Group 1: Toronto-Dominion Bank (TD) - Toronto-Dominion Bank is currently under an asset cap due to regulatory issues related to money laundering in its U.S. business, which limits its growth potential until compliance is achieved [2] - Despite the regulatory challenges, TD Bank's large Canadian business and investment arm remain unaffected, allowing for continued but slower growth [3] - The stock has declined nearly 20% from its 2022 highs, but its 4.2% yield remains attractive compared to other banks [3][4] Group 2: Realty Income - Realty Income is the largest net lease real estate investment trust (REIT), with over 15,600 properties, providing a diversified risk profile across various sectors including retail and industrial [6] - The company has increased its dividend annually for 30 consecutive years, with a compound annual growth rate of about 4%, making it a reliable dividend stock [7] - Realty Income's stock is currently trading around $58, offering an attractive 5.5% dividend yield [7] Group 3: Alexandria Real Estate - Alexandria Real Estate focuses on the healthcare sector, specifically medical research properties, and is a leader in developing research clusters [8] - The company's recent performance has been weak, with first quarter 2025 occupancy at 91.7%, down from 94.6% at the start of the year, but adjusted funds from operations (FFO) still cover the dividend with a payout ratio of 57% [9] - The stock price has dipped to approximately $72, resulting in a high yield of 7.2%, making it an attractive option for contrarian investors [9] Group 4: Investment Opportunities - There are several high-yield investment options available, including TD Bank, Realty Income, and Alexandria, all of which are well-managed companies [10] - Despite current challenges faced by TD Bank and Alexandria, they present potential opportunities for conservative investors [10] - Realty Income serves as a foundational income investment, allowing investors to opportunistically engage with stocks like TD Bank and Alexandria [10]