Group 1 - The stock market is currently experiencing high valuations, with major indexes at or near all-time highs, making it challenging to find attractively priced investments [1] - High-dividend stocks, particularly real estate investment trusts (REITs), present a notable exception, offering sustainable dividends at attractive valuations [2] Group 2 - Healthpeak Properties (NYSE: DOC) is a leading REIT specializing in healthcare properties, focusing on outpatient medical facilities, lab facilities, and continuing care retirement communities (CCRCs) [3][4] - Despite a challenging growth environment for REITs due to high interest rates, Healthpeak has successfully added value through strategic acquisitions, such as Physicians Realty Trust [5] - Healthpeak offers a 6.4% dividend yield, well-supported by profits, and trades at approximately 10.3 times its 2025 funds from operations (FFO) guidance, significantly lower than the average P/E ratio of S&P 500 stocks [6]

Group 1: Ford's Current Situation - Ford's stock has been underperforming, leading to a reconsideration of its role in investment portfolios [2][7] - The company's Ford+ growth plan aims to revitalize its brand by focusing on three core areas: Ford Blue, Ford Model e, and Ford Pro [4] - Despite the strategy, wholesale sales in both Ford Blue and Ford Model e segments declined, with Ford Model e experiencing a 35% slump [5] Group 2: Financial Outlook and Risks - Ford's CFO indicated expectations for significant progress by 2025, but the uncertainty surrounding tariffs has led to a suspension of guidance [6] - The potential decline in cash flow raises concerns about the sustainability of Ford's dividend payments [6] Group 3: Alternative Investment Opportunity - Healthpeak Properties is being considered as a replacement for Ford, offering a diversified portfolio of healthcare properties [8] - The REIT benefits from strong demand and stable cash flow, with expected income growth of 3% to 4% annually [9] - Healthpeak Properties currently offers an attractive dividend yield of over 6.6%, supported by a low payout ratio and a strong balance sheet [10][11]