The large number of new Aulani resale contracts??

[ChipTheRescueRanger]

Has someone found a whole load of Aulani contracts down the back of the sofa

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[AstroBlasters]

I bet Disney could offer something pretty sad like $10-$12/point and still get lots of takers. People love hitting the easy button.

Pay $10-12 and then sell at $14-20…. that sounds about right…..

 

[disneylandtour]

Another dozen AUL contracts showed up today, from the same two brokers. Also, I’m starting to wonder if there’s a smaller dump of SSR going on as well. There’s been an unusually high number of those as well, though not nearly as high as AUL.

 

[pzw90]

Another dozen AUL contracts showed up today, from the same two brokers. Also, I’m starting to wonder if there’s a smaller dump of SSR going on as well. There’s been an unusually high number of those as well, though not nearly as high as AUL.

You think they're just posting things to mess with us? In reality its pretty slow and they're choice of amusement is to stir up DISboards? They listings don't really exist, and they can post whatever they want on their websites. Imagine if they started posting VGC at under $200 a point and just mark as pending, its not real but what a stir it would cause. Of course, probably not what's going on.

 

[VGCgroupie]

You think they're just posting things to mess with us? In reality its pretty slow and they're choice of amusement is to stir up DISboards? They listings don't really exist, and they can post whatever they want on their websites. Imagine if they started posting VGC at under $200 a point and just mark as pending, its not real but what a stir it would cause. Of course, probably not what's going on.

“let’s start rolling out the subsidized now and see if they freak out even more”

 

[ocdb8r1]

Another dozen AUL contracts showed up today, from the same two brokers. Also, I’m starting to wonder if there’s a smaller dump of SSR going on as well. There’s been an unusually high number of those as well, though not nearly as high as AUL.

I posted a few days ago that I noticed a similar (smaller) trend on the SSR contracts as well. However, it didn't appear to be similarly concentrated coming from a single broker. Regardless, there's also a higher than average uptick in SSR.

 

[Disfamwa]

I posted a few days ago that I noticed a similar (smaller) trend on the SSR contracts as well. However, it didn't appear to be similarly concentrated coming from a single broker. Regardless, there's also a higher than average uptick in SSR.

There hasn’t been a large increase in new listings at fidelityrealestate.com (large broker with no rental business), which makes me think the brokers that have both a rental and resale arm got a warning letter from Disney (because it’s both of them and not just one of them)—otherwise, it seems weird to me that they would both would make the decision to sell their point rental contracts at the same time.

 

[disneylandtour]

I posted a few days ago that I noticed a similar (smaller) trend on the SSR contracts as well. However, it didn't appear to be similarly concentrated coming from a single broker. Regardless, there's also a higher than average uptick in SSR.

Today's (smaller) SSR dump is starting to look connected to the dumpers of AUL. But it's minor compared to AUL.

 

[disneylandtour]

There hasn’t been a large increase in new listings at fidelityrealestate.com (large broker with no rental business), which makes me think the brokers that have both a rental and resale arm got a warning letter from Disney (because it’s both of them and not just one of them)—otherwise, it seems weird to me that they would both would make the decision to sell their point rental contracts at the same time.

If it was a C&D letter from Disney, I think it would affect all of their holdings. CLEARLY both of these brokers/renters have a lot of AKV (that's where a lot of the value rooms go) and BWR. Also, if it was a C&D letter, I would think that their "rental" contacts would have existing reservations on them, which would mean a delayed closing. What you're saying is definitely possible. But I'm having trouble getting all the points to align.

 

[VGCgroupie]

If it was a C&D letter from Disney, I think it would affect all of their holdings. CLEARLY both of these brokers/renters have a lot of AKW (that's where a lot of the value rooms go) and BWR. Also, if it was a C&D letter, I would think that their "rental" contacts would have existing reservations on them, which would mean a delayed closing. What you're saying is definitely possible. But I'm having trouble getting all the points to align.

