When they announced the new association for cabins at FW I knew the writing was on the wall. This is really good for me having owner priority in the new building, but I think it's dumb for DVD. Unless of course they plan to shift a bunch of bungalow points over to the new building and rip everybody off. I was sure this would be a new association. Happy to be wrong though.Just announced that this will be part of the existing PVB condo association.
I think it is safe to expect the same starting price with the best incentives to float between Poly, Riviera, and FW, similar to how VGF was sold alongside Riviera. They'll also differentiate Poly and FW with different point charts for comparable sized rooms, like a Poly one bedroom will likely cost a decent bit more than one week in a cabin so people buying into FW will need fewer points for a week compared to Poly.Now to see what pricing will be on Polly tower versus cabins at four wilderness. Does Disney have any incentive to offer significant incentives for Polynesian will be part of the same association?
I guess we won’t reach grand Floridian fire sale numbers of the summer.
I think there will be a lot of add-on purchases from existing members at other resorts. Having 1,2&3 beds will hugely increase demand.Now to see what pricing will be on Polly tower versus cabins at four wilderness. Does Disney have any incentive to offer significant incentives for Polynesian will be part of the same association?
I guess we won’t reach grand Floridian fire sale numbers of the summer.
I've read statements by people who were present at the meeting and they are all pretty much saying that there was no ambiguity in how Ms. Chang answered the question as it was posed. The fact that to date no one from DVD has issued a statement that refutes it is kind of telling.Someone on a Facebook group posted this the other day..
"Just spoke with Yvonne Chang during the reception about Poly Towers some more. She stressed that the plan to make it part of the current poly association could change. They haven’t filed anything yet and have a way to go."
Also I have seen reports that Disney said "resort" and not "association", a big difference between the two. Anybody who was there or seen a recording know the exact words used?
So I would still say we have no definite answer. That will only happen when the paperwork is filed.
Equally though it could be the regulatory body who rules it out.I believe I read that the question was specifically about association and that the answer includes "yes, " "same resort, " and "at this time."
They didn't need to answer the question and could have punted. Execs were in the room and did not immeridtaley correct. In time since Disney has known the news that's been reported but hasn't offered anything to slow it down or stop it.
But yes, it was qualified as at this time because that's the best way to CYA in the exceedingly unlikely scenario Disney decides to crush member trust and back track. They've had years to make this decision, it’s the decision that makes the most sense, and they're filing will be in the next few months so I'm not expecting any changes.
I'm weak on regulatory, so maybe? But I'd argue it's not really any different than VGF adding Big Pine Key studios, Saratoga adding tree house villas, etc.Equally though it could be the regulatory body who rules it out.
But if the decision is reversed there could be a lot of unhappy resale buyers.
To be clear, I don’t think it will change.I'm weak on regulatory, so maybe? But I'd argue it's not really any different than VGF adding Big Pine Key studios, Saratoga adding tree house villas, etc.
Resale prices for the Poly will also rise.
Makes sense. It's already mid $150s with only studios and bungalows and, apparently, commands top dollar renting. Poly hotel side is often excluded from promotions, or at least the largest promotions. Realistically it's Disney's most in-demand deluxe resort. Adding more room categories should only increase demand and, in a vacuum, price, but then supply will also eventually by high. It's already a little over 4 million points and should shoot past BLT (5.7 M). The other bigger resorts are AKV (7.4 M), OKW (7.67 M), and SSR (14 M). With the building size and point charts it looks like Poly will shoot past OKW to become the second largest by points. A hugely popular resort with a huge humber of points, it'll be an interesting study.Eye lopI think temporarily (lots of resale activity for the next 6-9 months and then it backs off). Poly is going to become a huge DVC resort and number of points is definitely well correlated to lower resale prices; mixed in with extended lack of ROFR.
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