Poly Tower Speculation

[Hubalorian]

Agreed that Boulder Ridge having a 2042 end date played a major role in why Copper Creek was added as a new association. If copper creek was sold as the same association as Boulder ridge when it went on sale in 2017, then that would have only left 25 years left on the deed. That would have been a tough sell for Disney without severely discounting the buy in price, and we all know Disney isn’t into leaving money on the table.

The poly tower on the other hand will have 42 years left on its deed if it is added to the existing poly association. No one will be scared off of a 42 year contract vs 50, it fills a void in 1&2 bedroom villas, and the resort will arguably be vaulted to the top of the list of where people will want to stay, which means Disney can charge full price…and Disney benefits by getting a chance to flip over that resort 8 years sooner in order to sell it all over again to new DVC families.

It just seems like it financially benefits Disney more to make it the same association, and it makes most current poly owners happy to have access to the new tower. It’s a win win for both parties.

Benefits Disney by competing with Poly1 on the resale market? Especially since the only resorts that would be restricted at that point would be Riveria, VDH and Cabins. They may not want to have to compete with Poly1 at all, so restrictions would eliminate that concern

 

[hockeydad21]

The short term margins disney would receive with it being restricted as a new resort don't outweigh the benefit of getting a chance to sell millions of DVC points all over again 8 years sooner.

And with Villas at Disneyland Hotel and Riviera, they didn't have any choice to add them to existing associations, so they're hands were sort of tied. Might as well add restrictions there since there isn't really anything to lose. Just food for thought.

 

[Hubalorian]

And have all of Poly down at once? Or have 8 year separating the two resorts with more time to prepare.

It is also not as easy as saying 42 years, what if it takes 5 years for Poly to sale out? You’re then trying to convince people to pay full price for a 37 year timeshare instead of their new 50 year resort they’d be sailing by then

 

[hockeydad21]

And have all of Poly down at once? Or have 8 year separating the two resorts with more time to prepare.

It is also not as easy as saying 42 years, what if it takes 5 years for Poly to sale out? You’re then trying to convince people to pay full price for a 37 year timeshare instead of their new 50 year resort they’d be sailing by then

They have 5.5 resorts all expiring in 2042. You think they're worried about selling one resort in 2066?

 

[Epcot Forever Forever]

The poly tower on the other hand will have 42 years left on its deed if it is added to the existing poly association. No one will be scared off of a 42 year contract vs 50,

Yes. They already have a 38-years-left-resort for sale in Hawaii, and they initially put Beach Club on sale back in 2002 with just 40 years left from day 1 - that seems to have worked out well for them.

I still don’t see why they’d handle Poly differently than they handled VGF with basically the same leadership and the same years left.

 

[emchen]

Agreed that Boulder Ridge having a 2042 end date played a major role in why Copper Creek was added as a new association. If copper creek was sold as the same association as Boulder ridge when it went on sale in 2017, then that would have only left 25 years left on the deed. That would have been a tough sell for Disney without severely discounting the buy in price, and we all know Disney isn’t into leaving money on the table.

The poly tower on the other hand will have 42 years left on its deed if it is added to the existing poly association. No one will be scared off of a 42 year contract vs 50, it fills a void in 1&2 bedroom villas, and the resort will arguably be vaulted to the top of the list of where people will want to stay, which means Disney can charge full price…and Disney benefits by getting a chance to flip over that resort 8 years sooner in order to sell it all over again to new DVC families.

It just seems like it financially benefits Disney more to make it the same association, and it makes most current poly owners happy to have access to the new tower. It’s a win win for both parties.

The thing with Boulder Ridge vs Copper Creek is the end date. If it was one association, there’s no way they could have sold Copper Creek with a 2042 end date. Polynesian goes to 2066.

I feel like my sentiment is being hit back and forth like a tennis ball by ya'll!

But they can’t add restrictions to it and that is a pretty big thing for them right now.

The fact that it is a 15 months later since the announcement , VDH is announced, and so was the new cabins project, I just find it really odd thst they still have not yet shared the decision.

When I stayed there last Thursday, at Poly, I saw the Tower under construction and it looked at least as large as VDH if not bigger... and if VDH is large enough to sell on its own, then so is VPT (Villas at Polynesian Tower). BTW, Distance from VPT to Tukelao (DVC longhouse closest to the Great Longhouse) is at least as far as VDH is to VGC. And I know its not apples to apples comparison... Just sayin...

