Winter Dec 25 - Jan 26 Direct Incentives

[AstroBlasters]

I really don’t understand why anyone would buy VDH resale at the asking prices when you combine incentive, $1500, & Magical Beginnings.

 

[Brian Noble]

Magical Beginnings.

Well, those points are worth something. For apples-to-apples, you'd want to compare to a resale contract that was also missing those points. In fairness, most are.

 

[AstroBlasters]

Poly sales must be doing just fine…..

 

[airjay75]

The points backing those rentals are coming from either (a) owners who are using a Disney-internal exchange for e.g. DCL or (b) breakage.

There is no way on Mickey's Cheese-colored Earth that they are not selling points they could sell. If they wanted to keep some of it as a hotel, they'd build a mixed-use property---like they are apparently doing at Lakeshore.

Yeah, I suppose you're right. Otherwise, why build the DVC in the first place as presumably regular hotel rooms are much easier to sell and maybe with higher margins. I suppose, to the extent they want more DVC inventory to rent, they could just adjust the exchange rates, although there would be potentially other forces on the other side of the exchange (e.g., whether DCL has inventory it needs to fill).

 

[airjay75]

I really don’t understand why anyone would buy VDH resale at the asking prices when you combine incentive, $1500, & Magical Beginnings.

I think the same thing every time I see a PVB contract show up on the ROFR thread. I just don't really get it.

 

[AstroBlasters]

I think the same thing every time I see a PVB contract show up on the ROFR thread. I just don't really get it.

At least with Poly resale you can stay at other resorts besides Poly.

 

[melissa70]

So the question I keep coming back to is …do I buy direct so I’m not locked out of the new resorts and add some points at the same time or is it not worth the premium

 

[AstroBlasters]

So the question I keep coming back to is …do I buy direct so I’m not locked out of the new resorts and add some points at the same time or is it not worth the premium

This feels like Déjà vu….

 

[airjay75]

Interesting, I am glad they didn’t discount CCV too heavily, would have had me questioning my recent resale CCV decision lol. At 226 per point, I’ll pass

Of course, assuming it is eligible for magical beginnings, that gets you down to $209/point by my math (on 150+ points). Take another 2% off or so by paying with credit card. Still a pretty big spread between that and the better deals you see on CCV. But, it’s a small enough spread to get me thinking.

 

[Disney Spaz]

Where are you seeing that 1/31 offer expiration date? In the CCV link above, I see that the contract expires 1/31/2068, but it also says "Developer Credit starts on December 11, 2025 and all Tours must be completed by February 9, 2026 when the offer expires."

I do not have an answer for you on the loan question.

You are right even with my glasses I cannot read correctly.

 

[airjay75]

You are right even with my glasses I cannot read correctly.

It is some pretty small print on those pdfs .

 

[Add-On-Itis]

When do they annouce those VISA / DCL / Annual Pass / D23 discounts? Or none available this round?

 

[melissa70]

@AstroBlasters Haha my bad.. I thought that’s what these threads were about

 

[AstroBlasters]

@AstroBlasters Haha my bad.. I thought that’s what these threads were about

It was intended to be a playful comment…..

 

[atthebeachclub]

If ROFR activity is any indication, my guess is that we won't see any BLT sales anytime soon. TBH, it sort of surprises me given the recent refurb and how well they seem to have nailed it. Going by ROFR activity, seems more like they're gearing up for another AKV sale in the coming year. That said, I'm not sure ROFR activity is that much of an indication - there has been a little CCV ROFR activity this year, but not very much (at least that we know about).

No BLT at reasonable prices because they probably don’t want to compete with a lower price chart monorail option while actively selling Polynesian.

 

[AstroBlasters]

No BLT at reasonable prices because they probably don’t want to compete with a lower price chart monorail option while actively selling Polynesian.

It could mean that we will see an uptick in CCV ROFR though….

 

[hhisc16]

According to my guide, CCV never actually sold out - they just stopped promoting it. I have no idea how many points they have remaining to sell however.

As of 12/31/24, DVD owned 66,473 points at CCV. Plus they also have 45,555 points in unsold inventory.
(pulled this from the 2025 meeting notice)

I would be curious about what they will own at CCV as of 12/31/25.

 

[RMDVC24]

So the question I keep coming back to is …do I buy direct so I’m not locked out of the new resorts and add some points at the same time or is it not worth the premium

If you really value unrestricted points then direct points could be worth it. Keep in mind, direct prices are only going to go up.

 

[muppets3d]

No…it would be 2025 points for everyone because no one has started their 2026 UY.

If you buy today with a Feb UY, your first set of points are 2025 since that is the current UY.

Right now, all UYs start with 2025 points.

What if you buy with a September UY? Am I confused? So my use year rolled over September 1 - but those points that rolled over on September 1 2025 were 2024 use year points, so I am now in my 2025 use year. If I buy now, I would get 2025 use year points that are bankable until April 30. As I type this out I feel like I was confused and it's making sense now.

 

[Hubalorian]

Of course, assuming it is eligible for magical beginnings, that gets you down to $209/point by my math (on 150+ points). Take another 2% off or so by paying with credit card. Still a pretty big spread between that and the better deals you see on CCV. But, it’s a small enough spread to get me thinking.

It definitely caught my attention and got me doing some math. However, I don’t think it’s going to convince me to pull the trigger