What's the Next DVC Property?

[Ruttangel]

It do be like that sometimes.


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

Just my opinion (it’s the internet, doesn’t matter what you say just how you say it ) on what DVC current strategic direction is.....point charts can help you raise minimum levels for perks and have a relatively low buy in, have you seen the Theme Park Studio point charts!!!

 

[DonMacGregor]

You forgot overpriced.

Unnecessary, it's Disney.

 

[kanerf]

A Mickey shaped dirigible that floats around Florida.

 

[Bjaiken77]

I’m good with Florida DVC points for now. The only thing that could make me jump back in with FOMO is Beach/Yacht Club conversion WITH decent years left (19 isn’t going to cut it).

 

[CaptainAmerica]

I’m good with Florida DVC points for now. The only thing that could make me jump back in with FOMO is Beach/Yacht Club conversion WITH decent years left (19 isn’t going to cut it).

If they released a new pot of Animal Kingdom with decent incentives, I'd sell my resale and add 150 direct in a heartbeat.

 

[Bali2012]

Yacht club would be great

 

[🍀TwinsMom]

My guess is Poly with one and two-bedroom options and/or Grand Destino conversion with Skyliner expansion over there.

 

[Bjaiken77]

Is there any room to build another tower a la Bay Lake Tower. I’m not saying Bay Lake Tower (although BLT2 might work), but building another villa on existing property.

I know that’s a stretch when conversion is so easy and profitable. But it’s cheaper than building an entire resort like RIV.

 

[CaptainAmerica]

Is there any room to build another tower a la Bay Lake Tower. I’m not saying Bay Lake Tower (although BLT2 might work), but building another villa on existing property.

I know that’s a stretch when conversion is so easy and profitable. But it’s cheaper than building an entire resort like RIV.

I think they'd have to rip out the garden wing, but I think they just spent the money to refurbish it to the Incredibles theme that the Tower got.

 

[davidl81]

Yacht club would be great

It makes all of the sense in the world just depending on what cash occupancy rates look like. We would buy there 100%

 

[CaptainAmerica]

It makes all of the sense in the world just depending on what cash occupancy rates look like. We would buy there 100%

I like Paul Krieger's idea where, in 2042, they could sell Yacht Club as a brand new DVC resort and fully gut Beach Club for cash.

 

[princesscinderella]

Maybe they don’t build or flip more cash properties but just play the ROFR game for points to sell on all the existing DVC. Especially with only 20 years left on the 2042s that’s can be resold. They just bought back SSR at $140 per point so even with the profit spread being low they are still making money.

 

[Lorana]

If they released a new pot of Animal Kingdom with decent incentives, I'd sell my resale and add 150 direct in a heartbeat.

SAME.

 

[Wedgeout]

Isn’t Yacht Club one of the Dog-friendly resorts? ‘Welcome Home’ the whole family.

 

[DLR70]

Isn’t Yacht Club one of the Dog-friendly resorts? ‘Welcome Home’ the whole family.

Wow, I didn't know any of the Disney resorts were dog friendly!

 

[DonMacGregor]

I like Paul Krieger's idea where, in 2042, they could sell Yacht Club as a brand new DVC resort and fully gut Beach Club for cash.

I'm not sold on the feasibility of flipping what will be 50 or 60 year old structures and selling them as new timeshares. Construction technology, building codes and Green Energy codes are moving at lightning speed, especially in the last 10 years. The practicality of upgrading a structure built with 20th century materials and methodologies to then-current merchantable standards may be a bigger challenge than one might think.

Consumers will have heightened expectations regarding the accommodations as well. Just look at all of the criticisms of current Disney resort rooms regarding something as basic today as USB ports and WiFi access. Now imagine a reality where new hospitality product on the market has fully integrated smart technology, including thermal controls, self-dimming windows, MEP systems (mechanical, electrical, plumbing), and advanced interior and exterior soft goods and furnishings. The issues they would face are manifest if they decided to fully "gut" a building (as opposed to more lipstick on the pig), requiring it to be brought up to current structural engineering, mechanical engineering, fire safety, Green Energy, and life-safety standards.

 

[CaptainAmerica]

I'm not sold on the feasibility of flipping what will be 50 or 60 year old structures and selling them as new timeshares. Construction technology, building codes and Green Energy codes are moving at lightning speed, especially in the last 10 years. The practicality of upgrading a structure built with 20th century materials and methodologies to then-current merchantable standards may be a bigger challenge than one might think.

Consumers will have heightened expectations regarding the accommodations as well. Just look at all of the criticisms of current Disney resort rooms regarding something as basic today as USB ports and WiFi access. Now imagine a reality where new hospitality product on the market has fully integrated smart technology, including thermal controls, self-dimming windows, MEP systems (mechanical, electrical, plumbing), and advanced interior and exterior soft goods and furnishings. Let's not even start with what structural issues they would face if they decided to "gut" a building, requiring it to be brought up to current structural engineering, mechanical engineering, and life-safety standards.

USB-A is obsolete. Guests are stupid.

 

[DonMacGregor]

USB-A is obsolete. Guests are stupid.

I just want to be able to plug in my Apple 30-pin connector...

 

[BWV Dreamin]

How about a DCL Timeshare!! Now I would be all over that!

 

[tiana1989]

I find YC convincing for a couple reasons. One being the upcoming BC/BWV expiration. Disney’s holding steady with those prices, but at some point you have to think that the contract duration is just too freaking low even for the smaller sold out buyer market. Apparently 20 years wasn’t their cutoff, but when does it become untenable? 15, 10? YC would give them an immediate fix in the same location. Plus, in normal times when labor shortages aren’t limiting capacity at the hotels, YC shows up on Priceline/Hotwire more than any other deluxe. They’re not selling out of that thing on the cash side, so there’s a similar argument to flipping some of those cash rooms to DVC as there was for GF. I guess similarly flipping Aruba at CBR into a new Riviera building would work, but Riv just isn’t selling that quickly.

Personally, I would LOVE to see CSR, but that leads to all kinds of questions. A non-deluxe has never turned DVC before, and I doubt they’d sell it as the first “moderate DVC” because they couldn’t really sell it for that much less than the ones they already have. Demand would be crazy for a “cheap” DVC option, and it would flood the pool with SAP when people buy CSR to stay at GFV. And I know that CSR is jokingly referred to as Deluxe-Lite (I personally tend to agree and think GDT is gorgeous, the grounds are beautiful and peaceful, and even the standard rooms just feel more upscale than the other mods), but realistically speaking if Disney wanted to make a moderate DVC building/wing, they would have to add some amenities and upgrade even more (like having Deluxe DVC room guests having access to the same amenities as the moderate cash guests? I don’t mean that in an ew moderate guest cooties type of way (I’m a moderate guest!), but just is distinguishing the difference just in the rooms themselves enough? And then is it even a cheap flip anymore if you’re having to build new deluxe places for the deluxe room guests to stay? And what happens with extended evenings? I’m really just thinking things through here and could be totally off base because I think CSR would make a great DVC addition and one I would personally be stoked to buy, regardless of how they work it out!