News Disney Lakeshore Lodge (Project 89 - Development near Fort Wilderness)

[nickys]

Actually, this is likely tied closely to cabins. May be part of same trust, allowing Disney to lower dues on cabins (making them maybe easier to sell).


I wouldn't be surprised if Poly sells out before Riviera as it does not have same resell restrictions and is on the monorail loop.

They could combine Reflections and the. cabins at FW into one association. As you say it could make the Cabins more attractive by adding amenities and lower the maintenance fees compared to what they are now.

However, that would also mean the maintenance fees for the resort as a whole would still be significantly higher than any other WDW resort, since the cabins will still have to be completely replaced at about the half way point. The costs of that are obviously significantly higher than a complete refurb of That would impact the sales at Reflections.

Absolutely spot on about the Poly sales. Initially there will be a massive rush to add on points from existing DVC members at the Poly. I expect them to be quickly declaring more rooms into inventory there.

 

[Gusey]

Rewatching the 2019 D23 Expo updates, Reflection was originally going to have treehouse cabins and A-frame cabins in addition to the main hotel. Do we think some of these might be what those permits are linked to?

 

[John park hopper]

Just what WDW needs another DVC

 

[nickys]

Rewatching the 2019 D23 Expo updates, Reflection was originally going to have treehouse cabins and A-frame cabins in addition to the main hotel. Do we think some of these might be what those permits are linked to?

Very likely.

It seems like it’ll be very spread out, with what could be a pretty long trek to refill your soda or buy milk. I also hope it doesn’t encroach upon WL. But some of the locations seem to be closer to WL than the prepped area next to FW, presumably the main lobby & TSR.

That’s if those plans are what they go ahead with.

 

[BrianLo]

Who’s buying?

I was told a couple weeks ago that dvc sales were GREAT in July…

Actually they were atrocious. Just higher that the rest of the year

Their sales numbers are way less lb for lb than they were from 2000-2020.

The reason I have to keep chasing you around like a broken record is that you keep making things up that are actually false. I don’t really care how well DVC is doing, but there is no reason to lie about it.

DVC direct sales were higher last year than they have been in the proceeding 10 years… (I told you this). Riviera just had its best sales month in 4 years (I told you this). This will likely end up being another extremely strong year. Yes, largely on the back of Poly Tower. But the current sales year has already been historically ‘strong’.

Direct sales are not, in fact, atrocious. Which is exactly why they are making more of them like clockwork. Riviera is well on pace to sell out in 2026. Depending on the size of the Poly Points pool it will be gone by 27/28 ish. They need more Inventory to sell. I doubt this even reaches Bobs office, DVC is completely on autopilot, that continues unabated until 2041.

 

[BrianLo]

I wouldn't be surprised if Poly sells out before Riviera as it does not have same resell restrictions and is on the monorail loop.

I think the initial sales will be gangbusters, but the mid point depends on incentives. RIV started outpacing VGF during its mid point and VGF required a large sale to overtake it again.

Though I don’t doubt Poly will maintain a fast sales pace, it’s just a fairly large product and would have to maintain a 2/3:1 sales ratio over its entire life to win that foot race.

RIV already has less than 2 million sellable points and Poly Tower probably 4-5?

 

[lazyboy97o]

Just wondering about this, if before Covid the resort was under active construction wouldn’t the required electrical support have already been approved or in development?

There are time limits on how long you can not start / pause work. Not to mention any changes that have occurred.

 

[castlecake2.0]

There are time limits on how long you can not start / pause work. Not to mention any changes that have occurred.

Makes sense, just seems the timing is weird. Are we sure there’s nothing else in the works?

 

[nickys]

Makes sense, just seems the timing is weird. Are we sure there’s nothing else in the works?

Pretty sure they were only working at the “main lodge” site before. Maybe the electrical infrastructure for the cabin style accommodation was never started.

 

[KDM31091]

I know Disney doesn’t care, but a giant tower next to the cabins is going to completely ruin the “wilderness” feeling of the area.

 

[flyerjab]

View attachment 812586

The reason I have to keep chasing you around like a broken record is that you keep making things up that are actually false. I don’t really care how well DVC is doing, but there is no reason to lie about it.