This is why I was leaning to it being related specifically to some sort of change in Hawaii they became aware of that would negatively impact them.

 

[Disfamwa]

If it was a C&D letter from Disney, I think it would affect all of their holdings. CLEARLY both of these brokers/renters have a lot of AKW (that's where a lot of the value rooms go) and BWR. Also, if it was a C&D letter, I would think that their "rental" contacts would have existing reservations on them, which would mean a delayed closing. What you're saying is definitely possible. But I'm having trouble getting all the points to align.

That’s true about AKL. It did seem like there were slightly more BWV listings posted than normal, which is another popular confirmed rental resort, but it’s hard to know what to make of it all.

 

[leelee9878]

Maybe they decided to dump some SSR to make it appear it’s not Aulani specific, so people aren’t nervous and actually bite at the Aulani contracts.

 

[hhisc16]

There hasn’t been a large increase in new listings at fidelityrealestate.com (large broker with no rental business), which makes me think the brokers that have both a rental and resale arm got a warning letter from Disney (because it’s both of them and not just one of them)—otherwise, it seems weird to me that they would both would make the decision to sell their point rental contracts at the same time.

I see alot of Aulani listed around 10/16 here that lines up with your theory:
https://www.dvcstore.com/aulani/resales.cfm
https://resales.*******.com/resorts/aulani-hawaii/

 

[disneylandtour]

This is why I was leaning to it being related specifically to some sort of change in Hawaii they became aware of that would negatively impact them.

I tend to agree that this is related to insurance rates or new laws affecting timeshare rentals in Hawaii. I also think that in about a month, once this wave of contracts starts to become stale, there'll be some good deals on resale contracts. The best deals may not be from the brokers who are dumping contracts but rather from one of the others who has a client who wants to sell quickly but now needs to undercut the (I believe) 177 AUL contracts and 180 SSR contracts that are now for sale. Admittedly, the 177 AUL contracts are more of a "dump" and I think November deals will more likely be there. But something wonky (but more minor) also looks to be happening with SSR. Those two resorts now amount for 35% of all listings. I believe there are now 16 (but let's weed out VDH and the Cabins, as they are too new to have much resale)...so 14 resorts that show up regularly in resale, but 1/3 of the contracts rather suddenly are just in two resorts. And even though SSR is a big resort (AUL is not)--AUL, I think, has around 850 rooms/villas and SSR has over 2k--that's still a strange shift in resale areas.

 

[ChipTheRescueRanger]

Yet no SSR with the points I need and my use years. Could also be a case of large renter wanting to dump before dues and seasonal price decrease.

 

[Genie+]

Rough point totals:

VGF 4.5m
VGC 1.1m
VB 1.6m
PVB 4m (and Tower will nearly double that)
OKW 7.7m
HH 1.4m
CCV 3.3m
BRV 2m
BWV 4.9m
BCV 3m
AKV 7.3m
RIV 6.7m

47.5 million points (Cabins and DLH not included)

SSR 14m
AUL 11.5m

25.5 million points

 

[hhisc16]

Rough point totals:

VGF 4.5m
VGC 1.1m
VB 1.6m
PVB 4m (and Tower will nearly double that)
OKW 7.7m
HH 1.4m
CCV 3.3m
BRV 2m
BWV 4.9m
BCV 3m
AKV 7.3m
RIV 6.7m

47.5 million points (Cabins and DLH not included)

SSR 14m
AUL 11.5m

25.5 million points

Wow, Aulani has alot of points!

 

[AstroBlasters]

Wow, Aulani has alot of points!

It’s one reason I roll my eyes at the snarky “Aulani will be on sale forever” comments.

They’ve sold over 8m points…. that would have sold out any other resort but SSR.

 

[VGCgroupie]

Wow, Aulani has alot of points!

Yeah I had no idea.

 

[Disfamwa]

@Brian Noble Since you seem to be knowledgeable about other time share systems, is there chatter in any of the tugbbs forums about potential large increases coming to owner dues for Hawaii properties?