Incentives and new pricing winter/spring 2025

[Sandisw]

I thought it was April 28th?

That is what I thought as well.

 

[PolyRob]

I think the current incentives last until April 28th, right?

https://dvcnews.com/dvc-program-men...5-late-winter-disney-vacation-club-incentives

I got an auto-generated email "from my guide" last night with a countdown reminding me... Chip and Dale were pushing the Cabins. Aulani was also in the email. No mention of PVB or RIV.

 

[AstroBlasters]

I got an auto-generated email "from my guide" last night with a countdown reminding me... Chip and Dale were pushing the Cabins. Aulani was also in the email. No mention of PVB or RIV.

I would push Aulani direct down to $160pp with MB and then ROFR up all of the subsidized contracts. That would be a $55pp incentive…..

Won’t happen, but it’s what I would do…

 

[VGCgroupie]

I would push Aulani direct down to $160pp with MB and then ROFR up all of the subsidized contracts. That would be a $55pp incentive…..

Won’t happen, but it’s what I would do…

This makes too much sense.

 

[pzw90]

I would push Aulani direct down to $160pp with MB and then ROFR up all of the subsidized contracts. That would be a $55pp incentive…..

Won’t happen, but it’s what I would do…

I thought I read somewhere they aren’t supposed to ROFR the subsidized contracts. Could be totally wrong

 

[Sandisw]

I thought I read somewhere they aren’t supposed to ROFR the subsidized contracts. Could be totally wrong

I don’t think it matters since they are the ones who pay the subsidy…so, I think they can if they want?

My guess is they don’t because they sell for more and don’t need to since they still have points to sell.

 

[🍀TwinsMom]

I would push Aulani direct down to $160pp with MB and then ROFR up all of the subsidized contracts. That would be a $55pp incentive…..

Won’t happen, but it’s what I would do…

Wasn't there an AUL fire sale during C19 that got it down to the $130s if you bought a ton? I thought they moved a lot of points, but maybe it was higher. I agree though, finish selling it off.

 

[Brian Noble]

This makes too much sense.

No, it doesn't.

Post in thread 'Future of Riveria'

Feb 22, 2023

I think ultimately they would like to buy back all resale points and resell them directly.

Only at the right price.

The general rule of thumb in the timeshare industry is that the "cost of inventory" is at most somewhere between 1/4 and 1/3 of the total cost of the product you are selling. (The biggest cost component? Marketing at 40-50%.) That's cost not sales price. So even if they weren't making a dime of profit on any sale, it's better to build a shiny new resort than to ROFR a resale at anything more than about 1/3 of the direct price. Because there is...

• Brian Noble

• 

 

[Patmcpsu]

No, it doesn't.

Post in thread 'Future of Riveria'

Feb 22, 2023

I think ultimately they would like to buy back all resale points and resell them directly.

Only at the right price.

The general rule of thumb in the timeshare industry is that the "cost of inventory" is at most somewhere between 1/4 and 1/3 of the total cost of the product you are selling. (The biggest cost component? Marketing at 40-50%.) That's cost not sales price. So even if they weren't making a dime of profit on any sale, it's better to build a shiny new resort than to ROFR a resale at anything more than about 1/3 of the direct price. Because there is...

• Brian Noble

• 

"General rule of thumb" implies normal circumstances. When some of the contracts only carry 70% of the maintenance fees due to a clerical error, it's not longer a normal circumstance.

 

[Brian Noble]

There aren't that many subsidized contracts out there, and they don't turn over very often. And, you still under-perform compared to stick-built. From where I sit, it is not a first-tier allocation of capital, because the cost basis of stick-built is so much lower than market-rate ROFR.