The Poly2 Pricing Thread

Will Poly2 Be a Part of the Original Polynesian Condo Association?


  • Total voters
    201
  • Poll closed .
I think you guys are giving the average buyer waaaaaay too much credit in terms of knowledgeability and research
I think it’s going to come down to whether or not Disney decides to stick with their long term strategy or not. We haven’t really seen any indication that they won’t, have we? And I think your point about average buyers’ lack of knowledgeability and research works more in restrictions’ favor than not.
 
We haven’t really seen any indication that they won’t, have we?
VGF2

I find the argument that they rolled VGF2 into the existing association "because it wasn't a new build and was therefore cheaper" to be completely uncompelling. If they like restrictions, they like restrictions. There's nothing about retrofitting existing hotel rooms that would make them say "hm... even though we really love restrictions, we're not going to use them in this instance... because our construction costs were lower or something." It doesn't make any sense.
 
VGF2

I find the argument that they rolled VGF2 into the existing association "because it wasn't a new build and was therefore cheaper" to be completely uncompelling. If they like restrictions, they like restrictions. There's nothing about retrofitting existing hotel rooms that would make them say "hm... even though we really love restrictions, we're not going to use them in this instance... because our construction costs were lower or something." It doesn't make any sense.
No, for me the VGF2 argument is completely uncompelling as well. A retrofit really is a different beast. Creating an entirely separate association for a small, studio only flip of an old hotel wing doesn’t make much sense either, and doesn’t come close to comparing to new builds whose construction costs are hundreds of millions more. And, in my opinion, hundreds of millions of dollars can indeed make a difference! But neither of our arguments are offering a fresh perspective, since they‘ve been repeated and rehashed many times on these boards.
 
No, for me the VGF2 argument is completely uncompelling as well. A retrofit really is a different beast. Creating an entirely separate association for a small, studio only flip of an old hotel wing doesn’t make much sense either, and doesn’t come close to comparing to new builds whose construction costs are hundreds of millions more. And, in my opinion, hundreds of millions of dollars can indeed make a difference! But neither of our arguments are offering a fresh perspective, since they‘ve been repeated and rehashed many times on these boards.
The interesting question is not "VGF2 with restrictions versus VGF2 without restrictions." The interesting question is "why are we expanding VGF and PVB instead of building Reflections?"
 

In the end, really think this comes down to whether Disney prefers the complication of the DVC2 approach or not.

See it happen all the time where someone decides the business model needs to be changed. Unfortunately, they never understood simplicity is what consumers want.
Look at Genie+. People are now in the cell phones in the park instead of enjoying the parks, entertainment, talking with other guests, etc.

Walt understood people want to escape their everyday life to see a magical world. Even if it was for only a few days to a week, families would talk about the magical vacation for decades.

Does Disney want to make life easier for their workers and guests or do they want to shatter the snow globe for short-term profits but long-term pain?
 
No, for me the VGF2 argument is completely uncompelling as well. A retrofit really is a different beast. Creating an entirely separate association for a small, studio only flip of an old hotel wing doesn’t make much sense either, and doesn’t come close to comparing to new builds whose construction costs are hundreds of millions more. And, in my opinion, hundreds of millions of dollars can indeed make a difference! But neither of our arguments are offering a fresh perspective, since they‘ve been repeated and rehashed many times on these boards.
You have always made some very compelling arguments on why Poly 2 will be a separate association. However, I have always believed they will be the same association. It goes to the Copper Creek and Boulder Ridge decision. Disney hates that it made the decision to make them separate. Yet, with Boulder Creek expiring in 2042 but Copper Creek in 2067, they have little hope of combining the 2. What are they going to do in 2042? The goal would be to combine the 2 DVCs but cannot. So do they sell Boulder Ridge as new with a 25 year expiration to match Copper Creek (when they can combine)? Or do they just do cash rentals at Boulder Ridge for 25year--do not think that is an option. As I have said before, we will all just have to wait and see.
 
In the end, really think this comes down to whether Disney prefers the complication of the DVC2 approach or not.

See it happen all the time where someone decides the business model needs to be changed. Unfortunately, they never understood simplicity is what consumers want.
DVC2 doesn't make anything more complicated for Direct buyers, and Disney doesn't much care that it inconveniences resale buyers.

Look at Genie+. People are now in the cell phones in the park instead of enjoying the parks, entertainment, talking with other guests, etc.
Give me a break. First of all, people were walking around with their faces in their phones long before the debut of Genie+. Second of all, I can book my next lightning lane with one hand while I pee if I want to. It takes about 30 seconds. It does not necessitate being on your phone all day.
 
Still thinking it's going to be the same association. If it was going to be it's own and restricted then wouldn't Disney want that info out there ASAP to keep FOMO going? What better way to keep pushing direct sales? If you buy direct you get access to the new Poly tower.
 
Still thinking it's going to be the same association. If it was going to be it's own and restricted then wouldn't Disney want that info out there ASAP to keep FOMO going? What better way to keep pushing direct sales? If you buy direct you get access to the new Poly tower.

Buying direct gets you access to Poly tower regardless of association. The interesting piece is they have not come out and directly said which way it is going.

So, for whatever reason, they wont officially announce the decision, assuming the decision has been made.

I think regardless of which way it is decided, they could spin it in their favor.

But, for both VGF and CCV, they announced that piece of info immediately. And for Poly tower, they are keeping it secret…which means they can’t use it as a selling point until it’s official.
 
The interesting question is not "VGF2 with restrictions versus VGF2 without restrictions." The interesting question is "why are we expanding VGF and PVB instead of building Reflections?"

Reflections was to be a joint DVC and hotel complex. Hotel division doesn’t need more rooms right now so I think that is a big reason it never came back on the table for DVC.
 
