Group 1 - Healthcare Realty Trust Incorporated (NYSE: HR) focuses on outpatient medical facilities, positioning itself defensively in the market, which is advantageous during macroeconomic downturns and tightening discretionary demand [1] - The company's strategy is to leverage its essential services nature to better withstand economic challenges, indicating a robust operational framework [1] Group 2 - The analyst emphasizes a long-term perspective on value creation, highlighting the importance of macroeconomic trends and corporate earnings in investment decisions [1]