Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

20.81

-0.13 (0.62%)

as of Sep 8, 2026, 8:00:01 pm Market Open.

521 watching

Investor Insights

Sep 8, 2026, 12:00 am

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

Chartwell Retirement Residences (CSH.UN-T) is positioned well within the retirement residence market, benefitting from aging demographics and a lack of new supply. Most experts are bullish on the stock, highlighting its solid fundamentals, including high occupancy rates above 95%, which are expected to improve further. Analysts agree on the company's potential for growth, noting its strategy to expand through acquisitions rather than traditional equity raises, which has generated some volatility but is largely seen as a sound long-term approach. Despite its current high price-to-earnings ratio compared to peers, many believe in its strong growth narrative and ability to maintain or increase margins over the coming years, with positive trends in earnings growth projected through 2028.

Consensus

Bullish

Valuation

Overvalued

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Sienna,SIA.TO

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.

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PAST TOP PICK

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

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.

Showing 346 to 360 of 488 entries

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Chartwell Retirement Residences (CSH.UN.TO)