The Poly2 Pricing Thread

[HyperspaceMountainPilot]

They were good to us with two studios at AKL. We had our twin boys 11 and older son 17 in a room connecting to us with the adults and the baby in the second room. We were supposed to be in a two bedroom villa, but they had a maintenance issue and had to move us.

It sounds like in your case that you had booked all together and they were making some sort of problem right— that probably takes priority over a standard booking that just prefers to be together.

 

[BlueIsis]

It sounds like in your case that you had booked all together and they were making some sort of problem right— that probably takes priority over a standard booking that just prefers to be together.

You may be right. They offered us a two bedroom at VGF, but we really wanted the savannah view and we already had multiple dining reservations at AKL, so the studios were offered.

 

[Roughians_satchel]

Uhh, no. The cabins will be on sale first.

Based on what? I thought they both are 2024? Also, since they've clearly said the cabins will be the 17th DVC, they will undoubtedly have the restrictions as part of a new association so Riviera will no longer be the only one at WDW (and therefore less of a need to push them on Poly2.)

 

[Hubalorian]

I personally think Poly2 being it’s own association based on it being a new build. VGF add on had the building already there, just needed renovated. I personally don’t see how Poly1 adds value to Poly2? Poly2 adds a lot of value to Poly1, which isn’t what Disney is selling. Poly2 will have its own pool and restaurants, so what value would Poly1 give to Poly2?

 

[tidefan]

I personally think Poly2 being it’s own association based on it being a new build. VGF add on had the building already there, just needed renovated. I personally don’t see how Poly1 adds value to Poly2? Poly2 adds a lot of value to Poly1, which isn’t what Disney is selling. Poly2 will have its own pool and restaurants, so what value would Poly1 give to Poly2?

Well, IMHO, It would give current owners of Poly1 incentive to add-on. If the associations are different, why add on at Poly2 if I can't combine my points?

Unlike VGF2, there would be value here for current owners (VGF2, on the other hand, devalued the property for VGF1 owners) to add on for access to perhaps 1 and 2 bedrooms. However, I doubt that many, like me, would want to have to manage 2 different sets of points to do that. Also, does DVC want all those new Poly2 owners to be shut out at Christmas/NYE? It would be interesting if they couldn't get in at Poly2 at 11 months, but there were a good bit of Poly1 studios out there that they wouldn't have access to... (That said, BRV/CCV is setup like this, so there is precedent. I wonder how many people own both BRV and CCV)...

I could see it going either way. There are pros and cons to both...

 

[Sandisw]

Based on what? I thought they both are 2024? Also, since they've clearly said the cabins will be the 17th DVC, they will undoubtedly have the restrictions as part of a new association so Riviera will no longer be the only one at WDW (and therefore less of a need to push them on Poly2.)

Poly tower has always said late 2024, and these just 2024…implies that cabins will open sooner.

 

[Sandisw]

Well, IMHO, It would give current owners of Poly1 incentive to add-on. If the associations are different, why add on at Poly2 if I can't combine my points?

Unlike VGF2, there would be value here for current owners (VGF2, on the other hand, devalued the property for VGF1 owners) to add on for access to perhaps 1 and 2 bedrooms. However, I doubt that many, like me, would want to have to manage 2 different sets of points to do that. Also, does DVC want all those new Poly2 owners to be shut out at Christmas/NYE? It would be interesting if they couldn't get in at Poly2 at 11 months, but there were a good bit of Poly1 studios out there that they wouldn't have access to... (That said, BRV/CCV is setup like this, so there is precedent. I wonder how many people own both BRV and CCV)...

I could see it going either way. There are pros and cons to both...

The flip side is why would any new buyer or owner buy at the new tower direct if I can buy PVB on the resale market and get access.

Which, as you say, why it can still go either way and is so frustrating.

 

[tom1944]

The flip side is why would any new buyer or own but at the new tower direct if I can buy PVB on the resale market and get access.

Which, as you say, why it can still go either way and is so frustrating.

Exactly

I will strongly consider a purchase of direct points if Poly2 is a new association

If it is combined under Poly1 I will add SAP resale points.

 

[BamaGuy44]

I wish Disney would release some more information... any information on this project. I am getting antsy on making some decisions.

Looks like Reflections had a slew of concept art released about 10 months after the original announcement? It has been over a year now with no new information for Poly2 and with the tower progress moving pretty quick, it seems like we are overdue.

Anybody hear anything from their guides? I thought I remembered someone saying their guide hinted at more info coming out around the same time as VDH. Our guide left/retired so I don't have anyone to bug about this

Exactly, it's ridiculous. They are so far along on construction it's clear the plans have been basically finalized. They know the room configuration, amenities, no doubt there are many more artist renderings and plans they could share.

