PVB Tower Charts, Sales Date and more!!!

[chrisqr]

Have note when I checked my chase account it categorized the charge as a Timeshare. Not sure if that will change at all but I’ve been reading people saying it’s counts as travel for the bonus points. Looks like they may have closed that loophole.

Every chase charge I have made to DVC has been coded Timeshares which is still treated by Chase as a travel expense. For that matter, the board sponsor for rentals is coded the same way. If you’re using the app, you can look for the little airplane to confirm it’s still a Travel coding. You do need to be using a card that gives you a bonus on travel for it to matter.

 

[Steelers0854]

Every chase charge I have made to DVC has been coded Timeshares which is still treated by Chase as a travel expense. For that matter, the board sponsor for rentals is coded the same way. If you’re using the app, you can look for the little airplane to confirm it’s still a Travel coding. You do need to be using a card that gives you a bonus on travel for it to matter.

Phew! That’s a relief! Yay more points!

 

[atthebeachclub]

Every chase charge I have made to DVC has been coded Timeshares which is still treated by Chase as a travel expense. For that matter, the board sponsor for rentals is coded the same way. If you’re using the app, you can look for the little airplane to confirm it’s still a Travel coding. You do need to be using a card that gives you a bonus on travel for it to matter.

To add onto this…I have purchased WDW tickets through the board sponsor’s rental side and through undercovertourist.com on my Chase card, and both coded as travel!

 

[BrianLo]

The problems are, as best as I can tell:

• Too expensive up front
• Too much ongoing cost (ToT+dues)
• Too many points in an ME eligible contract vs what a night costs. The building is almost entirely studios and you have to buy 6-8 nights of points. Who’s taking that long of a trip to Disneyland? Wildly limits your
• Not *that* conveniently accessible to DL or DCA
• Resale restrictions will make selling the property a massive loss

The CastAStone plan to fix VDH:

• I would lower VDH to the same price as WDW and offer actual good incentives
• I would slightly lower the cash prices to lower the corresponding TOT; it wouldn’t even cost them much since they usually discount those rooms 10-20%.
• I would set the floor at 75 or 100 points for ME for just VDH. Or say if you buy 100 points at VDH you can buy ME eligibility for, I dunno, $1500 more.
• I would advertise the monorail as part of the resort and actually open it before the park.

They’ll never do any of these things because they would cost money and force them to admit they had been arrogant. But that’s a plan to fix it.

So the one thing I will say is that I’m not as certain as you guys are they want to pump and dump VDH in the same way they do WDW resorts. The biggest limiting factor on Disneyland is going to be inventory, they simply can’t conceivably offer 50 years of contiguous inventory. Unlike their nearly unlimited developmental ability in Florida.

The odds of the Toy Story lot being developed this decade for the next DVC are practically zero. So unless they actually want to run out of Disneyland sales inventory again, the tower needs to be slow rolled over at least 6-7 years.

I say this because the simplest thing is letting VDH lapse toward WDW base pricing. The fact they are not implies more strongly to me this pricing is quite purposeful. We’ll see again next price hike for sure.

 

[BrianLo]

The one silver lining to the higher point chart is that it will make those rooms much less attractive to commercial renters. I actually think we’ll see higher point charts going forward for a variety of reasons (not necessarily higher than PolyT) but one of them is that commercial renting has become so common Disney can’t afford to have point charts low enough to make it profitable to rent villas at $750/night.

This is where Poly actually really worries me the most. It still seems half-lucrative for commercial renters to scoop up the standard views. Poly completely detaches from reality outside of the standard views. At best we can tell, optimistically, about 15-20% of the new tower is standard?


Just look at VDH versus Poly. Everyone was apoplectic about the transient taxes, but that same 30% premium is now stuck into Poly if you start to assume you can never book standard views as a non commercial renter.

Best case scenario you have a fixed week at Poly, but that still saddles you with another 10% premium… and the terrible, terrible math of a direct contract.

 

[AstroBlasters]

This is where Poly actually really worries me the most. It still seems half-lucrative for commercial renters to scoop up the standard views. Poly completely detaches from reality outside of the standard views. At best we can tell, optimistically, about 15-20% of the new tower is standard?


Just look at VDH versus Poly. Everyone was apoplectic about the transient taxes, but that same 30% premium is now stuck into Poly if you start to assume you can never book standard views as a non commercial renter.

Best case scenario you have a fixed week at Poly, but that still saddles you with another 10% premium… and the terrible, terrible math of a direct contract.

View attachment 909022

VDH for the most part has garbage views…. it just does

Poly TPV are likely going to be the best you can get for a day and night combo view outside of Aulani Ocean View.

 

[CastAStone]

So the one thing I will say is that I’m not as certain as you guys are they want to pump and dump VDH in the same way they do WDW resorts. The biggest limiting factor on Disneyland is going to be inventory, they simply can’t conceivably offer 50 years of contiguous inventory. Unlike their nearly unlimited developmental ability in Florida.

