Okay, if BaileyBoo ain't messing around, then there are six theatres on 44th Street: the Majestic, the Broadhurst, the Shubert, the Belasco, the St. James, and the Helen Hayes.
Phantom isn't going anywhere, and Disney ain't going anywhere near the tiny Hayes.
This leaves the Broadhurst (where Tuck Everlasting hasn't even begun previews yet), the Shubert (where Matilda may potentially be nearing its end, though I doubt it), the St. James (where Rotten! isn't doing bad but not too great), and the Belasco (which honestly seems like a very strange house for Disney to move a show into). If it's actually going on 44th Street, I predict the Shubert (though the St. James could easily be viable).