The ROI is more from increased cash prices in current resorts, and the cash flow from new DVC sales. I think--but am not remotely sure, someone who knows weigh in--that Disney cannot change the total annual point requirement of already existing DVC resort. It can move them around, but they have to sum over the year to the same total, I think. Bus costs pale in comparison.
For example Pop, AofA, and CB went up about 20% for 2020, compared to ~6% to 8% 2020 increases in the other mods and values. That sums to about an incremental $60 million in 2020 compared to having prices at those three going up at "just" the level of the other mods/values. Search "skyliner premium" on my site for the details.
So I'd look for a new gondola line location with a. a ton of already existing rooms, and b. land for a new standalone DVC after "Reflections" (a name I hate almost as much as I hate "HarmoniUS") opens. Off the top of my head, the drives me to the All-Stars and a new AK focused DVC, with lines to AK and either HS or Epcot.