The Poly2 Pricing Thread

[Sandisw]

why are they waiting so long to sell?

I think so it coincides with the ending of current RIV, VGF, and AUL incentives. This way, all are on the same schedule.

 

[BWV Dreamin]

I think so it coincides with the ending of current RIV, VGF, and AUL incentives. This way, all are on the same schedule.

Or they are still waiting on enough salespeople to become licensed in the state of CA.

 

[winnieforme]

Or they are still waiting on enough salespeople to become licensed in the state of CA.

it's probably both

 

[Nursemanit]

So Amy mentioned that she and Paul are closing on a 175 point resale contract for Poly ( but quickly added they don't know anything) but do they?

 

[Sandisw]

So Amy mentioned that she and Paul are closing on a 175 point resale contract for Poly ( but quickly added they don't know anything) but do they?

My guess is they don’t but Paul has long thought it was going to be the same association.

 

[maui22]

So Amy mentioned that she and Paul are closing on a 175 point resale contract for Poly ( but quickly added they don't know anything) but do they?

Are they the ones who do a podcast with another guy? If they are the ones I am thinking of VGF is (or was) their favorite resort. The older gentleman they do a podcast with is a huge fan of Poly.

 

[Frugal Fairy Tales]

Poly direct DVC pricing remained at $250 during the last round of DVC price increases for all resorts. Does anyone know why? And do you think this $250 Poly price will hold or be increased during the next round on increases?

 

[Nursemanit]

Poly direct DVC pricing remained at $250 during the last round of DVC price increases for all resorts. Does anyone know why? And do you think this $250 Poly price will hold or be increased during the next round on increases?

DVC will probably list the new tower at 230 like VDH and probably the cabins

 

[maui22]

If the tower is its own association, might the PVB dues come down?

Tower could possibly have its pool restricted like BLT. If so, PVB and Disney Polynhotel would not have to pay for it.
Tower will have access to the Poly pools and transportation, so the cost should be less for PVB and Disney Poly hotel.

One downside for Disney is tower as own association will likely be 50+ years for the points as opposed to 41-42.

 

[Royal Consort]

DVC will probably list the new tower at 230 like VDH and probably the cabins

Not sure I continually want to prosecute this but here I go.

The current add on availability for PVB is frequently overlooked. VGF's sold out price was removed for a year prior to them selling it again direct for cheaper. They wouldn't sell you VGF. At this stage Polynesian is still available at its higher sold out price (I believe the recent brief incentives ended March). I wouldn't think they would leave it like that if PVB was included in the existing association. I think you're on the money and expect a $230-$235 opening price.

 

[Frugal Fairy Tales]

DVC will probably list the new tower at 230 like VDH and probably the cabins

I guess I need to start a Poly 1 pricing thread.

 

[Sandisw]

If the tower is its own association, might the PVB dues come down?

Tower could possibly have its pool restricted like BLT. If so, PVB and Disney Polynhotel would not have to pay for it.
Tower will have access to the Poly pools and transportation, so the cost should be less for PVB and Disney Poly hotel.

One downside for Disney is tower as own association will likely be 50+ years for the points as opposed to 41-42.

It is possible but I think any change would be negligible.

If its its own association, then you have three groups splitting the shared costs, but there may be additional costs for the resort as a whole due to having more rooms.

 

[Nursemanit]

Not sure I continually want to prosecute this but here I go.

The current add on availability for PVB is frequently overlooked. VGF's sold out price was removed for a year prior to them selling it again direct for cheaper. They wouldn't sell you VGF. At this stage Polynesian is still available at its higher sold out price (I believe the recent brief incentives ended March). I wouldn't think they would leave it like that if PVB was included in the existing association. I think you're on the money and expect a $230-$235 opening price.

I see the reverse - they stopped ROFR on Poly over a year ago in my opinion because they don't need to buy back points if they are going to add millions on. Yes, they sell points they have at $250 and had a small promotion ( selling 10k of points last month) but the promotion sold at $230ish for 200 if I recall but that may have been testing the waters for the $230 price.

It's also odd to have 2 associations at the same resort with close end dates - this is not a BR /CC 15-year gap (you need at least 40 years in Florida for a leasehold) DVD could not have written a 35-year lease from WDW for CC even if they wanted it. By keeping it the same association, they have the option of reverting the whole resort in 2066. Come to think of it if the lease is signed for Poly 2 the length of the lease may tip us to the association question. They will have the same remaining time as VGF2 and that does not seem to be affecting sales. With VDH and now the cabins (CFWR?) being restricted and the excuse that Poly was always planned to have an expansion they will have the out they need to say "We said all new resorts" not existing.