 

[Hubalorian]

Selling VGF at 167ish per point is a success? Community members on this board have done the math with current incentives to get it down to that price per point. You could argue they are only doing that to get it to sell out before Poly2 goes on sale

The other 5.5 resorts in 2042, I don’t believe they have any idea what they’ll do with those but I have a feeling they aren’t thrilled with that predicament

 

[Sandisw]

The short term margins disney would receive with it being restricted as a new resort don't outweigh the benefit of getting a chance to sell millions of DVC points all over again 8 years sooner.

And with Villas at Disneyland Hotel and Riviera, they didn't have any choice to add them to existing associations, so their hands were sort of tied. Might as well add restrictions there since there isn't really anything to lose. Just food for thought.

Restrictions were not a thing before RIV. They never had to start them in the first place, so the fact there was not a shared resort didn’t tie their hands in anyway,

They choose to make them a part of the product with the goal of all future being the same way. Also, nothing prevents them from removing them which means they didn’t have to add to VDH.

All this to say is restrictions are the long term play and abandoning them for this project simply because of where it was built doesn’t seem like it fits that goal.

In terms of expiration, they can make it it’s own, 50 years, and then whatever replaces PVB, gets a longer than 50 year expiration to put them on the same date.

One thing mentioned a lot about 2042 is how much inventory expires at the same time….maybe DVD would prefer to have DVC still available at Poly in 2066 with the tower rooms while they take the time to replace PVB?

Now, I will say this…while I still think it’s going to be its own resort, my guess is more like 80% now and it’s due to them specially announcing FW cabins as the 17th resort, and not announcing and clarifying Poly tower.

 

[Sandisw]

They have 5.5 resorts all expiring in 2042. You think they're worried about selling one resort in 2066?

Exaclty…which is why they may not want to repeat it, Poly location will end up with about 6 million points when done,,,,spreading it out makes sense,

And, with VGf1 they declared all rooms before it opened….which meant they were not worried about the selling of them given the nature of it.

 

[kristenrice]

That would mean no lock off 2 bedrooms...it would make the resort all dedicated rooms. That would certainly be a new concept...

...unless they connect 1BR's to Duos...

 

[Sandisw]

...unless they connect 1BR's to Duos...

The report/rumor was nothing but 1 bedrooms and larger. So that would mean no duos or studios at all.

Just don’t think this rumor is true….my guess is all rooms sizes will be there, including duos. Now, it may end up being larger room heavy….especially if the unlikely happens and it’s rolled into PVB

 

[tom1944]

...unless they connect 1BR's to Duos...

That crossed my mind

 

[Stargazer65]

How about 1-person bedrooms in the Poly tower. They would go a half size smaller than the duo's, and create a new room class: Uno's (1/4th the footprint of a studio, costing 50% less points than a studio). They could get twice the amount of points out of 4 people.

 

[Epcot Forever Forever]

How about 1-person bedrooms in the Poly tower. They would go a half size smaller than the duo's, and create a new room class: Uno's (1/4th the footprint of a studio, costing 50% less points than a studio). They could get twice the amount of points out of 4 people.

Why stop there? Just go full capsule hotel.

 

[Stargazer65]

Why stop there? Just go full capsule hotel.

One step at a time haha. That will be at the next resort they build after Poly.

 

[hockeydad21]

Why stop there? Just go full capsule hotel.
View attachment 778458

DVC's newest resort coming to you in 2036...

250 direct points minimum for your blue card perks!

 

[scottiesumms]

Why stop there? Just go full capsule hotel.

yes! The Crypts at Disney's Haunted Mansion Villas: You'll be Dying to Stay Here!

 

[emchen]

Why stop there? Just go full capsule hotel.
View attachment 778458

Ahem…Deluxe Capsule to you!

 

[Faith_Trust&PixieDust]

My fingers are crossed for the same association!

However, wishful thinking aside I still go back and forth....sometimes I think it makes sense to keep it all as one, then other times I can't deny that making Poly2 it's own association and adding restrictions would benefit Disney tremendously.

 

[tidefan]

My fingers are crossed for the same association!

However, wishful thinking aside I still go back and forth....sometimes I think it makes sense to keep it all as one, then other times I can't deny that making Poly2 it's own association and adding restrictions would benefit Disney tremendously.

Depends. I actually think that making it a different association would really hurt add-on sales to existing PVB owners since they wouldn't be able to combine points for 11 months reservations and it would make managing that a bit of a mess. I wonder how many people own both BRV and CCV?