Still thinking it's going to be the same association. If it was going to be it's own and restricted then wouldn't Disney want that info out there ASAP to keep FOMO going? What better way to keep pushing direct sales? If you buy direct you get access to the new Poly tower.
If they were marketing it solely towards white card members/resale members then that would make sense since restrictions only affect the post-2019 resale purchases, which is a small subset of all DVC owners.
 
The interesting question is not "VGF2 with restrictions versus VGF2 without restrictions." The interesting question is "why are we expanding VGF and PVB instead of building Reflections?"
That’s an easy one! Both brands are beloved. And prime real estate. Both easier sells, and cheaper. And there’s room for a whole new resort on Bay Lake as well, isn’t there? Wouldn’t an announcement like that get us all talking!
 
Buying direct gets you access to Poly tower regardless of association. The interesting piece is they have not come out and directly said which way it is going.

So, for whatever reason, they wont officially announce the decision, assuming the decision has been made.

I think regardless of which way it is decided, they could spin it in their favor.

But, for both VGF and CCV, they announced that piece of info immediately. And for Poly tower, they are keeping it secret…which means they can’t use it as a selling point until it’s official.
And I think it being part of the same association is what could undermine sales. It makes it hard to continue to market Riviera if they announced another non-restricted resort and the people who know about resale could buy Poly points now.

If it's going to be new and restricted, then I don't see any reason not to announce that now (other then it's not going to be new and restricted)... if anything it could booster sales because people who want to buy now and have access to it might be pushed to buy direct today, instead of waiting.

It will be interesting to see what happens.... what are we going to debate once they finally make an announcement ?!
 
And I think it being part of the same association is what could undermine sales. It makes it hard to continue to market Riviera if they announced another non-restricted resort and the people who know about resale could buy Poly points now.

If it's going to be new and restricted, then I don't see any reason not to announce that now (other then it's not going to be new and restricted)... if anything it could booster sales because people who want to buy now and have access to it might be pushed to buy direct today, instead of waiting.

It will be interesting to see what happens.... what are we going to debate once they finally make an announcement ?!
I agree. I’m holding out on adding more points because I want to own at the poly tower but the second they say it’s the same association I’m buying poly resale. I already own at RIV and don’t need access there. I want points that I can use solely for the new tower.
 
That’s an easy one! Both brands are beloved. And prime real estate. Both easier sells, and cheaper. And there’s room for a whole new resort on Bay Lake as well, isn’t there? Wouldn’t an announcement like that get us all talking!

Since it seems to be the year of Disney magic, Iger should ask Michael Einser to come back and head up the Venetian project. He can bring in his architecture buddies and finally build something worthwhile in that final hotel space on the monorail loop. 🤣
 
Since it seems to be the year of Disney magic, Iger should ask Michael Einser to come back and head up the Venetian project. He can bring in his architecture buddies and finally build something worthwhile in that final hotel space on the monorail loop. 🤣
That's just asking for a Michael Graves syle design!! 😬😉
 
You have always made some very compelling arguments on why Poly 2 will be a separate association. However, I have always believed they will be the same association. It goes to the Copper Creek and Boulder Ridge decision. Disney hates that it made the decision to make them separate. Yet, with Boulder Creek expiring in 2042 but Copper Creek in 2067, they have little hope of combining the 2. What are they going to do in 2042? The goal would be to combine the 2 DVCs but cannot. So do they sell Boulder Ridge as new with a 25 year expiration to match Copper Creek (when they can combine)? Or do they just do cash rentals at Boulder Ridge for 25year--do not think that is an option. As I have said before, we will all just have to wait and see.
But in 2042, why couldn’t they just tear down Boulder Ridge, build a new tower, and sell it like Poly2 with its own expiration date in 50 years? If we look at them as separate entities, why do they need to be combined? I don’t quite understand why nearby properties, even those affiliated in some way with their neighbors, need to have their expiration dates in sync.
 
I agree given the recent opening of Poly1, it is an additional tougher sell to have Poly2 be a separate association. 2066 is one of the furthest out expiration dates already…
 
The interesting question is not "VGF2 with restrictions versus VGF2 without restrictions." The interesting question is "why are we expanding VGF and PVB instead of building Reflections?"
Reflections wasn’t killed because of the DVC component. It’s been reported by insiders on WDWMagic and elsewhere that there were (overcomeable but unplanned for) site issues and, perhaps more importantly, an overall change in strategy with the pandemic. Reflections was the very first thing the killed during the pandemic closure, way back in mid-June 2020, before the parks even reopened.

So they just went to the project idea list and pulled off these 2.

Why, they decided to for two more resorts with Riviera barely even a third sold at the time, Aulani in perpetual sales, and a Disneyland resort on the way is beyond me.
 
Reflections wasn’t killed because of the DVC component. It’s been reported by insiders on WDWMagic and elsewhere that there were (overcomeable but unplanned for) site issues and, perhaps more importantly, an overall change in strategy with the pandemic. Reflections was the very first thing the killed during the pandemic closure, way back in mid-June 2020, before the parks even reopened.

So they just went to the project idea list and pulled off these 2.

Why, they decided to for two more resorts with Riviera barely even a third sold at the time, Aulani in perpetual sales, and a Disneyland resort on the way is beyond me.

I wonder if the BPK was more of a collaboration to shift hotel rooms at GF (which had been reported wasn't booking well) to DVC?

The announcement of Poly tower was so early that I think the thought is that by the time that is done and ready for sale, RIV would be much closer to a sell out....if sales follow typical patterns, it will be about two years from the announcement to sales starting in 2024...even if the average for RIV stays around 85K a month, it will have sold closer to 2 million points by that time...which would give it less than 1 million to still sell?
 















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