Why might Disney be taking back SSR contracts now?

[SL6827]

Currently “new resorts” are not going to happen for a long long time . Will Disney be forced to change the restriction?
Also wondering if their will be a new restriction that denies point chart access for legacy members to book at Resorts built after 2020 or 2021 except Riviera...Making Riviera very valuable . And members very disturbed!

Ok, I am not quite understanding what you mean here? But it does sound interesting.

 

[Sandisw]

Currently “new resorts” are not going to happen for a long long time . Will Disney be forced to change the restriction?
Also wondering if their will be a new restriction that denies point chart access for legacy members to book at Resorts built after 2020 or 2021 except Riviera...Making Riviera very valuable . And members very disturbed!

They seem to be going forward with the new DVC near DL..only Reflections was put on hold,

No reason to remove the restriction for those buying legacy resorts resale and not being able to book RIV and future, regardless of when future resorts happen,

They already grandfathered all contracts bought prior to 2019 to be eligible for the newer resorts and I don’t think that will change.

There really is no need to because as owners sell, those points become restricted so essentially it takes care of itself over time.

 

[Kickstart]

I'm thinking with the current incentives, unless the resale offer is way above average, it doesn't matter all that much to Disney. They'll likely take whatever the lowest priced contract is, that would be the best fit, for the direct sale they're trying to close.

We might be over analyzing this. They probably have sales agents at the end of each day saying I need X amount of points (and maybe with a certain use-year) - then sending it over the fence to a ROFR team who just fills the request each day... and they're not going to lose the deal on the direct sale over a 5$ ppp difference... they'll just grab what's available. I'm sure it's more complicated than that, and they're likely doing forward projections... but still, I'm thinking the focus is to get the points to close the deal and if they've already bought up the cheaper ones they'll start taking the more expensive ones.

 

[CastAStone]

I'm thinking with the current incentives, unless the resale offer is way above average, it doesn't matter all that much to Disney. They'll likely take whatever the lowest priced contract is, that would be the best fit, for the direct sale they're trying to close.

We might be over analyzing this. They probably have sales agents at the end of each day saying I need X amount of points (and maybe with a certain use-year) - then sending it over the fence to a ROFR team who just fills the request each day... and they're not going to lose the deal on the direct sale over a 5$ ppp difference... they'll just grab what's available. I'm sure it's more complicated than that, and they're likely doing forward projections... but still, I'm thinking the focus is to get the points to close the deal and if they've already bought up the cheaper ones they'll start taking the more expensive ones.

I think this is basically probably right and the last variable is what units they already have points for. If they have 42 points for unit 11, they basically have a 25 point contract and 17 unsellable points. But if a 160 point contract for unit 11 comes through at $95 and a 160 point contract comes through for unit 80,where they own no points, at $94, the contract for unit 11 allows them to create 2 new 100 point contracts by combining with what they already have, while the contract for unit 12 would be likely to wind up as a 100, a 50, and 10 leftover points if they took it. Even at $1 a point more, the contract for unit 11 is worth more to Disney.

This by the way is why I think stripped contracts get taken. It’s planning for the future.