ROFR Thread July to Sept 2022 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[hereforthechurros]

We touched base with our rep since it’s been 34 days. She said she talked to someone at DVC and they said it would be this week or next. Ugh.

 

[hereforthechurros]

unclelude---$128-$14104-100-SSR-Sep-0/20, 0/21, 200/22, 100/23- sent 6/22, passed 8/15

passed an hour ago!!! ... maybe the sending mishap working in my favor, will never know... but now I wish I would have bid less... lol... I guess a fair deal for loaded eh?

56 days?! Woah. Wonder why yours took SO long.

 

[Joel22]

We touched base with our rep since it’s been 34 days. She said she talked to someone at DVC and they said it would be this week or next. Ugh.

What? So weird! We are at 34 days.. we also spoke to our rep, and someone at DVC said the exact same thing. At least we know it's a stock response then. What resort are you?

 

[HIRyeDVC]

Feeling add-on-itis-y, but also kind of itchy for some Direct points.

What to do, what to do...

Wait for a fire sale at one of the Big 3?

Wait for an even bigger fire sale at Aulani?

Wait for Poly 2?

Give in to impulsivity and just buy another resale contract?

why specifically for direct points? Are you wanting to stay at Riviera? Or VDH? It's anybody's guess wrt another direct firesale. If high points chart aren't your thing, I'd buy more resale like OKW-E or SSR, or maybe even CCV? I personally would buy BCV or BWV since the 2042 doesn't bother me as much as it used to.

 

[CaptainAmerica]

why specifically for direct points? Are you wanting to stay at Riviera? Or VDH?

Probably just FOMO, honestly. My mom really likes Riviera and I feel guilty I can't send her there.

It's anybody's guess wrt another direct firesale.

I'm highly confident they'll do one, and zero percent confident on when. They're ROFRing so much compared to what they're selling. They have to do something with those points eventually.

If high points chart aren't your thing, I'd buy more resale like OKW-E or SSR, or maybe even CCV? I personally would buy BCV or BWV since the 2042 doesn't bother me as much as it used to.

OKWe would be the primary target, AKV second, SSR third.

When Bay Lake Tower did their fire sale, they did $48 off at 300. I would be all over 300 OKW points at $152.

 

[HIRyeDVC]

Probably just FOMO, honestly.


I'm highly confident they'll do one, and zero percent confident on when. They're ROFRing so much compared to what they're selling. They have to do something with those points eventually.


OKWe would be the primary target, AKV second, SSR third.

When Bay Lake Tower did their fire sale, they did $48 off at 300. I would be all over 300 OKW points at $152.

If you're currently not a blue card member, I can understand the FOMO. I think your reasoning sounds logical. Just not sure it will happen again. I think the last round of BLT firesale came during a semi-lull where they needed more WDW options other than Riviera, and VGF wasn't selling yet. I'm not sure what happened with the Aulani firesale in December. That was completely out of left field. And since then, Aulani direct prices have gone up and incentives even less than those of Riviera. Weird. And why would you buy AKV? Didn't you just sell your AKV?

 

[hereforthechurros]

What? So weird! We are at 34 days.. we also spoke to our rep, and someone at DVC said the exact same thing. At least we know it's a stock response then. What resort are you?

AKV. We are buying through the DVC Store.

 

[CaptainAmerica]

In July, Disney sold 11 Old Key West contracts.

In July, Disney bought back 19 Old Key West contracts from DVC Resale Market alone.

That's not sustainable.

Side note, @pkrieger2287, it would be super helpful to see that ROFR report based on points bought back rather than (or in addition to) contracts bought back. Not sure if that data exists or is shareable.

 

[pianomanzano]

Probably just FOMO, honestly. My mom really likes Riviera and I feel guilty I can't send her there.

That FOMO is a slippery slope! We went from an O14 resale contract saying we would just rent out points and rent/cash stay for RIV to buying RIV direct a couple months later and now adding on RIV resale.

