Thursday, October 06, 2005

The Fate of Video Rental

Blockbusters, Movie Gallery and Hollywood Video are the top three major video rental companies in US. Each one of them depends on clients to walk into their location, pick out a video or DVD or game to rent, right?

Companies like NETFLIX are coming on strong, allowing customers to order videos on the internet with absolutely no late fees.

Where is all of this headed? Let's just say this, I'm not sure that I'd buy a single tenant, 15 year NNN leased product right now with a video chain as the only tenant.

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