The Poly2 Pricing Thread

[HyperspaceMountainPilot]

So this is the new DVC and not the prison DeSantis has been threatening to build?


View attachment 758500

Does this suggest that very few rooms are going to have balconies, and only on low floors?

 

[DonMacGregor]

Does this suggest that very few rooms are going to have balconies, and only on low floors?

All of those openings are sliding glass doors. You can see at the open end of the building that they are flush with the floor slab. That, and there is low and intermediate temporary fall protection in each one indicating that they are doorways that open at the floor level.

 

[Einstein509]

It’s Disney… you enter a virtual queue for the shovel at 4AM and if you don’t get it, then you have to pay extra.

There's also a service called Poopie+ which will cost you anywhere from $15-$33 per day to actually use the toilet.

Heard it will plan your poop schedule for you for free though.

 

[Sandisw]

I’m going to add another piece of info that has been published by DVC…the language regarding construction at Poly…another instance where it says expansion of Poly Village Resort..so that make three places where DVD has been consistent with only calling this an expansion of Poly Village Resort.

 

[Royal Consort]

There's also a service called Poopie+ which will cost you anywhere from $15-$33 per day to actually use the toilet.

I am currently at Grand Californian. All I am gonna say is that some individual could have used a service like this. Maybe then the pool wouldn't have to be closed. Some things you just can't unsee

 

[Nursemanit]

Some issues there possibly? If I were you, I'd steer clear of them anyway. I've heard they won't be providing any TP in the single-wides whatsoever, and simply directing guests to go out into the forest to gather leaves.

LOL - good call out - I would wager a large amount that the median net worth of the premium loop renters far exceeds the guests at any DVC. They are more afraid of us ruining their campground.

 

[Nursemanit]

All of those openings are sliding glass doors. You can see at the open end of the building that they are flush with the floor slab. That, and there is low and intermediate temporary fall protection in each one indicating that they are doorways that open at the floor level.

Or they may keep with the poly 2nd floor theme and have sliders with no balcony.

 

[Royal Consort]

Does this suggest that very few rooms are going to have balconies, and only on low floors?

The rooms are getting balconies. They're being added now
https://wdwnt.com/2023/04/balconies...tion-club-tower-at-polynesian-village-resort/

 

[HyperspaceMountainPilot]

The rooms are getting balconies. They're being added now
https://wdwnt.com/2023/04/balconies...tion-club-tower-at-polynesian-village-resort/

Cool, thanks. It never occurred to me they would tack the balconies on after constructing the main structure.

 

[KimMcGowan]

They do put the disclaimers out, but they did not do it for BPK once it was announced to be part of VGF...because they obviously didn't feel the need to do that as it was simply a phase of VGF.

Again, people can decide how to view it...but it is first official move by DVD in regards to the tower and they made sure not to attach it to PVB..

Take the original announcement that failed to connect it directly to PVB, and now the POS was changed to not directly connect it to PVB, they have now put in writing to ensure it can't be implied that it will be PVB.

Plus, since last year, they have done nothing to even advertise this project....

Basically, two official documents in which they could have announced it would be part of PVB, and they did not....

BUT… the presentation at the owners meeting was exactly the opposite. There it was an expansion of PVB. So, like you said, I think people read this only the way they want to see it.

(FWIW, I think it will be a new association.)

 

[Sandisw]

BUT… the presentation at the owners meeting was exactly the opposite. There it was an expansion of PVB. So, like you said, I think people read this only the way they want to see it.

(FWIW, I think it will be a new association.)

Well, there are three places it is Poly Resort and one place a slide at the owner's meeting. The most official document is the POS and its the village resort. That is a legal document that guides the sale of any project so the level of reviewing before those are filed is going to be much different.

I don't think, in this case, its reading anything into it....it doesn't 100% confirm it is going to be a new one...but, pretending that the POS stating it that way should be brushed off as a simply typo?

Someone has posted now that there could be permits that were filed that seem to indicate it is a new association. I guess my point is that the most official document that came out failed to associate it with PVB and that was not an accident, especially when its not be updated since 2018 and did not need to be updated in 2021 when they announced the expansion of VGF.

Everything else out there is based on pure speculation...oh, and I looked up the ROFR data here from 2019 until the pandemic in 2020 and not one PVB contract was taken in ROFR...granted, we are a sample size...but it goes to show that the lack of PVB isn't anything since it never was something that happened very often.

 

[SLThomas318]

I've mentioned this before (maybe this thread or some of the other poly ones), but if new association and restrictions is now the way, why hold off on announcing? If this is going to be new and restricted you would think Disney would be letting people know asap to keep pushing direct sales. Hopefully we'll get more info soon!

