RoFR back??

[Stank]

I did, it was a different contract.....

I NEVER said it was stripped....

I did say I believed it was the 750 point contract I was looking at, because that contract has been on the market a while.... and LARGE contracts are hard to sell...

But yes, it is only money..... about 100k

Between that and the resale restrictions, I haven't wanted to pull the trigger.... Maybe if you are right, and it is such a huge contract, I'll get it for sub 100

Ok I lied, one more reply.

You replied to someone who said it was a stripped contact with no points until 2025.

Instead, it was fully loaded with 2,250 points this year and next.

I question the sincerity one has when they say they were “looking” at something and being off by such an egregious amount.

Tells me it’s not a serious look. Just more boasting.

 

[Stank]

So much for "Last I’ll say on the subject."

And we can agree to DISAGREE

Yes, regarding the subject of 0 vs 2,250 points. But I think in general I’m done debating with someone who says 0 = 2,250 and insists I’m wrong.

 

[Robbie Cottam]

Ok I lied, one more reply.

You replied to someone who said it was a stripped contact with no points until 2025.

Instead, it was fully loaded with 2,250 points this year and next.

I question the sincerity one has when they say they were “looking” at something and being off by such an egregious amount.

Tells me it’s not a serious look. Just more boasting.

And I question creditability and then anything that someone has to say when they start a comment with, OK I Lied.

If you read all of the posts, I made, I know very well what I'm looking at.

in fact, so much so that I have already discussed with my wife how we would use 750 points that are going to expire in May, without losing them.....

I would suggest you learn tells better! and real estate!

Should I assume you will not be responding? or will you continue to lie....

 

[tom1944]

Can you please provide the data if where you are getting that there have been a lot of sales in those ranges?

I used DVC Resale Market and Fidelity sales numbers and they are not even close to that..plus the data here

So, just curious where you are getting the data to support the $120s?

I have been tracking sales of BLT on the Orange County site (which I hate now that it was updated) and I am not seeing this drastic drop.

I saw a 100-point contract go for $111. It was an international seller. I also saw a 160-point contract go for $125 but most of the 150–200-point contracts are going for $130 to $145.

Smaller contracts range from $160 to $185

 

[Robbie Cottam]

I have been tracking sales of BLT on the Orange County site (which I hate now that it was updated) and I am not seeing this drastic drop.

I saw a 100-point contract go for $111. It was an international seller. I also saw a 160-point contract go for $125 but most of the 150–200-point contracts are going for $130 to $145.

Smaller contracts range from $160 to $185

How often do you see large contracts, 500 plus range.....
And if you do where are those trending.....

Also, how do you do that is there an advance search for address?

 

[Stank]

And I question creditability and then anything that someone has to say when they start a comment with, OK I Lied.

If you read all of the posts, I made, I know very well what I'm looking at.

in fact, so much so that I have already discussed with my wife how we would use 750 points that are going to expire in May, without losing them.....

I would suggest you learn tells better! and real estate!

Should I assume you will not be responding? or will you continue to lie....

So says “I’ll buy two homes at $410k, because homes around me are $600k to start.”

The funny thing about real estate…the inability to have another housing market’s prices teleported and transposed onto yours…..

Farmland here is $15k an acre. Can I bring you along with me to negotiate? We can point to barren prairie land in southeast Colorado for 1/20th the price. That exactly what you’re saying when you hear a $200k house and reply with “I’ll take two because homes here are $600k”

Oooookay. And you’ll take acres of barren pasture because farmland 800 miles away is 20x as expensive.

 

[tom1944]

How often do you see large contracts, 500 plus range.....
And if you do where are those trending.....

Also, how do you do that is there an advance search for address?

I do not recall seeing any of that size. On the old site I would never have seen them because I set the search function to avoid them. On the new site I might just glance past that type of sale if the deed tax is listed over $500.

When I am actually in the market to buy- next fall most likely- I will track sales every day for about a month to get an idea of the market.

 

[Robbie Cottam]

So says “I’ll buy two homes at $410k, because homes around me are $600k to start.”

The funny thing about real estate…the inability to have another housing market’s prices teleported and transposed onto yours…..

Farmland here is $15k an acre. Can I bring you along with me to negotiate? We can point to barren prairie land in southeast Colorado for 1/20th the price. That exactly what you’re saying when you hear a $200k house and reply with “I’ll take two because homes here are $600k”

Oooookay. And you’ll take acres of barren pasture because farmland 800 miles away is 20x as expensive.

Apparently, I have gotten under your skin,
and you still don't understand what subjective means...

but as I'm sure will be stated by others

What does farm land in Nowheresville have to do with the price of BLT today?

 

[Stank]

I have been tracking sales of BLT on the Orange County site (which I hate now that it was updated) and I am not seeing this drastic drop.

I saw a 100-point contract go for $111. It was an international seller. I also saw a 160-point contract go for $125 but most of the 150–200-point contracts are going for $130 to $145.

