DanCali
DIS Veteran
- Joined
- Mar 9, 2023
- Messages
- 714
I’ve been following this discussion peripherally but what is driving the assumption that these contracts being sold are the result of DVD cracking down on renters?
I agree - it doesn't have to be "cracking down" per se.
It could just be that the economics from the rentals are just not there anymore. Perhaps the rise in dues outpacing the rise in rent? Perhaps more competition from owners trying to rent to offset dues? Perhaps too many unrented confirmed reservations listed at high prices go by the wayside or turn to unusable restricted points? Perhaps there are new DVC tools deployed preventing robo-booking of unicorn rooms?
Either way, if these were large commercial renters, their exit will impact the rental market.