 

[Sandisw]

I've mentioned this before (maybe this thread or some of the other poly ones), but if new association and restrictions is now the way, why hold off on announcing? If this is going to be new and restricted you would think Disney would be letting people know asap to keep pushing direct sales. Hopefully we'll get more info soon!

They never announced them for VDH. They simply updated the POS language and it was discovered by people finding it.

That is why I think the POS change is the biggest clue we have so far.

 

[Roughians_satchel]

I've mentioned this before (maybe this thread or some of the other poly ones), but if new association and restrictions is now the way, why hold off on announcing? If this is going to be new and restricted you would think Disney would be letting people know asap to keep pushing direct sales. Hopefully we'll get more info soon!

You're right, there'd be no incentive to not come out and say "it's the 17th DVC, or 18th DVC" depending on timing of Ft. Wilderness. There WOULD be a reason to NOT say if it is the same, so people don't run out and buy a bunch on the resale market They're in the business of SELLING points, and analyzing what will sell the most points at the fastest rate (for ROI, plus because the rest of Disney needs to be propped up.)

 

[RoseGold]

I've mentioned this before (maybe this thread or some of the other poly ones), but if new association and restrictions is now the way, why hold off on announcing? If this is going to be new and restricted you would think Disney would be letting people know asap to keep pushing direct sales. Hopefully we'll get more info soon!

It's possible they don't even know yet, because the decision hasn't been made. If you think Disney is going to backtrack on the restrictions, this would be where it happens -- not VDH, which was a no-brainer for restrictions. Depends on what Disney thinks about the RIV sales and the millions of RIV points left, and maybe they're still thinking about it. The language in the press releases was intentionally vague.

 

[tom1944]

If this resort is not restricted, they really blow-up Riviera. I just think it does not make sense leaving that resort out on an island by itself.

 

[wilkydelts]

If this resort is not restricted, they really blow-up Riviera. I just think it does not make sense leaving that resort out on an island by itself.

It does if it is deemed to ultimately be a bad business decision.

 

[Sandisw]

You're right, there'd be no incentive to not come out and say "it's the 17th DVC, or 18th DVC" depending on timing of Ft. Wilderness. There WOULD be a reason to NOT say if it is the same, so people don't run out and buy a bunch on the resale market They're in the business of SELLING points, and analyzing what will sell the most points at the fastest rate (for ROI, plus because the rest of Disney needs to be propped up.)

Unless they don’t plan to announce it and that they simply are stating it’s a new one without being that direct.

They didn’t announce restrictions for VDH and yet, they have them. Why didn’t they do it for that decision? Maybe because when RIV was announced new resorts were assumed to have them?

I think the longer it goes without being attached to PVB, the more support there is that it’s not..especially when they just updated the contract to reflect it’s not an expansion of PVB.

Maybe we should be looking at what happened with VGF as the exception and why it was specifically stated because it wasn’t following the whole new resort concept.

 

[RoseGold]

Maybe we should be looking at what happened with VGF as the exception and why it was specifically stated because it wasn’t following the whole new resort concept.

CCV and VGF and RIV were announced a few months before sales started (CCV was earliest I think?). None of them were in the POS. That makes Poly2 the exception for the POS, but maybe not for the announcement. I mean, it's a year or more until they go on sale. It's not like they need to announce now either way.

 

[Royal Consort]

Restrictions only work in the aggregate. Having Riviera restricted independently does next to nothing for the company's business model. Having a portfolio of Polynesian, Riviera, Disneyland Hotel, Fort Wilderness, all restricted begins to move the needle. The company would want as many restricted resorts as possible.

If the company was going to abandon restrictions they wouldn't apply to Villas at Disneyland Hotel. Remember, this business plan only works for Disney by cumulatively building a network or restricted resorts. "Buy direct and you can stay at all these places, you can't do that if you don't buy from us!". Why on earth would Disney need to impose restrictions on VDH? Because the model only works in aggregate. The less resale can get you, the more incentive you have to buy from Disney.

Let's also shatter some mistaken assumptions here. "Restrictions have tanked sales". The reality is, they simply haven't. Disney have no incentive to reneg on restrictions. Data points indicate restricted properties don't negatively affect sales compared with unrestricted options. What affects sales? Incentives.

There was initially evidence Disney may backtrack on restrictions (VGF), but since that time I see absolutely no evidence that Disney have abandoned their restrictions. In fact, I see evidence of them doubling down with VDH and announcing a new resort at FW.

There isn't a good business model for a la carte restrictions. If Disney place this tower into the previous association, watch everyone say "yay" and run to the resale market. This is the entire point.