The odds of the Toy Story lot being developed this decade for the next DVC are practically zero. So unless they actually want to run out of Disneyland sales inventory again, the tower needs to be slow rolled over at least 6-7 years.

I say this because the simplest thing is letting VDH lapse toward WDW base pricing. The fact they are not implies more strongly to me this pricing is quite purposeful. We’ll see again next price hike for sure.

I just couldn’t disagree with this more. You don’t build a timeshare to sit on it.

More to the point, Disney just this year got permission from the city to build 3000 additional timeshare units in Anaheim’s DRSP. They’re explicitly not allowed to use them at Pixar Pier, and functionally not allowed to convert much more GCH or DLH (they have to keep 1,886 non-timeshare hotel rooms).

They will need to build them new. And they’re lining up their ducks to do so.

The fact that they can easily sell out the tower for cash is a reason to build *more* rooms, not to stop. But if they want to keep pawning those construction costs off on us, they need to actually sell VDH before they build whatever comes next. And yes, the way the document is written it is crystal clear that Disney’s next hotel target is the “southeast district” aka Toy Story lot, as the city felt the need to put in brand new specific caps and ordinances that only apply to that section of land.

 

[BrianLo]

VDH for the most part has garbage views…. it just does

Poly TPV are likely going to be the best you can get for a day and night combo view outside of Aulani Ocean View.

Oh the views are totally hot garbage…

But it’s the audacity of the massive step up to the premium view category at Poly proceeding it that is the problem.

In other words I don’t have a problem with a 30% premium on a theme park view. I have the problem with the 30% premium on golf course views and a 60% premium on Theme park. (Or not theme park in this duo studio case). Especially when Bay Lake Tower is a thing.

 

[BrianLo]

I just couldn’t disagree with this more. You don’t build a timeshare to sit on it.

More to the point, Disney just this year got permission from the city to build 3000 additional timeshare units in Anaheim’s DRSP. They’re explicitly not allowed to use them at Pixar Pier, and functionally not allowed to convert much more GCH or DLH (they have to keep 1,886 non-timeshare hotel rooms).

They will need to build them new. And they’re lining up their ducks to do so.

The fact that they can easily sell out the tower for cash is a reason to build *more* rooms, not to stop. But if they want to keep pawning those construction costs off on us, they need to actually sell VDH before they build whatever comes next. And yes, the way the document is written it is crystal clear that Disney’s next hotel target is the “southeast district” aka Toy Story lot, as the city felt the need to put in brand new specific caps and ordinances that only apply to that section of land.

I know you don’t build timeshares to sit on them, but you also don't run a timeshare arm that runs out of inventory so the companies revenues sputter to a halt.

I just don’t think the Toy Story redevelopment is actually imminent. While they have permission to build a lot of timeshares, is that actually 50 years worth at an accelerated sales cycle? If it is… then yes VDH is failing. If they want to develop Toy Story imminently, VDH is failing.

I think where we really disagree is that there is developmental expediency. Because otherwise yes I completely agree they’d want it moving faster.

Why they aren’t pulling the obvious lever is what I am maybe reading into.

 

[HyperspaceMountainPilot]

VDH for the most part has garbage views…. it just does

Poly TPV are likely going to be the best you can get for a day and night combo view outside of Aulani Ocean View.

The 6th floor of VGC facing south would beg to differ.

More to the point, Disney just this year got permission from the city to build 3000 additional timeshare units in Anaheim’s DRSP. They’re explicitly not allowed to use them at Pixar Pier, and functionally not allowed to convert much more GCH or DLH (they have to keep 1,886 non-timeshare hotel rooms).

Did not know this…you’re making me feel MUCH better about buying VGC this summer. I was worried I’d finally pull the trigger only to be able to get direct around the same price in a year or two.

And yes, the way the document is written it is crystal clear that Disney’s next hotel target is the “southeast district” aka Toy Story lot, as the city felt the need to put in brand new specific caps and ordinances that only apply to that section of land.

I can’t believe they plan to put the next hotel even further from the parks/bubble than VDH. Is it getting a skyliner or something?

 

[AstroBlasters]

The 6th floor of VGC facing south would beg to differ.

Did not know this…you’re making me feel MUCH better about buying VGC this summer. I was worried I’d finally pull the trigger only to be able to get direct around the same price in a year or two.

I can’t believe they plan to put the next hotel even further from the parks/bubble than VDH. Is it getting a skyliner or something?

The reason I didn’t include any VGC is because you don’t know what view you are getting when you book…. but anyone who gets a 6th floor Theme Park room definitely has something to celebrate.

