Potential buyer thinking out loud

[PolyRob]

Also, I haven't been in person but update videos from others staying at PVB show the construction as if it is close in proximity to the original Poly. I keep looking at it and thinking would you put a new association that close? Where is the allotted parking for the building? These are just random thoughts of mine lol.

The PVB2 tower will actually be the far opposite side of the resort from the original 3 PVB longhouses. The nearest bungalow will be in front of the Hawaii cash building. The PVB2 tower will have it's own dedicated parking lot based on the permits filed. Many websites have overlaid the proposed tower on a scaled map of Poly.




https://blogmickey.com/2022/04/perm...olynesian-village-disney-vacation-club-tower/

I am team new association only because DVC didn't say anything about it with the initial announcement. Big Pine Key's conversion mentioned the same VGF association from day one. Why not say it if those were the intentions? Just my take on it.

 

[KAT4DISNEY]

I know I mentioned it earlier, but the PVB studio conversion really bothers me. Disney took the newest and biggest Poly longhouses with balconies on the 2nd floor and shrunk the sleeping space to put in an awkwardly laid out bathroom. It makes no sense. The hallway and combined bathrooms are 4 inches LONGER than the living area. I think it's honestly smaller than a value resort room.

View attachment 778118

https://dvcfan.com/deluxe-studio-disneys-polynesian-villas/

It's always been easy to compare and see that the PVB living area is larger than many other studios at WDW. It had a queen bed, bedside stands on both sides (rare to never prior), a queen sofa, now murphy bed when other resorts were standard sized. Then when you opened up the single murphy bed there was still plenty of room to walk between it and the queen bed. It is most definitely not smaller than a Value studio living area nor is it smaller than most other studios. I do agree that they could have done the bathroom layout better although my vote would have been for a Super Studio with a washer/dryer in some of the bathroom space.

VGF resale tanked when VGF2 went up for sale because it was the same association and the price was great for current and new owners. Before VGF2 was announced, VGF was $255 per point direct with DVC. Even a resale contact at $200 could have been tempting. DVC has increased the incentives this year and current owners can add VGF direct for $161.10 per point when purchasing 150 points. Something that sold for over $200 per point resale can't even sell at $160 now.

Why would you touch a $160 VGF listing resale? No benefits, locked out of future resorts, and dealing with resale vs having points loaded same day.

If PVB2 is the same association as PVB1, resale may follow the same fate. If it's a new association, PVB2 may still be more tempting direct since it will have more room options and new amenities built into the tower rather than being close to TTC. That's all PVB1 really has going for it right now over the tower. And no resale restrictions, but it's locked to the original 14 and could potentially not book PVB2.

Talking about VGF resale tanking does not consider that the jump actually occurred when DVC stopped selling it at all prior to new sales restarting. It went from being able to be bought resale at $155 to over $200. It was always artificial demand during the halt and never a strong basis. Anyone reading the speculative threads here where people were convinced when DVC re-started sales it would be at the non-active sales price/pt (maybe $250?) and it's easy to understand why the resale jumped. But of course when sales restarted it was at the typical current resort pricing for direct so resale corrected back down to where it really should have stayed had the fear it would be the One that bumped DVC direct sales up to the stratosphere not developed.
It is unlikely Poly will go that route.

 

[PolyRob]

It's always been easy to compare and see that the PVB living area is larger than many other studios at WDW. It had a queen bed, bedside stands on both sides (rare to never prior), a queen sofa, now murphy bed when other resorts were standard sized. Then when you opened up the single murphy bed there was still plenty of room to walk between it and the queen bed. It is most definitely not smaller than a Value studio living area nor is it smaller than most other studios. I do agree that they could have done the bathroom layout better although my vote would have been for a Super Studio with a washer/dryer in some of the bathroom space.


Talking about VGF resale tanking does not consider that the jump actually occurred when DVC stopped selling it at all prior to new sales restarting. It went from being able to be bought resale at $155 to over $200. It was always artificial demand during the halt and never a strong basis. Anyone reading the speculative threads here where people were convinced when DVC re-started sales it would be at the non-active sales price/pt (maybe $250?) and it's easy to understand why the resale jumped. But of course when sales restarted it was at the typical current resort pricing for direct so resale corrected back down to where it really should have stayed had the fear it would be the One that bumped DVC direct sales up to the stratosphere not developed.
It is unlikely Poly will go that route.

Sure you can walk between the queen bed and murphy bed when it's open, but I meant the actual width of the living area. Places like VGF have a large dedicated nightstand and PVB has two tiny ones. You cannot deny the bathroom setup takes up too much space compared to the split baths like VGF deluxe studios and RIV deluxe studios. The tub and toilet placement is awkward. You can't even blame the previous cash room layout since it doesn't follow that. OP was talking about loving a Moana cash room so it had to be pointed out that a PVB deluxe studio is nothing like a Poly cash room.

PVB is currently $250 per point direct with Disney and is sitting around $145 resale. I do not believe for one second it will still sell for that much when PVB2 comes online for similar current resort pricing if it's the same association like VGF. If I wanted to purchase PVB resale I would wait and if I wanted to sell my PVB contract I would do it before an announcement about PVB2.

