The Poly2 Pricing Thread

[ljkdisney]

Hi. Very dumb question since I am sure everyone has already discussed this, but I honestly don't want to surf through 51 pages about this, but has Disney said anything about Poly 2 using current Poly DVC points or resale points? Or is everyone speculating that this will be completely different when the purchase is up? I am very hesitant about purchasing resale for Poly right now because a few people on other social media say that Poly 2 may be a completely different market from old Poly and that the old Poly owner wouldn't be able to book what Poly2 offers. :/

 

[Sandisw]

Hi. Very dumb question since I am sure everyone has already discussed this, but I honestly don't want to surf through 51 pages about this, but has Disney said anything about Poly 2 using current Poly DVC points or resale points? Or is everyone speculating that this will be completely different when the purchase is up? I am very hesitant about purchasing resale for Poly right now because a few people on other social media say that Poly 2 may be a completely different market from old Poly and that the old Poly owner wouldn't be able to book what Poly2 offers. :/

Nothing has been announced yet, My guess is we will find out in early winter. Everyone is still just guessing

 

[Stargazer65]

Hi. Very dumb question since I am sure everyone has already discussed this, but I honestly don't want to surf through 51 pages about this, but has Disney said anything about Poly 2 using current Poly DVC points or resale points? Or is everyone speculating that this will be completely different when the purchase is up? I am very hesitant about purchasing resale for Poly right now because a few people on other social media say that Poly 2 may be a completely different market from old Poly and that the old Poly owner wouldn't be able to book what Poly2 offers. :/

Nothing precisely official. It's informed speculation.

 

[maui22]

Given everyone on this forum and their dogs buying VGF/Riv in the last month or so with the incentives, is it not likely they’ll be on pace to sell out one or both before winter? Then nothing else at WDW will be in active sales.

DVCnews sales for May 2023
Based on DVCnews, VGF had 710,000 points remaining. As Sandisw says, there is a chance. If not before winter, reasonable that it will be sold out no later than early 2024.

RIV has 2.9 million points to sell. It would take equivalent of multiple years sales to reach sold out.

Based on the FW cabins becoming DVC active sales some time in late 2023 or 2024, feels like DVC needs to make sure Poly tower is well constructed with high quality to justify what may be the highest point charts for any DVC property.

 

[Mikey15]

DVCnews sales for May 2023
Based on DVCnews, VGF had 710,000 points remaining. As Sandisw says, there is a chance. If not before winter, reasonable that it will be sold out no later than early 2024.

RIV has 2.9 million points to sell. It would take equivalent of multiple years sales to reach sold out.

Based on the FW cabins becoming DVC active sales some time in late 2023 or 2024, feels like DVC needs to make sure Poly tower is well constructed with high quality to justify what may be the highest point charts for any DVC property.

Will be interesting to see the June numbers. VGF maybe down to 600k to go? (4,000 150pt contracts?)

But yeah Riv has a ways to go. Looks like a lot of the 2 mil left is points they haven’t yet Declared though (if they wanted to, say, retain a large amount of cash rooms they wouldn’t ~have~ to declare them).

 

[Grumpy by Birth]

Hi. Very dumb question since I am sure everyone has already discussed this, but I honestly don't want to surf through 51 pages about this, but has Disney said anything about Poly 2 using current Poly DVC points or resale points? Or is everyone speculating that this will be completely different when the purchase is up? I am very hesitant about purchasing resale for Poly right now because a few people on other social media say that Poly 2 may be a completely different market from old Poly and that the old Poly owner wouldn't be able to book what Poly2 offers. :/

It wasn't the reason we decided to add-on direct at Riviera, but I realized after the fact that I've now hedged my bets concerning Poly2. By that, I mean that if it's in the same association as Poly1, we can use our resale points to book there and if it's a new association with resale restrictions, we can use our direct Riviera points to book there.

I'm still hoping for Poly2 to be in the same association as Poly 1, because I'd rather reserve my direct Riviera points for stays at Riviera. But it's nice to know we can book there either way.

 

[BamaGuy44]

Hi. Very dumb question since I am sure everyone has already discussed this, but I honestly don't want to surf through 51 pages about this, but has Disney said anything about Poly 2 using current Poly DVC points or resale points? Or is everyone speculating that this will be completely different when the purchase is up? I am very hesitant about purchasing resale for Poly right now because a few people on other social media say that Poly 2 may be a completely different market from old Poly and that the old Poly owner wouldn't be able to book what Poly2 offers. :/

It's true that there is a chance Poly resale bought now will be locked out of Poly2, just like recent resale points are locked out of RIV and the new DL tower. So it's a risk for sure. How much of a risk? Nobody really knows. There's been months of guessing and speculation. I'd say it's roughly split between people totally convinced it will be part of the same association (recent resale points not locked out), or new (restricted, recent resale locked out).

Personally I'll be shocked if they make it the same and miss out on the chance to add all those restricted points, but I'm guessing like everyone else. There are good arguments on the other side as well

We should find out for sure in the next 6 months or so. MANY people anxiously awaiting that info

 

[maui22]

Will be interesting to see the June numbers. VGF maybe down to 600k to go? (4,000 150pt contracts?)

But yeah Riv has a ways to go. Looks like a lot of the 2 mil left is points they haven’t yet Declared though (if they wanted to, say, retain a large amount of cash rooms they wouldn’t ~have~ to declare them).

