Spring Direct Incentives 2/9-4/27

[Girlstar30]

Ooohhhhhh yeah. Bummer. Maybe AI can help me.

Thats why we Frens

 

[HyperspaceMountainPilot]

You know I’ll be up.

That’s how we became friends.

But there aren’t sheets anymore.

Wait, what? Did I miss something? It’s not publicly available anymore?

 

[juliebee]

That’s how we became friends.

Wait, what? Did I miss something? It’s not publicly available anymore?

Yeah, page 1 of this thread... no sheets shared. If they have them, they are behind a wall now.

 

[VGCgroupie]

That’s how we became friends.

Wait, what? Did I miss something? It’s not publicly available anymore?

Yeah sadly I have bug my guide to get them. Or get them from someone here who bugged their guide for it.

DVC killed our just after midnight incentive party.

 

[HyperspaceMountainPilot]

Yeah sadly I have bug my guide to get them. Or get them from someone here who bugged their guide for it.

DVC killed our just after midnight incentive party.

Booooooooooooooo

 

[juliebee]

Speaking of that, does anyone have the Poly incentive sheet for this current round? Since I bought in this round, I'd like to have it in my files. I guess I could ask my guide, but I don't want to poke the beehive and have him think I'm interested in more points.

 

[Girlstar30]

I was never given a sheet I thought they were discontinued in january

 

[airjay75]

I wonder what time they update the add-on tool on the DVC website? Seems to me that would be the way to get first access to the new incentives, although that might not detail special credits like the current Anniversary/Disney Visa credit.

 

[airjay75]

Just thinking out loud…..@ 200 points you get to $230pp…. Can you add magical beginnings to get that down to $210pp? That’s about $70+ over resale…. but not too shabby for a resort that doesn’t have restrictions if sold and can be used across the water at Lakeside Lodge and down the road at Riveria for some additional variety….

Of course, if you're a deal hunter (and you're not an October UY . . . ), I've seen BLT contracts in the ROFR thread for $115-$120 per point. I think $130-$140 is probably more the average range of deals for BLT. At that price, I'm not sure $210/point looks so great. But, it is similar to the spread on the recent CCV/SSR flash sales. Seems like Disney thinks it should be about $70/point to "wash" your resale points.

 

[AstroBlasters]

Of course, if you're a deal hunter (and you're not an October UY . . . ), I've seen BLT contracts in the ROFR thread for $115-$120 per point. I think $130-$140 is probably more the average range of deals for BLT. At that price, I'm not sure $210/point looks so great. But, it is similar to the spread on the recent CCV/SSR flash sales. Seems like Disney thinks it should be about $70/point to "wash" your resale points.

I think it probably has to do with the minimum profit level Disney needs to make for ROFR after salary, commissions, and transaction costs are taken into account.

 

[Cfabar1]

ROFR definitely puts a floor on what they can charge for the direct sold out resorts…

I wouldn’t be surprised if the new resorts are more profitable than the sold out ones…

 

[Brian Noble]

They almost certainly are. I did a back-of-the-envelope calculation based on sales costs of new-construction condos in the area. The number is probably below $60ppt, and that's assuming it costs Disney twice as much to build as area condos sell for.

 

[Mirabell Rose]

But WE are paying for this…. not Disney….

If I understand the condo model correctly, the dues from day 1 start to build reserves for future maintenance and refurbs. So when they go to do a refurb, they have to establish a budget that stays in the balance of the reserves. The pandemic saw a significant increase in costs of both labor and materials. So, in order to stay in budget because they were spending dollars paid in for pre pandemic cost structure, they had to scale back in some areas. Once they did the budget and refurb, they also had to increase dues because they need to collect enough money in future dues to cover the next refurb, and prices seldom go down once they go up.