I get there may be strategic reasons for not revealing association yet, but throw us a bone, Disney! Why wouldn't you want to get people excited and talking about it?

I sound like the whiny "I WANT IT NOW" girl from Willy Wonka, but on this issue she's my spirit animal, and I apologize for nothing.

 

[Sandisw]

Exactly

I will strongly consider a purchase of direct points if Poly2 is a new association

If it is combined under Poly1 I will add. SAP resale points.

To add to my post, the data already seems to support that more direct buyers are new owners, and not current owners adding on…

 

[Nursemanit]

My bet - Disney has a plan just like it had a plan for VDH

They announced a future expansion when PVB was initially sold - so in their mind this is “ finishing PVB “ and leaving the restrictions unannounced will cause FOMO so they might as well use that to sell VGF. Once VGF is sold they will be ready to announce details on poly2 - this explanation covers why they never really did ROFR on poly and why it has not been announced. It was planned since Poly 1

Or

They saw an opening to add a tower in a popular location and it will be a separate restricted association. Since they said all new resorts they assume we know it will have restrictions and felt no need to announce this very much like VDH.

I would rate each as a 50 : 50 possibility

 

[tidefan]

The flip side is why would any new buyer or owner buy at the new tower direct if I can buy PVB on the resale market and get access.

Which, as you say, why it can still go either way and is so frustrating.

You know, it's almost the exact opposite of what they did with VGF2. They sold the hotel room flips and rolled into the existing association to sell people on "hey, you can buy here, but now you also get 11-month access to the Deluxe Studios, 1-Bedrooms and 2-Bedrooms", which essentially greatly increased competition on those rooms for those of us that already owned there.

I can see the argument for new buyers to have PVB2 as a separate association, but then, what would that say about how DVC sees it's owners? Most buyers, as you say may be new, but I would surmise that a large percentage of sales of contracts are add-ons. Heck, we have added on 4 times. If you keep irritating your existing base, not sure how good of business that is.

All to say that as a VGF1 owner, what DVC did with VGF2 has really soured me on the direction they have taken with associations. We also own PVB1, but I am ambivalent about this one as we wouldn't be interested in buying there either way, but if I was, why in the world would I add on points there if I couldn't combine them with Poly points I already owned? It has the feel of trying to make me buy something I already own...

 

[Sandisw]

You know, it's almost the exact opposite of what they did with VGF2. They sold the hotel room flips and rolled into the existing association to sell people on "hey, you can buy here, but now you also get 11-month access to the Deluxe Studios, 1-Bedrooms and 2-Bedrooms", which essentially greatly increased competition on those rooms for those of us that already owned there.

I can see the argument for new buyers to have PVB2 as a separate association, but then, what would that say about how DVC sees it's owners? Most buyers, as you say may be new, but I would surmise that a large percentage of sales of contracts are add-ons. Heck, we have added on 4 times. If you keep irritating your existing base, not sure how good of business that is.

All to say that as a VGF1 owner, what DVC did with VGF2 has really soured me on the direction they have taken with associations. We also own PVB1, but I am ambivalent about this one as we wouldn't be interested in buying there either way, but if I was, why in the world would I add on points there if I couldn't combine them with Poly points I already owned? It has the feel of trying to make me buy something I already own...

For me, the biggest difference between VGF and Poly tower, is what they were trying to sell as new.

VGF was all resort studios and selling that to owners as a seperate assocation, with no access to larger units would have been a harder sell than one with multiple room sizes.

Since Poly tower is likely to have all room sizes, they will be selling something that includes them all....I also believe that the conversation of BPK was done as a way to bridge sales for the year before VDH starting, and for the new Poly tower to be ready.

As i said, the data seems to support that more sales are new buyers and not add ons...so the target audience will be those who want to be first time DVC owners...

I am the opposite...why will I add on at the tower if I have to compete with PVB owners for the rooms when I don't like the current PVB rooms and don't care if I have access to them?

 

[take36]

The flip side is why would any new buyer or owner buy at the new tower direct if I can buy PVB on the resale market and get access.

Which, as you say, why it can still go either way and is so frustrating.

What about those that us that have Poly direct and want to add more? Resale make sense but if its a new association I'll have to buy it direct or risk not getting access to the new room at 7 months? If it is the same association then Disney "lose out" on my sale so they probably want to make it a new association. I also just want a little bit more points so it if its different then I would need to buy more points then I want in total for poly to ensure I get the new tower reservation without doing a split stay.

 

[hglenn]

why in the world would I add on points there if I couldn't combine them with Poly points I already owned? It has the feel of trying to make me buy something I already own...

why will I add on at the tower if I have to compete with PVB owners for the rooms when I don't like the current PVB rooms and don't care if I have access to them?

