The Marriott Hotel in Jogjakarta, Indonesia

John MacIntosh: I'm buying companies that, as you mentioned, mostly real estate companies where I'm paying below replacement costs or very inexpensive cap rates. You find them to be opportunistic investors who take advantage of opportunities and they're in fast growing cities and emerging markets. He says the company has an insurance policy on its built assets that's worth more than its entire enterprise value. Macintosh: EM offers plenty of low hanging fruit for the productive use of capital. Tell us about if you would please John, tell us about the Marriott Hotel in Yokokotara, Indonesia.