The large number of new Aulani resale contracts??

Looks like copper creek is todays flavour of dropping contracts

The Copper Creek listing anomaly is some kind of error. www.dvcforless.com is reporting 116 - 150 pt contracts offered by a smaller broker. If you back out 115 of those identical contracts the CCV inventory number is stable (been running at about 50-55) since July.

The unusual inventory volume is actually at SSR up 25% this week!
 
Those Aulani prices are starting to drop. I wonder at what point they start to clear given that there are a LOT of them, that they are stripped, and have a delayed closing…. $75pp?
No one is going to do bite until dues all covered and closing costs too IMHO.

Then MAYBE they start clearing out at fire sale prices.

This is what Disney needs to be careful on doing as they exit the big number folk and not crash the system that they built. 2025 will certainly be interesting and active DVC resale market.
 
The Copper Creek listing anomaly is some kind of error. www.dvcforless.com is reporting 116 - 150 pt contracts offered by a smaller broker. If you back out 115 of those identical contracts the CCV inventory number is stable (been running at about 50-55) since July.

The unusual inventory volume is actually at SSR up 25% this week!
My guess is the the bump in SSR which has been noticed since early November is another set of commercial rental contracts leaving the system as well. If I were a commercial renter, beginning years ago, I certainly would've stocked up on SSR and then used those to make confirmed reservations elsewhere. Low resale, low dues = ideal for that purpose. Hopefully the removal of these contracts makes things easier for people who use points primarily on themselves.
 
My guess is the the bump in SSR which has been noticed since early November is another set of commercial rental contracts leaving the system as well. If I were a commercial renter, beginning years ago, I certainly would've stocked up on SSR and then used those to make confirmed reservations elsewhere. Low resale, low dues = ideal for that purpose. Hopefully the removal of these contracts makes things easier for people who use points primarily on themselves.
Doubtful. The system is built on selling out of points and being full capacity. With that there will always be people or business seeking the rooms.
 
Doubtful. The system is built on selling out of points and being full capacity. With that there will always be people or business seeking the rooms.
What I mean is--there will no longer be (or perhaps be fewer) people using bots to scout for point advantageous rooms, either at 11-months, 7-months, or when people cancel. The general DVC system should be spread out over many room sizes and categories. The renters target a LOT of studios--specifically BWV standard, AKV value, Riv duo, CCV studios, and (I'm guessing) PIT duo resort view. Essentially the renters target things that look like hotel rooms for people wishing to pay less for something similar to the type of room that WDW typically rents as cash inventory through their site. And yes, I know there are some differences between deluxe studios and hotel rooms. But this generally is what I think has been going on for years. And kicking out the renters will make this better for people who use DVC points in the way that they were intended to be used.
 
Curious how DVC will combat the inevitable drop and then price difference between direct and resale. When the gap is that big it's hard not to buy resale. You essentially have a decent pool of rooms to pull from for at least another 20ish years.
 
Curious how DVC will combat the inevitable drop and then price difference between direct and resale. When the gap is that big it's hard not to buy resale. You essentially have a decent pool of rooms to pull from for at least another 20ish years.
That's the delicate balance Disney needs to be mindful of as they exit large holders. We're seeing the just the beginning of this developing; so those in the market of building their Disney addiction will be in nicely placed if they are AUL or SSR bound.

It'll be interesting to see if boardwalk and beach club contracts hit and how they do.
 
What I mean is--there will no longer be (or perhaps be fewer) people using bots to scout for point advantageous rooms, either at 11-months, 7-months, or when people cancel. The general DVC system should be spread out over many room sizes and categories. The renters target a LOT of studios--specifically BWV standard, AKV value, Riv duo, CCV studios, and (I'm guessing) PIT duo resort view. Essentially the renters target things that look like hotel rooms for people wishing to pay less for something similar to the type of room that WDW typically rents as cash inventory through their site. And yes, I know there are some differences between deluxe studios and hotel rooms. But this generally is what I think has been going on for years. And kicking out the renters will make this better for people who use DVC points in the way that they were intended to be used.
Disney pivoted a few years ago to studio heavy resorts too so this is an issue of their own making by attracting that type of DVC ownership.

As we enter our second part of ownership, we have an eye out more for the 2bedroom ratios and happy with our primary home resort at VGC vs the tower across the street where 2BR will be brutal in the future.
 
Disney pivoted a few years ago to studio heavy resorts too so this is an issue of their own making by attracting that type of DVC ownership.

As we enter our second part of ownership, we have an eye out more for the 2bedroom ratios and happy with our primary home resort at VGC vs the tower across the street where 2BR will be brutal in the future.
I assume this pivot was based on usage patterns or survey results of DVC owners. The commercial renters make this problem worse. It'll be interesting to see if it levels out.
 
That's the delicate balance Disney needs to be mindful of as they exit large holders. We're seeing the just the beginning of this developing; so those in the market of building their Disney addiction will be in nicely placed if they are AUL or SSR bound.

It'll be interesting to see if boardwalk and beach club contracts hit and how they do.
I don’t think BCV is very affected by commercial owners who own there; rooms are easy to get between 7-11 months. Boardwalk is likely affected though. Those low point rooms may be tantalizing to commercial owners. However perhaps the 7 month mark may ease for non owners at both resorts?
 
I don’t think BCV is very affected by commercial owners who own there; rooms are easy to get between 7-11 months. Boardwalk is likely affected though. Those low point rooms may be tantalizing to commercial owners. However perhaps the 7 month mark may ease for non owners at both resorts?
lol; being VGC -- everything looks like lower points for us :D
 
My guess is the the bump in SSR which has been noticed since early November is another set of commercial rental contracts leaving the system as well. If I were a commercial renter, beginning years ago, I certainly would've stocked up on SSR and then used those to make confirmed reservations elsewhere. Low resale, low dues = ideal for that purpose. Hopefully the removal of these contracts makes things easier for people who use points primarily on themselves.

I think some commercial renters are buying up SSR points. a broker told me 5 contracts from the same seller got purchased by the same buyers. Had banked points. Basicly made a bulk offer on them
 
I suspect it's "contracts with banked points". The market under-values loaded contracts and over-values stripped ones. so the obvious rental strategy is to buy loaded contracts, strip them, and sell them.
 



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