The large number of new Aulani resale contracts??

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It's starting to look more like some brokers are leaving / are being forced the rental business. But they're assembling contracts one resort at a time. Somewhere in that holding, I'm guessing, will be a bunch of Beach Club contracts.
Anyone recall what this one broker had in confirmed reservations at Aulani as of a few weeks ago? Seems like it’s a smaller portion of their overall listings lately, feel like it was a lot more before
 
Anyone recall what this one broker had in confirmed reservations at Aulani as of a few weeks ago? Seems like it’s a smaller portion of their overall listings lately, feel like it was a lot more before
I hadn't been looking at the rental numbers but someone else did. I may start tracking it. Mainly because I own Aulani and also because I am extra nosey.
 
Just compared a few resorts for confirmed reservations for 2 brokers, one being a major broker in my mind. The difference in the amount of rentals is pretty shocking, as the major broker has much less. Also the amount of Aulani rentals to me does not add up with the large amount of points put up for sale. 1 of 3 things happening
1 - It rents so well they just don't have a lot left to rent at any given time
2 - Its not actually them owning/unloading these contracts
3 - They've been told no more rentals by Disney/Hawaii

Im also pretty shocked by the amount of confirmed VDH they have for rent. Pretty frustrating if you own there and cant get a reservation you want. It is hard to book even as an owner.

Screenshot 2024-10-31 at 11.28.01 PM.png
 
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Im also pretty shocked by the amount of confirmed VDH they have for rent. Pretty frustrating if you own there and cant get a reservation you want. It is hard to book even as an owner.
I think this applies to all the resorts they have confirmed rentals at. They must have soaked up most of the "value" studio bookings at a range of resorts.
 
It is strange how many Aulani listings came up in the last day or so - I was watching an aggregator site that had them down to 95 listings, two days ago, now 147. I really have to think these are brokers listing their own contracts, they are almost all so stripped, no points till Feb 2027 for example. There's a few with some 2026 points I guess. So crazy.
What is an aggregator site?
But even if it’s MF related, it would impact your subsidized dues.

Subsidized dues are ~25% discount from Aulani’s standard dues. Let’s say it was MF related, If subsidized dues started exceeding the likes of BLT, GFV, etc the law of economics says they wouldn’t hold their premium, certainly not at the rate they have been today.

So if it’s MF related, we will all feel it in some way (I own both sub and standard).

That being said, I think someone listed with multiple brokers and this is nothing to be concerned about.
What does MF related mean?
 
I think this applies to all the resorts they have confirmed rentals at. They must have soaked up most of the "value" studio bookings at a range of resorts.
What this is is an strange education for anyone who is ever in a position where they need to rent out points they are unable to use: as opposed to renting points clearly it's better to book low cost rooms that are also in prime locations (Boardwalk studios, Rivera Tower, AK Value, VDH Duo, and no doubt Poly Tower Duo) and then offer them as confirmed reservations. I wouldn't be surprised if this is also a good chunk of the the reason that normal owners over at CCV have trouble booking studios for their own vacations there as well.
 
Seeing some GF on the market not available with points to use until 2027... Just wow!

Do you think these people have inside information on where annual dues are going? I just can't justify the idea of buying a contract in 2024 that you couldn't access until 2027 (I suppose 2026 with borrowing).
 
Seeing some GF on the market not available with points to use until 2027... Just wow!

Do you think these people have inside information on where annual dues are going? I just can't justify the idea of buying a contract in 2024 that you couldn't access until 2027 (I suppose 2026 with borrowing).
I doubt it has anything to do with annual dues (not saying they won’t increase more than usual, the tax assessment seems to be a problem).

This seems like someone getting out of the rental business for another reason.
 
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