ROFR Thread Oct to Dec 2021 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[DKZB]

I am nervous but we decided to move forward. I will post the details once its official.

Do we think the VGF resale prices will be negatively impacted by Disney starting to sell VGF2 Direct?
Disney rarely exercised ROFR on VGF so unless they price it below 225 i think the prices will continue to remain in the 175-185 range. Thoughts?

 

[HIRyeDVC]

I am nervous but we decided to move forward. I will post the details once its official.

Do we think the VGF resale prices will be negatively impacted by Disney starting to sell VGF2 Direct?
Disney rarely exercised ROFR on VGF so unless they price it below 225 i think the prices will continue to remain in the 175-185 range. Thoughts?

I think the real question here is where will Disney price VGF2. Before they pulled it off the sites, VGF was priced at $250pp. Being that VGF is WDW's "flagship resort", I don't know how they can price VGF2 at prices below PVB, BLT, and BCV which cost $245pp? If VGF2 is priced with those other "prime" resorts, then I think VGF resale will remain in the 175-185 range. If they price it lower, I don't see how it WON'T impact current VGF resale prices.

 

[Jimmy Geppetto]

I am nervous but we decided to move forward. I will post the details once its official.

Do we think the VGF resale prices will be negatively impacted by Disney starting to sell VGF2 Direct?
Disney rarely exercised ROFR on VGF so unless they price it below 225 i think the prices will continue to remain in the 175-185 range. Thoughts?

If you got VGF for under $170 and you plan to own it for more than 3 to 5 years... Take it and RUN! Even if they price VGF2 at $190 to $200 with incentives (which I think it will be much higher), you are still ahead.

 

[Jimmy Geppetto]

Jimmy Geppetto---$115-$19058-160-SSR-Feb-0/20, 0/21, 320/22, 160/23-Seller pays 2021 MF- sent 11/19

 

[Drewski77]

Jimmy Geppetto---$115-$19058-160-SSR-Feb-0/20, 0/21, 320/22, 160/23-Seller pays 2021 MF- sent 11/19

Nice price, and I hope you end up with it and not Disney!

 

[Jimmy Geppetto]

Nice price, and I hope you end up with it and not Disney!

we all know how this movie ends.

 

[Drewski77]

we all know how this movie ends.

They should at least send you a finders fee

 

[Sandisw]

I think the real question here is where will Disney price VGF2. Before they pulled it off the sites, VGF was priced at $250pp. Being that VGF is WDW's "flagship resort", I don't know how they can price VGF2 at prices below PVB, BLT, and BCV which cost $245pp? If VGF2 is priced with those other "prime" resorts, then I think VGF resale will remain in the 175-185 range. If they price it lower, I don't see how it WON'T impact current VGF resale prices.

Pricing for sold out resorts can be high because they don’t have a ton of points to sell. Pricing VGF too high and trying to sell about 2 million points won’t work.

So, I do think we will see some level of impact to start and that incentives will bring it down below those you mention.

 

[Royal Consort]

Do we think the VGF resale prices will be negatively impacted by Disney starting to sell VGF2 Direct?
Thoughts?

Both yes and no. It all depends on the contract size. I think small resale VGF contracts will have to decrease in price. I want to add 50 points and there is an ideal contract available resale but it's priced at a non-negotiable $220. No way in hell would I be paying that type of price. It's been sitting there for months. Larger contracts I imagine will remain competitive and may return to pricing we saw in early-mid 2020.

 

[pangyal]

Updated, phew.

Sorry for the delay!

There are a couple of people I didn't add, though I would love to, so please go ahead and report using the tool on page 1

 

[DonMacGregor]

See a lot of BRVs are starting to get taken. I cannot remember the last few years seeing this many not making it through ROFR

Yes, I started to get really nervous last week when I saw some taken. I had a feeling they would start doing this to BRV. One of the reasons why I tried to buy it in the first place is that the perceived value / popularity will likely increase even more so especially after the 2022 reno similar to SSR (notwithstanding the shorter term contract). Oh well, onto the next.

