ROFR Thread April to June 2024 *PLEASE SEE FIRST POST FOR INSTRUCTIONS & FORMATTING TOOL*

[Massachusetts]

Shame. Interestingly, there are only 14 resale contracts left for sale across all brokers as far as I can tell… it’s really dried up so fingers crossed for the summer sale in new Poly points!

I have been tracking inventory for 7 resorts via dvcforless.com for a little bit over a month (3/25/24). I realize that there maybe some double counting with folks that list with multiple brokers but it is clear that PVB resale inventory is drying up. From 3/25-4/18 there were 51-57 listing on any given day. On 4/19 the number dropped to 37. Last Friday it dropped to 28. My count this morning was 13. (I try to take my readings at about 9:15AM)

 

[JackosinDIS]

I have been tracking inventory for 7 resorts via dvcforless.com for a little bit over a month (3/25/24). I realize that there maybe some double counting with folks that list with multiple brokers but it is clear that PVB resale inventory is drying up. From 3/25-4/18 there were 51-57 listing on any given day. On 4/19 the number dropped to 37. Last Friday it dropped to 28. My count this morning was 13. (I try to take my readings at about 9:15AM)

Very interesting!

 

[Tatebeck]

DonnerB---$240-$24705-100-VGC-Dec-0/22, 0/23, 0/24, 100/25- sent 4/13, passed 4/29

Nice! I hope mine passes as well

 

[davidhr]

I have been tracking inventory for 7 resorts via dvcforless.com for a little bit over a month (3/25/24). I realize that there maybe some double counting with folks that list with multiple brokers but it is clear that PVB resale inventory is drying up. From 3/25-4/18 there were 51-57 listing on any given day. On 4/19 the number dropped to 37. Last Friday it dropped to 28. My count this morning was 13. (I try to take my readings at about 9:15AM)

“The mouse is pleased by the results of the operation”.

 

[HyperspaceMountainPilot]

I have been tracking inventory for 7 resorts via dvcforless.com for a little bit over a month (3/25/24). I realize that there maybe some double counting with folks that list with multiple brokers but it is clear that PVB resale inventory is drying up. From 3/25-4/18 there were 51-57 listing on any given day. On 4/19 the number dropped to 37. Last Friday it dropped to 28. My count this morning was 13. (I try to take my readings at about 9:15AM)

There is no great source for market wide data, so this collection effort is very valuable. I wonder how many are actually sales and how many are more sophisticated brokers/owners pulling listings now to see how much much higher ROFR will drive prices over the next month.

It doesn’t make a lot of sense to pull an unsold listing, instead of simply raising the price— Maybe people are actually snapping up contracts because they hope to close in time for the 11 month booking window next spring?

 

[Tatebeck]

Gotta keep the buyers hungry for the Poly points as possible direct buyers

 

[JackosinDIS]

“The mouse is pleased by the results of the operation”.

Yes indeed. Resale listings have hit $200pp today, so a mix of ROFR and scarcity of supply has definitely had the desired effect!

 

[DonnerB]

Nice! I hope mine passes as well

Was going to tag you and say "my brief irrational thought was indeed irrational!"

 

[Tatebeck]

Was going to tag you and say "my brief irrational thought was indeed irrational!"

It doesn't look like they've taken any VGC back since around 2020, and then one was at 200, and the rest all below. It looks fairly safe, but I would be super bummed as I'm very excited about this contract.

 

[Chili327]

samsp99---$125-$14122-100-CCV@WL-Sep-0/23, 123/24, 100/25- sent 4/11, passed 4/29

That is trending the right direction for sure.!!
I'd like to see some 60-75 for $125.

 

[JackosinDIS]

That is trending the right direction for sure.!!
I'd like to see some 60-75 for $125.

Hoping my CCV trends it’s way out of the ROFR process soon… been waiting since 4/7!!

 

[AwfulWaffle]

I’m sorry about your contract, it was an amazing deal. If the PVB tower points chart is as aggressive as I expect it to be, perhaps we might see more people (who were only holding on to their points to rent or try bigger rooms) selling PVB?

Thanks. We are at 375 points so I didn’t really need more points so it’s not the end of the world if I have to try again. We have vacations booked for the rest of the year already so all I have is time. Another will eventually popup at my price point or we wait out the direct drought for a fire sale. They simply can’t sustain these price hikes in this economy, even if it is the new and shiny poly tower.

 

[marmentrout85]

Naturally all I'm now thinking is "I wonder if a low VGF could sneak its way through..."

 

[AstroBlasters]

Naturally all I'm now thinking is "I wonder if a low VGF could sneak its way through..."

Do it!

 

[HyperspaceMountainPilot]

Naturally all I'm now thinking is "I wonder if a low VGF could sneak its way through..."

This board thanks you in advance for your service.

 

[Tatebeck]

Naturally all I'm now thinking is "I wonder if a low VGF could sneak its way through..."

If you are looking for one you might as well try! Worst case is they take it and you are back where you started with more info than you have now to adjust for a slightly higher offer next time

 

[Chili327]

adjust for a slightly higher offer next time

Let’s not get crazy.

 

[Tatebeck]

Let’s not get crazy.

Orrrrr just keep sending them contracts at the same price until they give up and let you have one lol. Make their pockets hurt!

 

[InabinettheCabinet]

I'm curious... what stops the seller from pulling out of the sale if Disney exercises their right to purchase the contract. Could a seller not pull out of the sale and then relist at a higher price?

 

[Duckbug.Ducktales]

I'm curious... what stops the seller from pulling out of the sale if Disney exercises their right to purchase the contract. Could a seller not pull out of the sale and then relist at a higher price?

They'd have to pay a fee to the broker