Smaller contracts range from $160 to $185

I don’t know what more I have to say. There are 24 listings below $140 right now. Sitting. Which means the market isn’t clearing as there aren’t buyers until the price moves sub $130.

You’re not seeing a drastic drop? You couldn’t find a contract for $130s 8 months ago. Now there are 23. One for $124. My entire point is they’re falling to $100. Directionally, I’ve been correct thus far. We’ll see in another 8 months. My prediction? Lower than now. By another $20, at least.

 

[Robbie Cottam]

I do not recall seeing any of that size. On the old site I would never have seen them because I set the search function to avoid them. On the new site I might just glance past that type of sale if the deed tax is listed over $500.

When I am actually in the market to buy- next fall most likely- I will track sales every day for about a month to get an idea of the market.

Good info thanks

 

[Stank]

Apparently, I have gotten under your skin,
and you still don't understand what subjective means...

but as I'm sure will be stated by others

What does farm land in Nowheresville have to do with the price of BLT today?

It’s just comical at this point

My brother lives in London. He’ll have two of your homes at $800k. Do you deliver?

But I’m happy to feed the suburban folk. Some lack general humility. I’d say that’s the only disappointing aspect.

 

[Sandisw]

Now we are arguing…please get back to ROFR.

 

[Galactic Reversal]

Well, people are buying the thr 130s to 140s since we have evidence here and through the large brokers.

But, as I have always said, the $120s would sell fairly quickly if sellers are at that point.

The last two months have gotten some resale buyers to go direct to get the VGF deal. You have to wonder how much that impacted some of the sales at BLT, PVB, and VGF

It’s still strange to see ROFR for some VGF contracts and I didn’t think we’d see any return of it at all, even a few here and there.

ETA. I did just do a few checks and some of the contracts in www.dvcsearch.com that appear to be sitting there, show sale pending on the broker sites. So, I wonder how often these sites update things?

I believe that site is supposed to update hourly. Mine updates hourly 8am-5pm and every 3 hours otherwise. That said, I haven’t seen any BLT change to sale pending in the last two days.

Now we are arguing…please get back to ROFR.

Sheesh this thread was exhausting to catch up on.

 

[DonMacGregor]

Sheesh this thread was exhausting to catch up on.

You wasted your time. You could have gone back to the first time this was "debated" back on February 3rd (note the date), and skipped the last 4 pages. Same story, same prognostication, same strawmen, same result. BLT was going to be selling for sub-$100, DVC was going down the toilet, Disney is going under because they can't afford to pay off the HULU buyout. The only thing missing is the guarantee we'd be eyeballs deep in a serious recession by now.

 

[Robbie Cottam]

You wasted your time. You could have gone back to the first time this was "debated" back on February 3rd (note the date), and skipped the last 4 pages. Same story, same prognostication, same strawmen, same result. BLT was going to be selling for sub-$100, DVC was going down the toilet, Disney is going under because they can't afford to pay off the HULU buyout. The only thing missing is the guarantee we'd be eyeballs deep in a serious recession by now.

That was really effective restatement.
Fair, concise, and accurate.

 

[maui22]

@pkrieger2287 Disney and Comcast Hulu announcement today matches your theory that things may change with the start of Disney’s new year.

Closing Hulu for $30 billion on Sept 30, allows them to complete the bad news for this quarter and annual earnings.

 

[ocdb8r1]

@pkrieger2287 Disney and Comcast Hulu announcement today matches your theory that things may change with the start of Disney’s new year.

Closing Hulu for $30 billion on Sept 30, allows them to complete the bad news for this quarter and annual earnings.

Where is the announcement? Hadn't heard this was agreed.

 

[maui22]

Where is the announcement? Hadn't heard this was agreed.

https://www.disboards.com/threads/d...n-2023-edition.3905154/page-344#post-65035287

CNBC article on the news
https://www.cnbc.com/2023/09/06/comcast-disney-move-up-deadline-to-decide-hulu-future-ownership.html

 

[Bearval]

I have been tracking sales of BLT on the Orange County site (which I hate now that it was updated) and I am not seeing this drastic drop.

I saw a 100-point contract go for $111. It was an international seller. I also saw a 160-point contract go for $125 but most of the 150–200-point contracts are going for $130 to $145.

Smaller contracts range from $160 to $185

I just closed on my 160 for $122 about a week ago

 

[ocdb8r1]

https://www.disboards.com/threads/d...n-2023-edition.3905154/page-344#post-65035287

CNBC article on the news
https://www.cnbc.com/2023/09/06/comcast-disney-move-up-deadline-to-decide-hulu-future-ownership.html

This says they are set to "begin" talks on September 30th....not close the transaction (or even reach a definitive agreement). Absent signing a deal, they aren't going to be able to stuff the cost into Q3 2023.