My little 30-pointer at $132 passed on Wednesday right after two big contracts (160 and 220) that were taken on Sunday and Tuesday at $121.

carseatguru---$121-$21338-160-BRV@WL-Oct-0/20, 80/21, 160/22, 160/23- sent 11/3, taken 11/14

JLG0705---$121-$29208-220-BRV@WL-Dec-0/20, 220/21, 220/22, 220/23- sent 11/8, taken 11/16

I know I paid a bit of a premium, but $11 PP extra for a total of $330 more for such a small contract compared to a 200+ pointer takes some of the sting away. Plus, I really wanted more Feb UY points and just needed to add a few more on, so it was the perfect contract for me. I like the simplicity of having EVERYTHING on a single membership, so that is a premium I'm willing to pay for as well. Plus, BRV contracts don't pop up every day.

 

[Paul Stupin]

That is a great price for VGF. I foresee VGF2 being priced at $250pp.

It’ll be less than $250.

 

[Paul Stupin]

I don't think they are buying back any VGF right now in anticipation of VGF2 sales starting soon. Depending on the incentives offered, you may see a softening of VGF resale prices once VGF2 goes live. My prediction is that they raise the price of VGF, and offer some deep incentives on VGF2 which brings it in line at around $220pp. They had a waitlist of people willing to pay $245pp direct for VGF. Not sure why they would price VGF2 much lower than that.

DVC will price VGF2 lower because it’s no longer a sold out resort, and they will have millions of points to sell to buyers who want studios, who won’t pay a price that high. I think you’re right that incentives will bring the price down to around $220.

 

[jberndt10]

Missa1227---$157-$24279-150-BCV-Feb-0/20, 150/21, 150/22-seller pays MF 2021- sent 11/9, passed 11/19

So excited!!! Can't believe the turn around this time! So glad I changed it up from the 3 AKL buybacks, even though it's paying more for less. We love Beach Club!

Gives me hope

 

[HIRyeDVC]

Pricing for sold out resorts can be high because they don’t have a ton of points to sell. Pricing VGF too high and trying to sell about 2 million points won’t work.

So, I do think we will see some level of impact to start and that incentives will bring it down below those you mention.

DVC will price VGF2 lower because it’s no longer a sold out resort, and they will have millions of points to sell to buyers who want studios, who won’t pay a price that high. I think you’re right that incentives will bring the price down to around $220.

I hope you both are right. Gives me a little hope that DLT will also be of reasonable price

 

[Lorana]

I hope you both are right. Gives me a little hope that DLT will also be of reasonable price

I honestly think incentives will make it below $200. There’s a psychological effect to $199 vs $200 - it’s why you’ll always find things priced $199.99 versus $200 - that Disney is likely well aware of, and even if the actual price is above $200, I feel that the 150-point incentive will at least price it to $199/point.

 

[thanxfornoticin]

Thanxfornoticin---$155-$27304-170-BCV-Aug-0/20, 0/21, 138/22, 170/23- sent 10/15, passed 11/19

Very excited to get the good news and move forward. Was a bit nervous Disney might grab it, but they didn't!

 

[Jimmy Geppetto]

DVC will price VGF2 lower because it’s no longer a sold out resort, and they will have millions of points to sell to buyers who want studios, who won’t pay a price that high. I think you’re right that incentives will bring the price down to around $220.

I over looked the point about having 2 Million points to sell. Have to agree, with supply that high, prices should settle in that range possibly lower. Should be interesting to see how much they try to get away with on price.

 

[DKZB]

Jimmy Geppetto---$115-$19058-160-SSR-Feb-0/20, 0/21, 320/22, 160/23-Seller pays 2021 MF- sent 11/19

I would be shocked if this passes but I’m hoping for you!!

 

[DKZB]

I honestly think incentives will make it below $200. There’s a psychological effect to $199 vs $200 - it’s why you’ll always find things priced $199.99 versus $200 - that Disney is likely well aware of, and even if the actual price is above $200, I feel that the 150-point incentive will at least price it to $199/point.

Honestly this is what I’m so concerned about with the deal at $165. It really is more points than I need and I wonder if it might be worth it to pick up 150 points direct at or around $200 that are not subject to the huge “sold out” increase, that don’t have the resale restrictions and can be used at RIV.

The more I talk about it, the more I lean towards backing out. While this was a great price in todays market, it’s probably not right for me.