Stripped or loaded? - ROFR

[cate2]

Hello, I have a question for the re-sale trend watchers. Does Disney seem to have a preference for taking stripped or loaded contracts?

 

[lovethesun12]

Hello, I have a question for the re-sale trend watchers. Does Disney seem to have a preference for taking stripped or loaded contracts?

They take both. From what I have been watching it seems to have leaned slightly towards stripped the past few months. That information is anecdotal though and even if accurate today it could change tomorrow. They've definitely taken many loaded contracts as well.

I've always just offered what I wanted based on a contract I needed with my use year. If it had extra points, great. If not I would still offer.

 

[MICKIMINI]

Agree with @lovethesun12 just offer what you want based on points in the contract. For more details go to the ROFR thread and you will see what passed and what is taken. Good luck!

 

[Rush]

More anecdotal discussion, I think it’s widely believed Disney looks at the total price per point, including whatever MF’s may be included in the sale and who is paying them. So I would consider that when looking at a price per point. A stripped contract has a lower total price because no MF’s are included, so you could argue Disney can get that contract cheaper, loaded it with their points and repackage it. If they take back a loaded contract they have to factor in those costs to their margins. It doesn’t mean they won’t take a loaded contract if they can meet their margins. At the end of the day it’s about price, loaded or stripped. My opinion, stripped get taken more because we as buyers want to get those cheaper because they don’t have current, or even next UY points, and that just makes it more attractive to Disney. A loaded one we will pay more, because it has bonus points, it moves it out of Disney’s margin, so they don’t take it as often. Just my opinion.

 

[benedib99]

Hello, I have a question for the re-sale trend watchers. Does Disney seem to have a preference for taking stripped or loaded contracts?

My take: They prefer to pick up contracts that don't have maintenance fees due on the current UY. But, anything that falls below their purchase threshold appears to be fair game...