DVC direct sales were higher last year than they have been in the proceeding 10 years… (I told you this). Riviera just had its best sales month in 4 years (I told you this). This will likely end up being another extremely strong year. Yes, largely on the back of Poly Tower. But the current sales year has already been historically ‘strong’.

Direct sales are not, in fact, atrocious. Which is exactly why they are making more of them like clockwork. Riviera is well on pace to sell out in 2026. Depending on the size of the Poly Points pool it will be gone by 27/28 ish. They need more Inventory to sell. I doubt this even reaches Bobs office, DVC is completely on autopilot, that continues unabated until 2041.

I love when you dunk on someone with, you know, those pesky facts.

 

[castlecake2.0]

I know Disney doesn’t care, but a giant tower next to the cabins is going to completely ruin the “wilderness” feeling of the area.

It’ll be disguised as a tree if needed like the others on property

 

[nickys]

I love when you dunk on someone with, you know, those pesky facts.

@BrianLo cited the sales figures, he’s the one with the current facts here.

 

[nickys]

I know Disney doesn’t care, but a giant tower next to the cabins is going to completely ruin the “wilderness” feeling of the area.

Next to which cabins?

From what concept art we have from D23 2019, the multi story building is on the prepped site. Not really next to the Cabins at FW, albeit near to FW resort and the stable block.

Personally I hope it’s maybe 3 stories high max. Wishful thinking perhaps.

The A frame and “tree house style” lodges are the ones scattered along the lake side towards WL.

 

[Ayla]

It’ll be disguised as a tree if needed like the others on property

He means a building, not a cell tower.

 

[BrianLo]

@BrianLo cited the sales figures, he’s the one with the current facts here.

Flyerjab was posting in support.

I love when you dunk on someone with, you know, those pesky facts.

I get it, it feels like it shouldn’t sell well. The prices have continued to climb. A lot of longer time WDW members really don’t like the contained Westin tower vibe, which is a completely valid opinion to hold.

But the family millennial buyers that are now dominating the purchasing pool seem to have this preference for these designs. So despite the boomers and gen x-ers complaints by and large, they aren’t the active direct buying pool.

From an intuition perspective poor sales sounds right… my annoyance with this is recently being called a PR shill and clearly subtlety being dunked on for being interested in the more academic truth here, which is sales rate and products that are moving. It gives us a very good idea of the medium term cadence of this arm of the company. And it’s easily findable facts that I’m crossing the threshold from someone making comments on intuition to clearly starting to make up their own false narrative.

 

[nickys]

Flyerjab was posting in support.

Oops, sorry @flyerjab ! I misunderstood your post.

 

[KDM31091]

Next to which cabins?

From what concept art we have from D23 2019, the multi story building is on the prepped site. Not really next to the Cabins at FW, albeit near to FW resort and the stable block.

Personally I hope it’s maybe 3 stories high max. Wishful thinking perhaps.

The A frame and “tree house style” lodges are the ones scattered along the lake side towards WL.

It’s going to be close enough to disturb the vibe in my opinion. Unless it’s very short like you said.

 

[Sirwalterraleigh]

View attachment 812586

The reason I have to keep chasing you around like a broken record is that you keep making things up that are actually false. I don’t really care how well DVC is doing, but there is no reason to lie about it.

DVC direct sales were higher last year than they have been in the proceeding 10 years… (I told you this). Riviera just had its best sales month in 4 years (I told you this). This will likely end up being another extremely strong year. Yes, largely on the back of Poly Tower. But the current sales year has already been historically ‘strong’.

Direct sales are not, in fact, atrocious. Which is exactly why they are making more of them like clockwork. Riviera is well on pace to sell out in 2026. Depending on the size of the Poly Points pool it will be gone by 27/28 ish. They need more Inventory to sell. I doubt this even reaches Bobs office, DVC is completely on autopilot, that continues unabated until 2041.

Wait a minute…what year is it?

 

[nickys]

It’s going to be close enough to disturb the vibe in my opinion. Unless it’s very short like you said.

I was asking which cabins.

The CCV cabins at WL or the Cabins at FW?

I agree it’s close to Pioneer Hall, but I don’t know how close either the cabin loops or camping loops are to there.