold]

I have stayed PV and the view from the balcony is simply gorgeous.

The Lake View Poly1 is one of my favorite rooms in the system -- and tough at 7 months. I think Poly2 will have even better views.

 

[SLThomas318]

I also feel like the extra years on the Riviera contract is helping to boost sales with the first time buyers over Grand Floridian... 6 extra years of vacations and a better discount is def a "better deal." Until you are in the system, things like home resort advantage (and honestly resale restrictions) don't mean much. We never felt mislead in any of our DVC presentations, but you def. get the impression that as long as you are buying direct you can enjoy all these amazing properties. So for the first time buyer, why would you pay more for a shorter contract when you can use those points "everywhere"? Another reason why it will be interesting to see what they do with Poly... in terms of association, resale restrictions, and expiration.

 

[CraigInPA]

What’s the rationale for you wanting/caring so much about a new association?

I will not buy PVB2 if it has restrictions.

PVB was my top choice when they announced it. It became my fourth choice when I saw that it was conversions of existing long houses and had no 1 bedroom or affordable 2 bedroom. PVB2 would solve this problem.

There is nothing that would suggest that the bungalow point requirements would be lowered by averaging them with new rooms from PVB2. In fact, I think Disney LIKES the fact that there is high breakage on those rooms, since they can easily rent them for cash.

 

[pianomanzano]

There is nothing that would suggest that the bungalow point requirements would be lowered by averaging them with new rooms from PVB2. In fact, I think Disney LIKES the fact that there is high breakage on those rooms, since they can easily rent them for cash.

Except there’s precedent with the Treehouse Villas that were added on to SSR. Even if the points for the bungalows weren’t lowered, you bring up another good point about wanting separate associations. I wouldn’t want to pay dues for bungalows maintenance that they’ll profit off of through breakage.

 

[Sandisw]

I also feel like the extra years on the Riviera contract is helping to boost sales with the first time buyers over Grand Floridian... 6 extra years of vacations and a better discount is def a "better deal." Until you are in the system, things like home resort advantage (and honestly resale restrictions) don't mean much. We never felt mislead in any of our DVC presentations, but you def. get the impression that as long as you are buying direct you can enjoy all these amazing properties. So for the first time buyer, why would you pay more for a shorter contract when you can use those points "everywhere"? Another reason why it will be interesting to see what they do with Poly... in terms of association, resale restrictions, and expiration.

Absolutely that plays a role as well. But I think it does tell DVD, if they are looking to decide about the future of resale restrictions that if they do certain things with pricing and contract terms , etc. they can get buyers to buy DVC with them,

If VGF was selling heads over tails over RIV…Like it did the first few months. despite shorter contract and higher price, then IMO, it might cause DVD to rethink the whole restrictions strategy long term.