It's the size of the new building that is by far the strongest argument for a separate association - it could be a Riveria sized 300 room resort. That and the darn restrictions make the separate association argument.

I would not bet a dollar either way

 

[Sandisw]

I see the reverse - they stopped ROFR on Poly over a year ago in my opinion because they don't need to buy back points if they are going to add millions on. Yes, they sell points they have at $250 and had a small promotion ( selling 10k of points last month) but the promotion sold at $230ish for 200 if I recall but that may have been testing the waters for the $230 price.

It's also odd to have 2 associations at the same resort with close end dates - this is not a BR /CC 15-year gap (you need at least 40 years in Florida for a leasehold) DVD could not have written a 35-year lease from WDW for CC even if they wanted it. By keeping it the same association, they have the option of reverting the whole resort in 2066. Come to think of it if the lease is signed for Poly 2 the length of the lease may tip us to the association question. They will have the same remaining time as VGF2 and that does not seem to be affecting sales. With VDH and now the cabins (CFWR?) being restricted and the excuse that Poly was always planned to have an expansion they will have the out they need to say "We said all new resorts" not existing.

It's the size of the new building that is by far the strongest argument for a separate association - it could be a Riveria sized 300 room resort. That and the darn restrictions make the separate association argument.

I would not bet a dollar either way

I don’t know if the ROFR at Poly has ever been that high. So, I am nit sure the lack of it in 2022 was that different…can’t vent 2023 because everything is passing

But, I agree that the resale restrictions are the biggest plus foe DVD to go new assocation. All the rest isn’t really that huge of a deal for them to overcome, even the expiration date difference

 

[Nursemanit]

I don’t know if the ROFR at Poly has ever been that high. So, I am nit sure the lack of it in 2022 was that different…can’t vent 2023 because everything is passing

But, I agree that the resale restrictions are the biggest plus foe DVD to go new assocation. All the rest isn’t really that huge of a deal for them to overcome, even the expiration date difference

@Sandisw What is your take on the " CC and Poly never really sold out" rumors? I know they stopped reporting the percent sold with Poly and just moved on to CC , and then did the same with CC to sell RR ( this is what spawned the rumor). I feel like we may see VGF and RR just be put on the back burner for sales " virtually sold out" at the end of 2024 especially since they have not had an issue selling cash rooms at Riveria.

 

[Sandisw]

@Sandisw What is your take on the " CC and Poly never really sold out" rumors? I know they stopped reporting the percent sold with Poly and just moved on to CC , and then did the same with CC to sell RR ( this is what spawned the rumor). I feel like we may see VGF and RR just be put on the back burner for sales " virtually sold out" at the end of 2024 especially since they have not had an issue selling cash rooms at Riveria.

CCV was interesting because it was “sold out” and then all of a sudden came back into active sales which seemed odd

I think they very well might make VGF sold out again by the time Poly tower opens up but I think they will continue to just keep chugging along with RIV and simply slow down declarations if sales stay slower and keep those cash rooms going.

I also find it out that they announced and will be doing the CFW in 2024…which might mean they are going to slow down construction on the tower.

Or, maybe they are trying a new strategy to give new buyers more resorts in active sales vs the old model of one main one at a time with some overlap.

 

[BWV Dreamin]

Not sure I continually want to prosecute this but here I go.

The current add on availability for PVB is frequently overlooked. VGF's sold out price was removed for a year prior to them selling it again direct for cheaper. They wouldn't sell you VGF. At this stage Polynesian is still available at its higher sold out price (I believe the recent brief incentives ended March). I wouldn't think they would leave it like that if PVB was included in the existing association. I think you're on the money and expect a $230-$235 opening price.

I had forgot about that. Nice catch!

 

[Sandisw]

Not sure I continually want to prosecute this but here I go.

The current add on availability for PVB is frequently overlooked. VGF's sold out price was removed for a year prior to them selling it again direct for cheaper. They wouldn't sell you VGF. At this stage Polynesian is still available at its higher sold out price (I believe the recent brief incentives ended March). I wouldn't think they would leave it like that if PVB was included in the existing association. I think you're on the money and expect a $230-$235 opening price.

Great point…I think we will have to monitor that to see if it is ever removed!

 

[maui22]

We are hoping for 1-2 restaurants. First floor area by the pool looks like a bar. Second floor middle looks like a restaurant. Both should be very popular for fireworks viewing.

Having a restaurant in the building has moved up our priority list after as we adapt to slowing down at the parks.

 

[PrincessKL]

I have a thought after the Fort Wilderness cabin announcement that maybe Disney wants to keep the monorail resorts DVC unrestricted so that the resale price is not going to be too low. If Poly 2 has a cheap resale price, it would be a really good purchase because of its location.