ROFR Thread July to Sept 2025 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[pkrieger2287]

After a few more resale restricted resorts go up at WDW , Disney can stop building new buildings and "value add" via ROFR for the next 50 years. Money printing machine.

That's kind of where my head went when I started thinking this through. I'm sure the profit margin is still greater on a new property, but this, coupled with the trust, could be a long-term play. They are at least thinking of integrating it into the business model.

 

[airjay75]

After a few more resale restricted resorts go up at WDW , Disney can stop building new buildings and "value add" via ROFR for the next 50 years. Money printing machine.

And, if that is the path Disney goes down, it will mitigate all those concerns about hordes of resale owners booking everything up at 11 months. RIV and other restricted resorts could well end up with much smaller percentages of resale owners than the O14 resorts if Disney is regularly flipping them back into direct.

 

[Mouseforward]

And, if that is the path Disney goes down, it will mitigate all those concerns about hordes of resale owners booking everything up at 11 months. RIV and other restricted resorts could well end up with much smaller percentages of resale owners than the O14 resorts if Disney is regularly flipping them back into direct.

It also solves the " what do we do in 2042" problem. Take a resort like BRV or BW and just put it in a trust, and resell it for 50 more years.

Maybe redo one or two , but lets face it any redo will be a RIV/PIT/VDH/LL style "large block with decorations on it " tower so the originals may sell better as we have enough towers.

 

[Orbiter_Fan]

Orbiter_Fan---$87-$22453-225-SSR-Mar-0/24, 450/25, 225/26, 225/27- sent 8/14

We're the buyers, loaded with banked 2024 points. Fingers crossed!