ROFR Thread July to Sept 2023 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[BeachClub2014]

DIS_Tommyboy---$95-$10820-100-SSR-Mar-0/22, 0/23, 200/24, 100/25- sent 9/25, passed 9/29

FASTEST ROFR EVER!

That is crazy fast. Congratulations!

 

[HyperspaceMountainPilot]

DIS_Tommyboy---$95-$10820-100-SSR-Mar-0/22, 0/23, 200/24, 100/25- sent 9/25, passed 9/29

FASTEST ROFR EVER!

Holy cow! Congrats!

Anybody have theories as to why Disney is suddenly pedal to the metal on approving ROFRs? I’m a perennial pessimist, but it makes me think they are worried the market might collapse and want to get resales closed ASAP.

 

[BeachClub2014]

Holy cow! Congrats!

Anybody have theories as to why Disney is suddenly pedal to the metal on approving ROFRs? I’m a perennial pessimist, but it makes me think they are worried the market might collapse and want to get resales closed ASAP.

Maybe because their fiscal year ends (I think) tomorrow and they want to clear pending requests? Pure speculation.

 

[HyperspaceMountainPilot]

Maybe because their fiscal year ends (I think) tomorrow and they want to clear pending requests? Pure speculation.

I’m definitely open to other possibilities, but can’t understand how pending ROFR would affect their balance sheet or financial metrics at all. Does anybody know if they even disclose in their Ks/Qs any specifics about resale prices or ROFRs passed/taken?

 

[BeachClub2014]

I’m definitely open to other possibilities, but can’t understand how pending ROFR would affect their balance sheet or financial metrics at all. Does anybody know if they even disclose in their Ks/Qs any specifics about resale prices or ROFRs passed/taken?

I really have no idea.. My only thought is that come October 1st they may have a new pool of money available for ROFR?

 

[tom1944]

Here is some data on BLT SEPTEMBER RECORDED DEEDS for anyone interested.

			BAY LAKE TOWER 150-200 POINT CONTRACTS
$ 19,200.00		160​	$ 120.00
$ 20,000.00		160​	$ 125.00
$ 20,000.00		160​	$ 125.00
$ 20,800.00		160​	$ 130.00
$ 20,800.00		160​	$ 130.00
$ 20,960.00		160​	$ 131.00
$ 21,000.00		160​	$ 131.25
$ 21,600.00		160​	$ 135.00
$ 21,760.00		160​	$ 136.00
$ 21,920.00		160​	$ 137.00
$ 22,080.00		160​	$ 138.00
$ 23,840.00		160​	$ 149.00
$ 21,450.00		165​	$ 130.00
$ 23,220.00		180​	$ 129.00
$ 23,400.00		180​	$ 130.00
$ 26,100.00		180​	$ 145.00
$ 26,400.00		200​	$ 132.00
$ 27,000.00		200​	$ 135.00
$ 28,400.00		200​	$ 142.00
$ 28,800.00		200​	$ 144.00
$ 28,800.00		200​	$ 144.00
$ 29,000.00		200​	$ 145.00
$ 27,400.00		200​	$ 137.00
$ 543,930.00		4025​

 

[JackosinDIS]

DIS_Tommyboy---$95-$10820-100-SSR-Mar-0/22, 0/23, 200/24, 100/25- sent 9/25, passed 9/29

FASTEST ROFR EVER!

Wow! Mine went on 9/23 so hope it’s in the same pile as yours!

 

[JackosinDIS]

Holy cow! Congrats!

Anybody have theories as to why Disney is suddenly pedal to the metal on approving ROFRs? I’m a perennial pessimist, but it makes me think they are worried the market might collapse and want to get resales closed ASAP.

May be they are going on vacation and just want to get their desk clear

 

[pangyal]

Updated!

The last Q3 update of 2023 that will EVER happen

New thread on the horizon!

 

[MBland54]

MBland54---$110-$19,369-170-BWV-Oct-283/23, 170/24, 170/25-Seller pays 23 dues- sent 9/29

 

[TheDailyMoo]

MBland54---$110-$19,369-170-BWV-Oct-283/23, 170/24, 170/25-Seller pays 23 dues- sent 9/29

Am currently looking at BWV and this is fabulous. Nice catch!

 

[Sandisw]

Here is some data on BLT SEPTEMBER RECORDED DEEDS for anyone interested.

