Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

21.16

-0.07 (0.33%)

as of Jun 10, 2026, 8:00:00 pm Market Open.

516 watching

Investor Insights

Jun 10, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN) is highly regarded by analysts for its solid position within the retirement home sector, driven by favorable long-term demographics. The company focuses exclusively on private-pay retirement homes, which positions it well amidst an aging population facing a shortage of available beds. With an impressive occupancy rate of over 95% and strong growth potential through acquisitions and development, Chartwell is seen as an attractive investment for the next 5-10 years. Many experts highlight its healthy fundamentals, including low expense growth compared to rental increases, which supports its projected double-digit earnings growth rate through 2028. Despite some concerns regarding its high price-to-earnings ratio compared to peers, the overarching sentiment is optimistic about its growth trajectory and the demand for its services.

Consensus

Positive

Valuation

Overvalued

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COMMENT

One of his favourite REITs because demographics favour the growth of nursing homes and he feels this is one of the best run ones and you are going to have rising earnings and rising dividends. 5.16% dividend yield. He could see 5%-10% upside.

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HOLD

Good performing stock. Has been volatile and more recent past has been kind. Have done a good job of repositioning and selling US assets. Always prudent to trim after a good run. Buy at sub-$10 level.

DON'T BUY

Nursing homes. Have assets in US and Canada. Just sold a big portion of their US portfolio. US retirement home numbers recently came out and they were very good. Trades at 15X price to AFFO so feels it is fully valued.

PAST TOP PICK

(A Top Pick Aug 4/11. Up 54.81%.) This one had been beaten up unnecessarily.

BUY

A leader in the seniors housing play. Yield of over 5%. Management is refocusing on Canada. They have made an acquisition to expand their presence here. Selling off non-core areas in the US. Demographics are good with people getting older and living longer. Taking advantage of the low interest-rate environment.

BUY

Long-term demographics are in its favour. Dividend is secure.

COMMENT

Feels seniors housing market is pretty well-balanced in Canada. A little bit more supply than demand in the last 2-3 years. His biggest concern with this one, up to about 6 months ago, was operational risks and execution. They struggled, which is why they have languished compared to some of their peers. Recently undertook a very sizable acquisition of retirement assets, scattered across the country. Got a US operator to help manage those assets. Upside here is a couple of bucks. Decent dividend.

PAST TOP PICK

(A Top Pick Aug 4/11. Up 40.87%.) Recently sold a big chunk of their seniors housing in the US.

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TOP PICK

Seniors housing operator and manager. Likes the industry fundamentals. People are living longer. Very low penetration rate for people going into seniors housing communities so they will benefit. Not reliant on government funding. 20% of the business is long term care in Ontario. About 25% of business comes from the US but they’ve been refocusing on what markets they want to be in there and have been selling off non-core assets there.

COMMENT

Really likes this one. Growing faster at about 10% versus the REIT sector of about 8% but trades at a discount to the REITs. REIT sector trades at about 17X forward AFFO while this one trades at around 13.5. 6% dividend is well supported. Have been doing a good job of shedding their non-core US assets and re-deploying the cash into core assets..

TOP PICK

(Top Pick Jun 20/11, Up 12.05%) Occupancy is 90%. Refocused on what they were going to do in the states, selling some assets. Likes yield at 6%. Great vehicle for income and some capital growth. Beta is half the volatility of the TSX composite.

COMMENT

Largest publicly traded owner/operator of seniors housing in Canada. Have decided to consolidate into 4 core markets in the US to reduce their exposure. Recently sold a small portfolio of US assets. He would be a buyer under $9. He wants a 15% return on this one but if you are happy with a 10%-12% return you could buy these levels.

PAST TOP PICK

(A Top Pick June 20/11. Up 16.65%.) Largest Canadian in senior housing. Their facilities are assisted living independently so it is not funded by the government. High occupancy. Likes the demographics. There is very low penetration for seniors housing. They hope to increase this over time. Pulling back from the US market and refocusing on where they want to be. Increased their presence in Canada through Québec, which is good.

TOP PICK

Doing a major acquisition that they are sharing with a US group. When they put this together, 1) they are improving their overall structure 2) one of the few that have got it right for cost controls and 3) they are going to have a much bigger portfolio.

PAST TOP PICK

(Top Pick Mar 28/11, Up 8.15%)

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Chartwell Retirement Residences (CSH.UN.TO)