 

[Sandisw]

Sure you can walk between the queen bed and murphy bed when it's open, but I meant the actual width of the living area. Places like VGF have a large dedicated nightstand and PVB has two tiny ones. You cannot deny the bathroom setup takes up too much space compared to the split baths like VGF deluxe studios and RIV deluxe studios. The tub and toilet placement is awkward. You can't even blame the previous cash room layout since it doesn't follow that. OP was talking about loving a Moana cash room so it had to be pointed out that a PVB deluxe studio is nothing like a Poly cash room.

PVB is currently $250 per point direct with Disney and is sitting around $145 resale. I do not believe for one second it will still sell for that much when PVB2 comes online for similar current resort pricing if it's the same association like VGF. If I wanted to purchase PVB resale I would wait and if I wanted to sell my PVB contract I would do it before an announcement about PVB2.

Same association or not, it will be priced to match the active selling price of resorts and I have a feeling that will be $230, like VDH.

What is interesting and different with PVB and VGF in terms of sales direct is that when DVD announced that BPK would be part of the same condo association as VGF, it stopped selling VGF to anyone. That has not been the case with PVB....you can still buy points.

It puts another check for me in the column that Poly tower will be a new association because they don't care if they are selling points at $250 at PVB to someone because when the tower pricing comes out, it won't matter if it is less because its a new resort.

With VGF, they stopped selling and I speculated that it was because they knew when it started sales it would be down to the active resort pricing...which is what happened...and didn't want to sell points to other at the high price only to have people be upset later.

 

[PolyRob]

Same association or not, it will be priced to match the active selling price of resorts and I have a feeling that will be $230, like VDH.

What is interesting and different with PVB and VGF in terms of sales direct is that when DVD announced that BPK would be part of the same condo association as VGF, it stopped selling VGF to anyone. That has not been the case with PVB....you can still buy points.

It puts another check for me in the column that Poly tower will be a new association because they don't care if they are selling points at $250 at PVB to someone because when the tower pricing comes out, it won't matter if it is less because its a new resort.

With VGF, they stopped selling and I speculated that it was because they knew when it started sales it would be down to the active resort pricing...which is what happened...and didn't want to sell points to other at the high price only to have people be upset later.

Agreed, I think we have a lot more reasons to believe it will be a new association.

If so, it will also be the first resort with 2 associations where neither can book the other association resale (assuming it follows restrictions like RIV and DLH). IDK how tempting PVB1 resale will look when you have a shiny new tower on sale with direct benefits, developer credits, actual villa accommodations, longer contract length, and the fact that PVB1 is easy to book on any eligible points outside of key peak times of the year (fall frenzy, holidays, spring break, etc). I guess if PVB2 has no studios then PVB1 will remain desirable, but IDK what the room breakdown will be and not 1 studio or 2-bedroom lockoff would be new. Then again PVB1 is all studios besides overpriced bungalows and that was new at the time.

 

[Sandisw]

Agreed, I think we have a lot more reasons to believe it will be a new association.

If so, it will also be the first resort with 2 associations where neither can book the other association resale (assuming it follows restrictions like RIV and DLH). IDK how tempting PVB1 resale will look when you have a shiny new tower on sale with direct benefits, developer credits, actual villa accommodations, longer contract length, and the fact that PVB1 is easy to book on any eligible points outside of key peak times of the year (fall frenzy, holidays, spring break, etc). I guess if PVB2 has no studios then PVB1 will remain desirable, but IDK what the room breakdown will be and not 1 studio or 2-bedroom lockoff would be new. Then again PVB1 is all studios besides overpriced bungalows and that was new at the time.

I can’t believe it won’t have studios. As I have said, that would mean all rooms would need to be dedicated ones.

The tower/duo studios are really popular so you’d think they’d want some of those. If there are only 1 bedrooms and up than I’d say they’ll roll it in to PVB.

What is still odd is that we are now 16 months since the announcement, building well into it’s construction..which means they know the layout of rooms…and still no news

Assuming Poly tower is restricted from resale, PVB will still appeal to some but maybe we see it become an option for SAP.

The good thing about pricing though, with all of ROFR ar a standstill is that it’s dropped in price and can be had now in the 130s.

That may be low enough that the impact of a new association won’t be too great.

 

[TheDailyMoo]

I can’t believe it won’t have studios. As I have said, that would mean all rooms would need to be dedicated ones.

The tower/duo studios are really popular so you’d think they’d want some of those. If there are only 1 bedrooms and up than I’d say they’ll roll it in to PVB.

What is still odd is that we are now 16 months since the announcement, building well into it’s construction..which means they know the layout of rooms…and still no news

Assuming Poly tower is restricted from resale, PVB will still appeal to some but maybe we see it become an option for SAP.

The good thing about pricing though, with all of ROFR ar a standstill is that it’s dropped in price and can be had now in the 130s.

That may be low enough that the impact of a new association won’t be too great.

I know it would only be speculation of course but in your opinion assuming it happens the way you and PolyRob are thinking it will, and assuming ROFR still asleep what is your best guess as to how low PVB will fall resale?

