Price Increases Mid January

[Madame]

You all know what this means for the longer term don't you. There's going to be a whole new line of resorts built in the premium locations (south contemporary garden wing, new building at poly, new epcot resort, etc.). And if you want to stay in these new premium location buildings instead of the older ones, you'll have to purchase direct, or purchase a resale that is only good at that location. The current resorts will quickly become the "old legacy resorts" over the next 10 years, while several newer fancier ones come online. And if you want to stay at all of these you'll mostly have to be a direct purchaser or someone who purchased resale "way back before 2019" (as the saying will go in 2029). This is a long term strategy, folks, and will be creating 2 tiers.

Or we just wait until the economy dumps all over their plans and pick up anything we want for cheap...

 

[freediverdude]

Or we just wait until the economy dumps all over their plans and pick up anything we want for cheap...

Well Disney would pick up anything that they consider too low so they can resell at direct pricing, so i don't think it can go super low, especially for new resorts.

 

[Madame]

Well Disney would pick up anything that they consider too low so they can resell at direct pricing, so i don't think it can go super low, especially for new resorts.

I’m pretty sure that after 2008 ROFR was suspended for a time.

 

[Ben E N]

Well Disney would pick up anything that they consider too low so they can resell at direct pricing, so i don't think it can go super low, especially for new resorts.

Then they would be left sitting on a bunch of contracts, and their dues, with fewer people to rent out those rooms due to the down economy.

 

[freediverdude]

Disney can afford to sit on points for a while, and possibly discount rooms, but a down economy only lasts a few years if it happens, this is a much longer term strategy.

 

[Cbtexan04]

Would be interesting to see the point rental market after all is said and done. Those with contracts before 2019 would be able to rent stays at DVC2 locations, which I would assume bring in higher price-per-point value.

 

[freediverdude]

And to add, now I may be speculating here, but I understand why Poly was built the way it was, only using existing buildings and not much new, because this plan may have been decided around that time, and they wanted to leave building a new building for dvc2. All starting to make more sense now.

 

[_auroraborealis_]

I don't think Disney is thinking long term. I really don't. The P&L divisions are held to is not long-term.

This is a flaw in much of the US market, not just Disney.

 

[KAT4DISNEY]

I’m pretty sure that after 2008 ROFR was suspended for a time.

It was virtually non-existent for awhile - more like 2009 or 2010? I sweated out my first ROFR's in 2008.

But direct points also had some pretty good discounts and incentives for purchase.

 

[Ben E N]

And to add, now I may be speculating here, but I understand why Poly was built the way it was, only using existing buildings and not much new, because this plan may have been decided around that time, and they wanted to leave building a new building for dvc2. All starting to make more sense now.

Or it could be that they can't add on to Poly because of restrictions about plumbing, and want to leave some of the hotel for people who are willing to pay $600 per night to stay on the hotel side.
As master-plan oriented as this may all seem, it really seems to be pointing more towards long-term thinking. Once resort contracts start running out in 23 years, Disney can start throwing their weight around. With the way things currently are set up, though, they can't. Many people buy SSR resale points to stay elsewhere. With this restriction, they wouldn't be able to do that and then stay at the new Beach Club 25 years from now.

 

[KAT4DISNEY]

Disney can afford to sit on points for a while, and possibly discount rooms, but a down economy only lasts a few years if it happens, this is a much longer term strategy.

That's not what they do though. It's the most money they can get today.

 

[freediverdude]

Or it could be that they can't add on to Poly because of restrictions about plumbing, and want to leave some of the hotel for people who are willing to pay $600 per night to stay on the hotel side.
As master-plan oriented as this may all seem, it really seems to be pointing more towards long-term thinking. Once resort contracts start running out in 23 years, Disney can start throwing their weight around. With the way things currently are set up, though, they can't. Many people buy SSR resale points to stay elsewhere. With this restriction, they wouldn't be able to do that and then stay at the new Beach Club 25 years from now.

That of course is part of it too once the current ones expire. But in the meantime don't be surprised at new monorail and epcot resorts. They'll want to make dvc2 attractive quickly.

 

[KAT4DISNEY]

That of course is part of it too once the current ones expire. But in the meantime don't be surprised at new monorail and epcot resorts. They'll want to make dvc2 attractive quickly.

The one that occurred to me was the location near the front of Epcot. Sad - I was hoping for that but I'll live without it. Actually I guess I wouldn't have to live without it but I would if I were considering resale vs super expensive direct with very restricted resale options.

 

[TheMick424]

Anyone have intel on the new direct prices? Very curious about some of them, especially AKV

 

[Drewferin]

Anyone have intel on the new direct prices? Very curious about some of them, especially AKV

I'm also interested in new direct pricing. I currently own AKV and want the new price pp. I specifically asked this in an email to my CM on Sat before sh!t hit the fan today. Will report back if he ever emails me back.

 

[Cbtexan04]

Anyone have intel on the new direct prices? Very curious about some of them, especially AKV

Maybe I’m out of the loop here, but why AKV specifically?

 

[Ben E N]

That of course is part of it too once the current ones expire. But in the meantime don't be surprised at new monorail and epcot resorts. They'll want to make dvc2 attractive quickly.

I will agree that BLT South seems almost like a given. Once Coronado is done, the conference business can move over there, and it leaves a lot of space to build something new right on the monorail loop.

 

[TheMick424]

Maybe I’m out of the loop here, but why AKV specifically?

In my case it is because that is where I currently own.

 

[freediverdude]

The one that occurred to me was the location near the front of Epcot. Sad - I was hoping for that but I'll live without it. Actually I guess I wouldn't have to live without it but I would if I were considering resale vs super expensive direct with very restricted resale options.

Yes the one in front of epcot will be a biggie for dvc2. An epcot resort that is also a monorail resort, talk about location. People will pay big for that one, and resale will still be valuable there even if limited to staying there lol.

 

[freediverdude]

I will agree that BLT South seems almost like a given. Once Coronado is done, the conference business can move over there, and it leaves a lot of space to build something new right on the monorail loop.

All starting to make sense now isn't it, why they left that building on the table.