 

[CaptainAmerica]

If you're currently not a blue card member, I can understand the FOMO. I think your reasoning sounds logical. Just not sure it will happen again. I think the last round of BLT firesale came during a semi-lull where they needed more WDW options other than Riviera, and VGF wasn't selling yet. I'm not sure what happened with the Aulani firesale in December. That was completely out of left field. And since then, Aulani direct prices have gone up and incentives even less than those of Riviera. Weird.

But again, they're buying more points than they're selling. They have to sell them eventually. (Yeah I know they don't HAVE TO, have to, but... they have to.)

And why would you buy AKV? Didn't you just sell your AKV?

I love AKV but my SSR is the wrong Use Year so that had to go, and I didn't want to be sitting on just 100 WDW points, so AKV had to go too. So I'm 100% Aulani at the moment. I want to get back into WDW but I want 200 to 300. If Direct, I'd definitely buy 150/150 for max incentives.

 

[DonMacGregor]

But again, they're buying more points than they're selling. They have to sell them eventually. (Yeah I know they don't HAVE TO, have to, but... they have to.)


I love AKV but my SSR is the wrong Use Year so that had to go, and I didn't want to be sitting on just 100 WDW points, so AKV had to go too. So I'm 100% Aulani at the moment. I want to get back into WDW but I want 200 to 300. If Direct, I'd definitely buy 150/150 for max incentives.

I'd also be looking at the almost 4 to 1 ROFR to direct sale ratio at SSR as well. They've bought back around 120,000 points YTD, but only have direct sales of about 30,000.

 

[AspenLL]

Just found out ours got taken

BriLam---$126-$34650-275-AKV-Mar-0/21, 100/22, 275/23, 275/24-Seller pays closing- sent 7/16

 

[CaptainAmerica]

I'd also be looking at the almost 4 to 1 ROFR to direct sale ratio at SSR as well. They've bought back around 120,000 points YTD, but only have direct sales of about 30,000.

Ooh where do you source that information? I know where to find direct sales, but where can you see the buybacks? I've just been looking at DVC Resale Market's monthly reports, but that's only one broker and they report contracts, not points.

 

[hereforthechurros]

Hereforthechurros---$132-$27720-210-AKV-Mar-0/21, 195/22, 210/23, 210/24-Seller pays Closing- sent 7/13 - TAKEN 8/15

 

[hereforthechurros]

Just found out ours got taken

BriLam---$126-$34650-275-AKV-Mar-0/21, 100/22, 275/23, 275/24-Seller pays closing- sent 7/16

I was waiting for another batch of AKVs to be taken and here it is.

 

[AspenLL]

I was waiting for another batch of AKVs to be taken and here it is.

Happy Monday to us

 

[DonMacGregor]

Ooh where do you source that information? I know where to find direct sales, but where can you see the buybacks? I've just been looking at DVC Resale Market's monthly reports, but that's only one broker and they report contracts, not points.

www.dvcnews.com charts all direct, resale, and buyback numbers via review of deeds recorded with the OC Comptroller. I didn't add up those number, but they were posted by another member who went back and added up all the stats provided by dvcnews YTD.

 

[Sandisw]

Feeling add-on-itis-y, but also kind of itchy for some Direct points.

What to do, what to do...

Wait for a fire sale at one of the Big 3?

Wait for an even bigger fire sale at Aulani?

Wait for Poly 2?

Give in to impulsivity and just buy another resale contract?

I am routing for you that one of your choices fire sales this fall!

 

[Jimmy Geppetto]

I am routing for you that one of your choices fire sales this fall!

We should find out August 25th!

 

[badeacon]

Just found out ours got taken

BriLam---$126-$34650-275-AKV-Mar-0/21, 100/22, 275/23, 275/24-Seller pays closing- sent 7/16

Hereforthechurros---$132-$27720-210-AKV-Mar-0/21, 195/22, 210/23, 210/24-Seller pays Closing- sent 7/13 - TAKEN 8/15

Sorry to hear. Wonder if the March use year has a role in the taking as other AKV have had some passing recently?