ROFR Thread April to June 2025 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*


Lol, is it sad that an Aulani buyback is the most exciting part of my day??!? ... so far.

Do we know if it was subsidized? ... not that we expect the ROFR monster throwing darts to make sense ...
Everything ROFR has been doing has made complete sense to me.

1) OKW- extending 2042 to 2057 and getting those dues handled.

2) VGF- Lots of demand from people who bought during the fire sale and are finding they need more for that point chart. Also next to Poly is someone wants that.

3) Grand Cal- Lots of people willing to add on. Also makes VDH look inexpensive for prospective buyers.

4) Aulani- Surge of contracts by some commercial buyers have really hit prices. Buy points cheap and create a drop down product for West Coast buyers. Yes, they already have inventory points for this…. but maybe not as many as everyone thinks…. especially if they can buy them for $76-$86pp….

This also could dissuade the notion that “Disney doesn’t care about resale prices…” I guarantee you a team inside DVC management knows what the average resale price is and that if it gets too low at certain resorts it makes it very hard to sell direct.

Now… why not take cheap RIV resale as well at $115pp? Maybe because they have a lot of other WDW inventory…. but I predict it will happen at some point within the next 24 months…. especially if RIV “sells out” over the next 12m.

With that said, it would not surprise me at all if DVCRM comes back out and writes that DVC accidentally pressed a ROFR button and it didn’t actually take an Aulani contract.
 
Everything ROFR has been doing has made complete sense to me.

1) OKW- extending 2042 to 2057 and getting those dues handled.

2) VGF- Lots of demand from people who bought during the fire sale and are finding they need more for that point chart. Also next to Poly is someone wants that.

3) Grand Cal- Lots of people willing to add on. Also makes VDH look inexpensive for prospective buyers.

4) Aulani- Surge of contracts by some commercial buyers have really hit prices. Buy points cheap and create a drop down product for West Coast buyers. Yes, they already have inventory points for this…. but maybe not as many as everyone thinks…. especially if they can buy them for $76-$86pp….

This also could dissuade the notion that “Disney doesn’t care about resale prices…” I guarantee you a team inside DVC management knows what the average resale price is and that if it gets too low at certain resorts it makes it very hard to sell direct.

Now… why not take cheap RIV resale as well at $115pp? Maybe because they have a lot of other WDW inventory…. but I predict it will happen at some point within the next 24 months…. especially if RIV “sells out” over the next 12m.

With that said, it would not surprise me at all if DVCRM comes back out and writes that DVC accidentally pressed a ROFR button and it didn’t actually take an Aulani contract.
Agree, agree, agree, agree, agree, agree and agree.
 
We double checked and emailed them back before reporting this just to be sure! 🤣
Thanks, Paul. I’ve been waiting all afternoon to see if this could be an error (not on your part but on Disney’s). 🤪

I could see this working two ways: (1) it sets a floor on prices (despite commercial sellers getting out) if ROFR is more frequent at the resorts seeing the most new listings and/or (2) more contracts sit longer as sellers hope for a turnaround and buyers don’t bother making aggressive offers that they assume will get snapped up anyway. I don’t think Disney especially cares how long resale contracts sit on the market so it could be a win for them either way.
 
Now… why not take cheap RIV resale as well at $115pp? Maybe because they have a lot of other WDW inventory…. but I predict it will happen at some point within the next 24 months…. especially if RIV “sells out” over the next 12m.
This line of thinking is what made me pull the trigger on our RIV resale purchase. Feeling pretty smug right now, someone slap me back to reality. 😂
 
This line of thinking is what made me pull the trigger on our RIV resale purchase. Feeling pretty smug right now, someone slap me back to reality. 😂
I don't know, the next RIV contract that shows up in my use year I'm gonna have a real hard time not pressing that Offer button (the last one I came real close too).

Guess I need a slap too....
 















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