Gosh - two really good points... We love Poly1 and are good wtih studios but are waiting on Poly2 to see what happens. I'd like to own at Poly2 but will likely stay in studios most of the time but want other options which is why we haven't bought there yet... (bungalows are not an option for us. I'm too cheap!).

 

[tidefan]

For me, the biggest difference between VGF and Poly tower, is what they were trying to sell as new.

VGF was all resort studios and selling that to owners as a seperate assocation, with no access to larger units would have been a harder sell than one with multiple room sizes.

Since Poly tower is likely to have all room sizes, they will be selling something that includes them all....I also believe that the conversation of BPK was done as a way to bridge sales for the year before VDH starting, and for the new Poly tower to be ready.

As i said, the data seems to support that more sales are new buyers and not add ons...so the target audience will be those who want to be first time DVC owners...

I am the opposite...why will I add on at the tower if I have to compete with PVB owners for the rooms when I don't like the current PVB rooms and don't care if I have access to them?

But it's really not the same. When we purchased VGF back in 2014, we purchased what was sold as access to the new building. When BPK came along, they most certainly could have sold it as a new association. I mean, CCV was just hotel room converts as well, and they made it a new association (granted, the reason there was probably more to do with the difference in years left on the contract), so I don't see any reason DVD couldn't have just made it it's own association. Personally, I get zero benefit from BPK being part of the association as I have no desire to stay in those rooms.

Poly is a different animal, I'll agree, but it would seem a bit more odd to me, more so than the BRV/CCV split. Quite honestly, I don't really expect it to sell very well without good incentives. Unless I really had to have a 1 bedroom or higher, PVB1 resale is probably going to be a much better option for many people.

Since I don't remember, Sandi, do you have the breakout of PVB2 of what the room mix is? Do we know how many studios are in the new tower?

 

[Sandisw]

But it's really not the same. When we purchased VGF back in 2014, we purchased what was sold as access to the new building. When BPK came along, they most certainly could have sold it as a new association. I mean, CCV was just hotel room converts as well, and they made it a new association (granted, the reason there was probably more to do with the difference in years left on the contract), so I don't see any reason DVD couldn't have just made it it's own association. Personally, I get zero benefit from BPK being part of the association as I have no desire to stay in those rooms.

Poly is a different animal, I'll agree, but it would seem a bit more odd to me, more so than the BRV/CCV split. Quite honestly, I don't really expect it to sell very well without good incentives. Unless I really had to have a 1 bedroom or higher, PVB1 resale is probably going to be a much better option for many people.

Since I don't remember, Sandi, do you have the breakout of PVB2 of what the room mix is? Do we know how many studios are in the new tower?

Hasn’t been published as to room sizes so it’s just a guess by people using the drawings that were released and now the structure thst is up.

And, while PVB did sell, there were a lot of negative reports about it being studio only..minus bungalows and it was never done again.

At least the PVB studios are really studios..so are the ones at CCV that were converted. The BPK ones were simply refreshed..no structural changes to make them comparable to a deluxe studio that exists elsewhere, including in the original VGF building.

 

[tom1944]

I guess it depends if you see this new building as of Poly or just near Poly

 

[BrianLa]

You know, it's almost the exact opposite of what they did with VGF2. They sold the hotel room flips and rolled into the existing association to sell people on "hey, you can buy here, but now you also get 11-month access to the Deluxe Studios, 1-Bedrooms and 2-Bedrooms", which essentially greatly increased competition on those rooms for those of us that already owned there.

I can see the argument for new buyers to have PVB2 as a separate association, but then, what would that say about how DVC sees it's owners? Most buyers, as you say may be new, but I would surmise that a large percentage of sales of contracts are add-ons. Heck, we have added on 4 times. If you keep irritating your existing base, not sure how good of business that is.

All to say that as a VGF1 owner, what DVC did with VGF2 has really soured me on the direction they have taken with associations. We also own PVB1, but I am ambivalent about this one as we wouldn't be interested in buying there either way, but if I was, why in the world would I add on points there if I couldn't combine them with Poly points I already owned? It has the feel of trying to make me buy something I already own...

Agree 100% with the VGF. There was a certain mix of rooms before the VGF2. Now you have many more owners and points chasing the same number of non-studio rooms at VGF1.
The reverse is true for PVB2. PVB1 is all studios and has so many points allocated to the bungalows which many Poly owners have no intent on ever booking. Spreading the Bungalow issue out to PVB2 would help PVB1 but not make PVB2 attractive to the well informed.

 

[HyperspaceMountainPilot]

If the economy is really strong, Disney could solve this problem by making Poly one association and aggressively ROFRing Poly contracts….but I don’t think they would take that risk in the current uncertain economy, with high interest rates, where they are not ROFRing anything.