June numbers are out on DVCNews

DVCnews June 2023 sales data

"75,687 points were sold for Grand Floridian".
"Disney still has about 622,000 Grand Floridian points it can sell to the general public."
"If Grand Floridian could continue selling about 75,000 points a month, it would take about eight months for the resort to be sold out. However, since Grand Floridian has averaged only 56,381 points over the last 12 months, it may take another year before it reaches that stage. Much will depend on the incentives Disney offers in the coming months."

I expect guides by the end of the year to be telling people to buy VGF now because it's almost sold out. I even expect all brochures and material to stop having VGF as active advertising this fall. (Basing it on what they have done in the past).

Is a resort sold out when they can't sell a 1000 contract for a specific UY, or is it sold out when they can't sell 50 point contracts in any UY?

 

[maui22]

Unless I'm missing something with FW Cabin DVC they could remodel these in groups and have the resort open in record time. For example, they could start selling this DVC resort on black Friday and have 40-50 ready to open before spring break 2024. If they work in groups, Disney construction crews could have 10-20 more available every month until all FW Cabins DVC is completed. Not sure about Florida, but in my state, this allows them to save on property taxes by not remodeling/completing them until they are close to being needed for sales.

Wouldn't this buy them time to finish tower with VGF/RIV quality interior, while also providing a more economically affordable point chart alternative than the tower?

 

[Jwaire]

Is a resort sold out when they can't sell a 1000 contract for a specific UY, or is it sold out when they can't sell 50 point contracts in any UY?

I know with Copper Creek, it went "sold out" a week or so before I was ready to purchase and it was still available to purchase when I finally did make the decision.

Now, I didn't ask about every possible use year or the number of points still available.

 

[Sandisw]

June numbers are out on DVCNews

DVCnews June 2023 sales data

"75,687 points were sold for Grand Floridian".
"Disney still has about 622,000 Grand Floridian points it can sell to the general public."
"If Grand Floridian could continue selling about 75,000 points a month, it would take about eight months for the resort to be sold out. However, since Grand Floridian has averaged only 56,381 points over the last 12 months, it may take another year before it reaches that stage. Much will depend on the incentives Disney offers in the coming months."

I expect guides by the end of the year to be telling people to buy VGF now because it's almost sold out. I even expect all brochures and material to stop having VGF as active advertising this fall. (Basing it on what they have done in the past).

Is a resort sold out when they can't sell a 1000 contract for a specific UY, or is it sold out when they can't sell 50 point contracts in any UY?

It is "sold out" when DVD decides it is sold out. There is probably a typical point that has happened in previous resorts, but there is no hard and fast rule about that.

Even so, all resorts can be purchased when in "sold out" status if the points are available. The status seems to have been more for a rise in its base price and loss of incentives than anything else.

 

[DonMacGregor]

It is "sold out" when DVD decides it is sold out. There is probably a typical point that has happened in previous resorts, but there is no hard and fast rule about that.

Even so, all resorts can be purchased when in "sold out" status if the points are available. The status seems to have been more for a rise in its base price and loss of incentives than anything else.

Also, since DVC will retain ownership of some percentage of the points, it becomes "sold out" when DVC reaches a point where they retain whatever percentage they have decided upon (above the minimum threshold required by law).

 

[Cybertruck]

Also, since DVC will retain ownership of some percentage of the points, it becomes "sold out" when DVC reaches a point where they retain whatever percentage they have decided upon (above the minimum threshold required by law)

This is new to me. I assume DVC ownership percentage is different than breakage. Do the revenues from these rooms offset member expenses? As members do we understand how many points fall in this category for each resort?

 

[Sandisw]

This is new to me. I assume DVC ownership percentage is different than breakage. Do the revenues from these rooms offset member expenses? As members do we understand how many points fall in this category for each resort?

The timeshare law require a developer to keep a certain % of the resort. I believe that FL requires them to keep at least 2%.

The points that are owned by DVD are their points and any revenue from those belong to them. We have no right to it.

Breakage inventory comes from that owned by others and that revenue is used to offset dues, up to 2.5% of the operating budget. Any income above that, DVC, BVTC, DVD get to keep.

 

[KAT4DISNEY]

Unless I'm missing something with FW Cabin DVC they could remodel these in groups and have the resort open in record time. For example, they could start selling this DVC resort on black Friday and have 40-50 ready to open before spring break 2024. If they work in groups, Disney construction crews could have 10-20 more available every month until all FW Cabins DVC is completed. Not sure about Florida, but in my state, this allows them to save on property taxes by not remodeling/completing them until they are close to being needed for sales.

Wouldn't this buy them time to finish tower with VGF/RIV quality interior, while also providing a more economically affordable point chart alternative than the tower?

FW is not going to be a remodel. It is to be a replacement with new cabins. They can roll out the old ones and move in the new ones which will be built offsite and it won't take much time at all.

 

[KimMcGowan]

Do you think, with the news that DVC sales are down year to year, that Disney can still price Poly2 at record levels?

 

[HIRyeDVC]

Do you think, with the news that DVC sales are down year to year, that Disney can still price Poly2 at record levels?

If sales begin next year, my guess is $227pp with incentives.

 

[HyperspaceMountainPilot]

If sales begin next year, my guess is $227pp with incentives.

My guess is that the sticker price will be the same (or higher) as RIV and VGF but we’ll see more incentives and/or flash sales—especially if park attendance is down and they’re having trouble filling unsold DVC room inventory.

 

[Jwaire]

Do you think, with the news that DVC sales are down year to year, that Disney can still price Poly2 at record levels?

Considering PVB1 is $250 direct, yes. I believe it’s one of there most requested direct sold-out resorts for World behind Beach Club.

 

[Sandisw]

My guess is it will be $230 base price with incentives bringing it down close to $200.