What's the Next DVC Property?

[RoseGold]

Now that VGF2 is ready to do a quick flip and sell out, what's next in Florida? Disney has no permits for a big construction project, like the project formerly known as Reflections.

Do we expect a cheap flip? An off-site resort? Bungalows somewhere?

 

[Sandisw]

We know DLT is the next one, but for WDW, I expect another flip of rooms at another resort...I think AKV Jambo could add more rooms, and maybe make some of them CL!!!

 

[CaptainAmerica]

Flip candidates:

Contemporary garden wing
More Jambo
Yacht Club

I think the days of off-site resorts are pretty much done.

 

[RoseGold]

Contemporary garden wing

That's an interesting idea. Garden wing didn't get the Incredibles makeover like the rest of Contemporary?

 

[CaptainAmerica]

That's an interesting idea. Garden wing didn't get the Incredibles makeover like the rest of Contemporary?

Hm good point. I'm seeing some reports of scrims up at the GW, so presumably they're doing that now.

 

[Wedgeout]

Why not just go bananas and keep flipping. Turn all of Wilderness Lodge DVC. Whole wing adding resort studios along with the club level to CCV.

 

[CaptainAmerica]

Why not just go bananas and keep flipping. Turn all of Wilderness Lodge DVC. Whole wing adding resort studios along with the club level to CCV.

They're not going to flip cash rooms they have no trouble selling. (I have no idea which cash rooms they do or do not have trouble selling.)

Here's an idea. Rip out a few sections of Port Orleans Riverside and throw up another tower a la Gran Destino and Riviera.

 

[Sandisw]

Actually given how fast this may be selling, maybe they will convert another GF building and add CL!

I also wonder if we may see a reverse of resale restrictions??

 

[DVChris]

They're not going to flip cash rooms they have no trouble selling.

I think this is key. Which cash rooms are not selling?

 

[Wedgeout]

The possibilities are endless!!

 

[CaptainAmerica]

I think this is key. Which cash rooms are not selling?

Pirates and Royal.

 

[tjkraz]

DVC has about 6 million points to sell in Riviera and Grand Floridian, millions more in Aulani, Disneyland Hotel a year away and control over a constant flow of ROFR. Even though VGF will likely propel sales higher than the 100-120K they've been averaging over the past year, they're a long way from actually "needing" another resort.

Meanwhile I'm sure Disney will be watching hotel occupancy carefully now that the effects of the pandemic are diminishing. In 2018, hotel business was strong enough to warrant the addition of 600 new deluxe rooms (Reflections.) Then things changed.

They have time to weigh whether or not a hotel vacancy issue exists going forward. Day One Grand Floridian sales tell them nothing about where things will stand in 3 months, 6 months and beyond.

 

[CaptainAmerica]

DVC has about 6 million points to sell in Riviera and Grand Floridian, millions more in Aulani, Disneyland Hotel a year away and control over a constant flow of ROFR. Even though VGF will likely propel sales higher than the 100-120K they've been averaging over the past year, they're a long way from actually "needing" another resort.

Meanwhile I'm sure Disney will be watching hotel occupancy carefully now that the effects of the pandemic are diminishing. In 2018, hotel business was strong enough to warrant the addition of 600 new deluxe rooms (Reflections.) Then things changed.

They have time to weigh whether or not a hotel vacancy issue exists going forward.

(Some/many?) People hate Riviera and WDW people aren't going to be lining up to buy Aulani or Disneyland. They need something behind VGF to sell on the East Coast.

 

[tjkraz]

People hate Riviera and WDW people aren't going to be lining up to buy Aulani or Disneyland. They need something behind VGF to sell on the East Coast.

That's certainly an opinion.

 

[Ruttangel]

It has to be something with a high point chart if it’s getting flipped which is why it won’t be AKV, more likely more VGF/PVB

 

[CaptainAmerica]

That's certainly an opinion.

It do be like that sometimes.

It has to be something with a high point chart if it’s getting flipped which is why it won’t be AKV, more likely more VGF/PVB

Why? I can see why you would think they WILL do that, but why "has to be"?

 

[DLR70]

People hate Riviera and WDW people aren't going to be lining up to buy Aulani or Disneyland. They need something behind VGF to sell on the East Coast.

I love Riviera and I'm lining up for Disneyland Tower

 

[CaptainAmerica]

I love Riviera and I'm lining up for Disneyland Tower

DVC is a volume game. I'm passionately in love with Aulani, but I live in Connecticut and there aren't many people like me.

 

[DonMacGregor]

Pirates and Royal.

The gaudy, over-the-top ugly themed ones...

 

[CaptainAmerica]

The gaudy, over-the-top ugly themed ones...

You forgot overpriced.