I fully realize I am in the minority on this compared to others but I tend to feel a few things about this that will serve as a "check" on this:
1. Magic Kingdom is extremely inconvenient to get to unless staying on Disney property - ideally on the MK monorail line. That is worth a points premium.
2. So much of the "Disney magic" mythos - especially with young kids - is centered around MK. The three monorail resorts occupy a special place and are worth a price/points premium based on that somewhat emotionally, and somewhat practically (when that 4 year old is on the verge of a meltdown, get back to the hotel now!)
3. Disney itself calls the Grand Floridian the "flagship" - now they could teardown Beachclub and build a new flagship, but I'm skeptical.
4. Marriott/Tishman operates massive properties steps away from these resorts, which will, I believe continue to be downward pressure on prices.
5. When I have looked, the monorail cash room rates are more expensive than the crescent room cash rates.
I do think they could choose to say, keep Beach Club & Yacht Club, and demolish Boardwalk and put something more high-end and very unique and luxurious there. I am skeptical the analysis justifies it.
My view has always been they could do nothing to the BC and BW after 2042, and price them at the Riviera or even Poly/VGF
points charts and they'd have a hit on their hands. I am not convinced they will demolish or meaningfully renovate anything. Without really knowing, I find it unlikely they would be able to get the ROI.