PVB Tower Charts, Sales Date and more!!!

Hello all, new here but have been reading a lot.
I keep seeing people mentioning $225/point, but my guide recently emailed a confirmation that the new Poly will be $250/point.
Am i missing something?
 

First of all, I totally appreciate everyone on here who does so much forensic work! Looking at you, @maui22, @ehhh, @Sandisw, @Cabius, and others. I love that you guys comb through the filings to come up with points charts, blueprints, water reports, etc. I am curious about Reflections activity!

Second, if the PIT is $225pp, MB +/-$20pp, and what kind of developer discount are you expecting for 150, 200, 250, and 300 points?

Is there a Welcome Home credit they offered, too, of $2-$3k, or am I misremembering? Was that if you already had a cash stay booked somewhere that could get converted to a points stay or something?

Basically, at $225pp, -$20 MB, -$10/$15/$20/$25pp depending on how many points you buy, are we thinking it gets to $175 or $185, or is that too optimistic?
I think it's going to be between $180 and $185 at 150 pts.
 
I have not posted here for quite sometime and don't wish to search through hours of a thread so quick question. Will the existing Poly owners also own at the new tower?

Thanks in advance

Are you asking if existing PVB owners have home resort advantage for the tower rooms? Yes.

But, what someone actually owns is a piece of the unit they are deeded. Current owners are deeded to the original longhouses or a bungalow.

Those buying or adding on now will be deeded to the new tower. But, as mentioned, it doesn’t change the home resort aspect.
 
Are any guides giving hints about incentives (such as, why don't you wait until next week before locking in RIV)?
They won’t have that info until the day before.

And, they won’t really tell you because if what comes out doesn’t work for the potential buyer it could cause an issue.
 
Hello all, new here but have been reading a lot.
I keep seeing people mentioning $225/point, but my guide recently emailed a confirmation that the new Poly will be $250/point.
Am i missing something?
Your “shady” guide is missing something. lol
 
this has been my experience as well. They'll drop hints.
When I spoke to my guide last Tuesday (when the point charts were posted) she was firm that the Sales Price wasn't determined yet, but when I pointed out that it was posted on the website at $225/point - she went online and checked for herself and said:

"Well now that I know its public, yes it is going to launch at $225/point. If the website has it printed then I can say it, but we weren't supposed to say as such".

Later in the convo she said she wasn't sure if the Welcome Home incentive would be offered - which I sort of of took in faith that perhaps she knew it was going away. Again nothing concrete here....just sharing what I know.
 
What’s the reason?
Along with what others pointed out, they get the capex back a lot quicker. The dvc points sell out within a couple years give or take usually (minus aulani, RIV, and CFW, but those first two they do well on the cash side so its best of both worlds for Disney), so instead of having a much longer timeline for getting the building paid off, its essentially paid for with profit in a matter of years. Disney still also gets to rent those rooms for cash from their own points they keep, breakage, and trades (like when a dvc member uses points on a cruise).
 
$175-$185 is consistent with the current discounted pricing for RIV.

There's honestly a lot of variation from quarter to quarter in both the size and structure of discounts.

The past few quarters they seem to have settled into a pattern of three types of discounts:
  • A per-point Existing Member discount that applies regardless of how many points you purchase (excluding very small contracts) -- currently $17/point starting at 100 points
  • A dollar-amount "Welcome Home" discount that becomes more generous the more points you purchase -- currently starting at $1500 for 150 points or more
  • Optional MB to sell back your first-year points -- currently $20/point
If they just rolled the existing promo over, pricing would be pretty good:

View attachment 897840

I don't think they usually just roll the same promo terms over. I wouldn't be shocked if they were significantly less generous with PIT incentives, and offered better deals for CFW/RIV. I kinda see the pricing above as an unlikely best-case, and mentally I'm adding about $12-$15 to every number. But, that's total speculation based on the sense that this will be a high-demand offering at any price.

Feel free to make a copy of this sheet if you want to play around with some assumptions and see what it could end up looking like:
https://docs.google.com/spreadsheets/d/1cAp2SFkrjsSWqSK5HBuXqID22gsC8nI37tcMeipCr_0/edit?usp=sharing

Is "Welcome Home" money off your purchase price? or are they giving you money back in other ways like incentives?
 
Along with what others pointed out, they get the capex back a lot quicker. The dvc points sell out within a couple years give or take usually (minus aulani, RIV, and CFW, but those first two they do well on the cash side so its best of both worlds for Disney), so instead of having a much longer timeline for getting the building paid off, its essentially paid for with profit in a matter of years. Disney still also gets to rent those rooms for cash from their own points they keep, breakage, and trades (like when a dvc member uses points on a cruise).
only having to carry the financial burden of 2% of the DVC rooms, also allows for a much greater variety in properties. If they had to pay for the whole thing there is no way they could offer everything from glamping with your dog to the shiny new tower and so on. Disney directly benefits by being able to offer their cash customers a wide variety of options to keep them vacationing in the same place year after year without it getting stale.
 
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