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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Sienna,SIA

TOP PICK

Had been in the penalty box for quite a while because of the very aggressive management team with poor integration of assets. New management is much more operationally focused and cost conscious. Just acquired some high margin assets. 5.9% dividend yield.

PAST TOP PICK

(Top Pick Mar 28, 2011, Down 18.77) They are focusing more on Canada now. Nice yield. Would continue to hold it.

BUY

Acquired a bunch of nursing homes in Ontario yesterday. Street is optimistic. Longer term it should work out for them. The portfolio has not reached its potential. Possibility that in 3-5 years they could be $8-10. They could get acquired, too.

PAST TOP PICK

(A Top Pick Feb 14/11. Up 9.04%.)

TOP PICK

Haven't been too great for a long time but they've got their focus. Have about 30% in the US. Have an affiliation with a manager who is going to manage a lot of their properties. They are negotiating for a portfolio owned by European group worth about $1 billion. Will probably be a big opportunity but could also be a challenge.

TOP PICK

Good yield at just under 7%. Also likes the demographics of their business. Penetration rate in Canada and the US is quite low. Refocusing their US strategy by selling some non-core assets and reinvesting in the 4 core states they want to be in.

TOP PICK

Very hard to make money on seniors housing but this is a group that is finally putting it together. 25% of their holdings is in the US, which came out with much better numbers than expected. Selling off a lot of units in the US and concentrating in 4 states. High yield.

TOP PICK

Doesn’t like seniors housing but this one is very cheap. Trading at around 14X free cash flow. Probably worth $8.50-$8.75.

BUY

Everyone thinks retirement/nursing homes are wonderful because of demographics but it is a hard business. Margins are tight. His guess is that with risk, (don’t put too much in) it should do well over time.

TOP PICK

Operator of seniors housing – 25% in US, rest in Canada. 7.5% yield. People are aging. 5% of individuals in Canada live in seniors housing. Many seniors waited until after recession to sell house and move into senior’s residence so occupancy is increasing.

COMMENT

Seniors housing space. Has been challenged in this space. Has some exposure in the US, which has been in minefield for seniors housing. Management is stabilized and solid. This is a sector you might be cautious of.

TOP PICK

Retirement homes in Ontario. Have done a lot of work, which the market has not accepted. 25% of their businesses in the US where they have turned the management over to a high-quality service. Concentrating on 4 states and selling the rest. 7.5% yield.

BUY

US government reimbursement scare dropped the stock. Also got painted with Extendicare (EXE.UN-T) because about 25% of their suites are in the US, but these are private care, meaning the individuals pay not the government. Over 8% yield.

PAST TOP PICK

(Top Pick Sept. 28/10, Down 17.82) Thought that market was improving with capacity to fill up. In Q4 it turned out they weren’t filling up. They weren’t able to hit the numbers so he exited. Business fundamentals were deteriorating.

WEAK BUY

Demand for seniors housing will do nothing but increase in our lifetime. He is concerned about government regulation and the impact on profitability. Governments are coming down from chronic care and continuing care down to the light care. Liberals especially would increase regulation of these kinds of housing. There is tremendous growth potential but he is worried about regulation. He likes H&R REIT, Cromby REIT, and Canadian Apartment REIT.

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Chartwell Retirement Residences (CSH.UN.TO)