 

[HyperspaceMountainPilot]

The reason I didn’t include any VGC is because you don’t know what view you are getting when you book…. but anyone who gets a 6th floor Theme Park room definitely has something to celebrate.

Absolutely fair point— getting assigned a room at VGC is a total wild card…this is our 4th stay on the villas side and first time with anything other than a fence/wall.

 

[GADisneyDad14]

@GADisneyDad14 did you decide to cross over to the dark (DVC) side and buy into the tower or are you still thinking about it?

Ha! Not yet. Tempted though. I do feel like I may be among their target market - I like views, I like monorail resorts, and I like larger accommodations, and am sort of used to the (ever increasing) price point to get those things on the hotel side. I understand the seemingly majority opinion around here about the price/points chart/lack of incentives, but frankly the all-in cost for the type of room/view we'd want doesn't terribly shock me relative to similar WDW and surrounding area accommodations. I think I would have been more into it if it had been a separate association but not sure.

I used to all but ignore DVC and these boards but have done more lurking the last few years just to follow the info and conversation. Concepts like Island Tower and even Reflections absolutely appeal to my WDW Vacation Kingdom heart. Disney moved me to a BLT 2BR TPV room during Covid when Poly was closed and I've had a small itch for that place ever since as well, so have my eye on the current renovations.

But alas, what's always held me back from DVC is more our flexible scheduling needs more than anything else - while we go frequently, it's at irregular and unpredictable times, sometimes last minute, and often needing frequent modification. I've never been completely comfortable that it makes sense for us.

Ultimately, I think my interest with the Tower is as a fan of the resort and probably not a potential buyer. But a couple of Lapu Lapu's and 30 minutes at the lobby kiosk could get me in trouble - so who knows.

I've enjoyed the banter, insight, and knowledge shared amongst the hundreds of pages of Island Tower threads though.

 

[CastAStone]

The 6th floor of VGC facing south would beg to differ.

Did not know this…you’re making me feel MUCH better about buying VGC this summer. I was worried I’d finally pull the trigger only to be able to get direct around the same price in a year or two.

I can’t believe they plan to put the next hotel even further from the parks/bubble than VDH. Is it getting a skyliner or something?

I imagine there will be a back entrance built into California adventure exclusively for hotel guests. But yeah, DL will be the same walk as the (quite lovely for the price) Hyatt House. Which is closer than say the walk from GF to MK, but does feel outside the bubble, especially when you pass that 7-eleven.

 

[CastAStone]

They’re explicitly not allowed to use them at Pixar Pier,

I should clarify this as I wrote it clumsily - they cannot use the existing PP site/building for timeshares. They could build a building directly behind it or next to it in the parking lots and sell that as PPH DVC.

 

[CastAStone]

But alas, what's always held me back from DVC is more our flexible scheduling needs more than anything else - while we go frequently, it's at irregular and unpredictable times, sometimes last minute, and often needing frequent modification. I've never been completely comfortable that it makes sense for us.

Sounds like you’d wind up spending a lot of your DVC points at SSR or OKW. That would steer me away too, unless I absolutely loved those resorts (I happen to like both a lot)

 

[Electron_si]

Has anyone seen any info on Wailulu opening and when ADR’s will be available?

We are staying at the PIT opening week and we’re hoping to grab a reservation for dinner.

 

[DVCsloth]

Seems to me that the last few resorts that DVC has offered, there is some sort of catch to buying there. Riviera is the restrictions, Disney Hotel, restrictions and TOT, CFW high dues and few amenities, Polynesian, potential competition from millions of eligible points from existing poly owners. I still think all of them are nice, but I won't be adding on anytime soon.

 

[tx911]

Seems to me that the last few resorts that DVC has offered, there is some sort of catch to buying there. Riviera is the restrictions, Disney Hotel, restrictions and TOT, CFW high dues and few amenities, Polynesian, potential competition from millions of eligible points from existing poly owners. I still think all of them are nice, but I won't be adding on anytime soon.

I'm resisting atm, but I really feel the need for a few more RIV points, say 100 or so.

I wouldn't mind some Poly points, but I have most of mine at VGF so I'm already an owner at the adjacent property. Plus I would like to see if the theme park view studios are bookable at 7 months.

 

[Tatebeck]

I'm resisting atm, but I really feel the need for a few more RIV points, say 100 or so.

I wouldn't mind some Poly points, but I have most of mine at VGF so I'm already an owner at the adjacent property. Plus I would like to see if the theme park view studios are bookable at 7 months.

Similar spot for me but with some BLT instead of VGF. I'd love some Poly points, but not at current prices.

We have a good amount of points that we have trouble using if not bringing family or friends so an occasional room at 7 months might just be good enough for us, even if it's an expensive view. I think I like the idea of cheap points used occasionally for an expensive view over points that were expensive 100% of the time.

I'll check for a smoking deal on resale as prices come down or a fire sale offer direct.