			BAY LAKE TOWER 150-200 POINT CONTRACTS
$ 19,200.00		160​	$ 120.00
$ 20,000.00		160​	$ 125.00
$ 20,000.00		160​	$ 125.00
$ 20,800.00		160​	$ 130.00
$ 20,800.00		160​	$ 130.00
$ 20,960.00		160​	$ 131.00
$ 21,000.00		160​	$ 131.25
$ 21,600.00		160​	$ 135.00
$ 21,760.00		160​	$ 136.00
$ 21,920.00		160​	$ 137.00
$ 22,080.00		160​	$ 138.00
$ 23,840.00		160​	$ 149.00
$ 21,450.00		165​	$ 130.00
$ 23,220.00		180​	$ 129.00
$ 23,400.00		180​	$ 130.00
$ 26,100.00		180​	$ 145.00
$ 26,400.00		200​	$ 132.00
$ 27,000.00		200​	$ 135.00
$ 28,400.00		200​	$ 142.00
$ 28,800.00		200​	$ 144.00
$ 28,800.00		200​	$ 144.00
$ 29,000.00		200​	$ 145.00
$ 27,400.00		200​	$ 137.00
$ 543,930.00		4025​

Can you find PVB? Or RIV???

 

[tom1944]

Can you find PVB? Or RIV???

I will go back and look over the weekend. I will do Riv first since I am interested in those resale contracts

I plan to do a better job in October by adding the use year, title company and date the contract was signed.

 

[HyperspaceMountainPilot]

I will go back and look over the weekend. I will do Riv first since I am interested in those resale contracts

I plan to do a better job in October by adding the use year, title company and date the contract was signed.

This is great data. Thanks for sharing. I would be surprised if there are many RIV contracts to share. Would love to see PVB.

It really surprised me that the mean price point in the bigger BLT contracts seemed higher than the smaller ones.

 

[tom1944]

Here is Riviera from 9/1 through 9/8 there were 77 recorded. 70 direct. I will do more tomorrow. I will start tracking for October. My thought is the title company may give us an idea on who the resale company was although it is not 100% accurate. I am pretty sure Magic Vacation is one broker's title company..

SEPTEMBER RIVIERA RESALES

TOTAL COST POINTS USE YEAR PRICE PER POINT CONTRACT DATE TITLE COMPANY

$25,000.00 200 OCTOBER $125.00 8/24/2023 CAMMY SMITH
$24,150.00 210 JUNE $115.00 8/21/2023 DUNCAN TITLE
$15,900.00 100 OCTOBER $159.00 7/31/2023 MAGIC VACATION
$20,400.00 150 DECEMBER $136.00 8/4/2023 MAGIC VACATION
$35,750.00 286 MARCH $125.00 8/30/2023 MAGIC VACATION
$25,000.00 200 OCTOBER $125.00 8/28/2023 MAGIC VACATION
$22,400.00 175 DECEMBER $128.00 8/29/2023 MAGIC VACATION














$168,600.00 1321

 

[tom1944]

This is great data. Thanks for sharing. I would be surprised if there are many RIV contracts to share. Would love to see PVB.

It really surprised me that the mean price point in the bigger BLT contracts seemed higher than the smaller ones.

For the month Poly had 95 deeds recorded

10 direct and 13 were transfers or foreclosures where there was not a true sale.

72 to check when I have time.

 

[tom1944]

This is great data. Thanks for sharing. I would be surprised if there are many RIV contracts to share. Would love to see PVB.

It really surprised me that the mean price point in the bigger BLT contracts seemed higher than the smaller ones.

I believe the higher price may be because there are more 160 point contracts for sale than 200 point contracts. The sample size is too small to be sure but as I do more we should have a better idea

 

[CarolynFH]

I believe the higher price may be because there are more 160 point contracts for sale than 200 point contracts. The sample size is too small to be sure but as I do more we should have a better idea

Are you seeing more 160 point contracts at BLT? I think 160 might have been the minimum purchase for a new member when BLT was in active sales, so there are likely to be a lot that size.

 

[tom1944]

Are you seeing more 160 point contracts at BLT? I think 160 might have been the minimum purchase for a new member when BLT was in active sales, so there are likely to be a lot that size.

Yes

 

[Sandisw]

Here is Riviera from 9/1 through 9/8 there were 77 recorded. 70 direct. I will do more tomorrow. I will start tracking for October. My thought is the title company may give us an idea on who the resale company was although it is not 100% accurate. I am pretty sure Magic Vacation is one broker's title company..

SEPTEMBER RIVIERA RESALES

TOTAL COST POINTS USE YEAR PRICE PER POINT CONTRACT DATE TITLE COMPANY

$25,000.00 200 OCTOBER $125.00 8/24/2023 CAMMY SMITH
$24,150.00 210 JUNE $115.00 8/21/2023 DUNCAN TITLE
$15,900.00 100 OCTOBER $159.00 7/31/2023 MAGIC VACATION
$20,400.00 150 DECEMBER $136.00 8/4/2023 MAGIC VACATION
$35,750.00 286 MARCH $125.00 8/30/2023 MAGIC VACATION
$25,000.00 200 OCTOBER $125.00 8/28/2023 MAGIC VACATION
$22,400.00 175 DECEMBER $128.00 8/29/2023 MAGIC VACATION














$168,600.00 1321

Thank you! So, looks like we are now averaging in the $120s vs $130s that seemed to be it from last year!

Looks like we may be getting to a point for enough sold and far enough in from opening to get some real data!