 

[Sandisw]

I know it would only be speculation of course but in your opinion assuming it happens the way you and PolyRob are thinking it will, and assuming ROFR still asleep what is your best guess as to how low PVB will fall resale?

My guess would be $120s because if peoole see things that low, they will snap up quickly.

 

[TheDailyMoo]

My guess would be $120s because if peoole see things that low, they will snap up quickly.

So not a dramatic drop. I'll say this, as undecided as I am, I would snap up a Poly right now for an even 120 a point and say it was meant to be lol

 

[Sandisw]

So not a dramatic drop. I'll say this, as undecided as I am, I would snap up a Poly right now for an even 120 a point and say it was meant to be lol

And that is exactly why I believe that popular near park resorts, including RIV and future restricted resorts won’t fall way too low because people will see them as a great deal!

 

[KAT4DISNEY]

Sure you can walk between the queen bed and murphy bed when it's open, but I meant the actual width of the living area. Places like VGF have a large dedicated nightstand and PVB has two tiny ones. You cannot deny the bathroom setup takes up too much space compared to the split baths like VGF deluxe studios and RIV deluxe studios. The tub and toilet placement is awkward. You can't even blame the previous cash room layout since it doesn't follow that. OP was talking about loving a Moana cash room so it had to be pointed out that a PVB deluxe studio is nothing like a Poly cash room.

PVB is currently $250 per point direct with Disney and is sitting around $145 resale. I do not believe for one second it will still sell for that much when PVB2 comes online for similar current resort pricing if it's the same association like VGF. If I wanted to purchase PVB resale I would wait and if I wanted to sell my PVB contract I would do it before an announcement about PVB2.

I think you mean length, not width? VGF has a single nightside stand. If you have glasses you want ones on both sides of the bed. Going back to DVCFan VGF is a whole 2" longer and 16" less on width so much less roomy. I'm not certain why you feel the size of the living area at PVB is that much smaller than other locations because measurements, pictures, furniture etc show it is not. Riviera is longer but less wide and has 2 good sized bedroom nightstands but next largest at WDW is the PVB living area. I do hear you about the bathrooms in that the toilet room feels awkwardly large but has it has something that is rare in a DVC studio - 2 showers AND 2 bathroom sinks. Neither VGF nor Riviera has that. So the worst thing is some extra space in the toilet/tub/sink bathroom. I had cash stays in those buildings pre-DVC and I'll take the DVC layout any day.

I think the PVB resale price will be more affected by the general overall economy and reflect lower or higher prices along with all other resorts. If DVC hits it out of the park with the new tower and current PVB owners who own to stay there want it then resale might drop a bit if resale supply surges but otherwise I doubt there will be much of a change based on the new direct sales.

 

[PolyRob]

I think you mean length, not width? VGF has a single nightside stand. If you have glasses you want ones on both sides of the bed. Going back to DVCFan VGF is a whole 2" longer and 16" less on width so much less roomy. I'm not certain why you feel the size of the living area at PVB is that much smaller than other locations because measurements, pictures, furniture etc show it is not. Riviera is longer but less wide and has 2 good sized bedroom nightstands but next largest at WDW is the PVB living area. I do hear you about the bathrooms in that the toilet room feels awkwardly large but has it has something that is rare in a DVC studio - 2 showers AND 2 bathroom sinks. Neither VGF nor Riviera has that. So the worst thing is some extra space in the toilet/tub/sink bathroom. I had cash stays in those buildings pre-DVC and I'll take the DVC layout any day.

I think the PVB resale price will be more affected by the general overall economy and reflect lower or higher prices along with all other resorts. If DVC hits it out of the park with the new tower and current PVB owners who own to stay there want it then resale might drop a bit if resale supply surges but otherwise I doubt there will be much of a change based on the new direct sales.

My gripe with PVB is not that a PVB studio is small compared to other deluxe studios. The problem is Disney took the largest guest rooms on property with the largest living space and had the chance to make a huge living space for the first time in a deluxe studio and instead rotated the bathtub and made a gigantic 2nd bathroom with wasted space. I have no idea why Disney did this when it still moved all the plumbing or why Disney made all the longhouses studios when it skimped on them with the CCV conversion. I never compared a PVB deluxe studio to CCV or BCV and said it felt small. I was comparing it to Poly cash rooms which truly have less square footage, but larger living spaces. VGF has similar dimensions and while it has more light, it would still feel small to me which is why I don't book them. OP complained about a BWV studio and loved a Poly cash room. Having never stayed DVC at Poly I felt the need to call out that a PVB deluxe studio may leave a bit to be desired.

I too stayed multiple times at Poly cash and much prefer the cash rooms to the deluxe studio. If I booked a Poly cash room and was told to proceed to a DVC studio because my room was taken out for service I would need to be relocated to a new resort because I would be so dissatisfied. That's why I urged OP to stay in a PVB studio after falling in love with a Moana room prior to purchasing a resale PVB contract that could be excluded from booking PVB2 if it's a new association. A deluxe studio is not a cash room.





Some prefer the deluxe studio at VGF and I personally prefer a resort studio which is why I added more points and was happy about the Big Pine Key conversion.