TSE:CSH.UN

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
0
Investor Insights
star iconJun 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.

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Consensus
Positive
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Valuation
Overvalued
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BUY
Likes this for the fundamentals and of the $.54 distribution, only $0.03 is taxable and the rest is return of capital.
WEAK BUY
Almost all in Canada. One of the problems they all have is they always have trouble making money. He has it just for yield. Retirement home business. Suspicion there will be a new big issue come in. He thinks it’s ok but don’t go in heavily.
BUY
Operations have turned around nicely over the last couple of years. Cheap. He might look at this for himself in the next couple of months.
TOP PICK
Very cheap because it has been selling off in sympathy with Extendicare REIT (EXE.UN-T) but this one has no skilled nursing facilities in the US. Good opportunity. Expecting a 30% total return.
WEAK BUY
Seniors housing has been checkered with a series of disappointments. This is one of the ones that have survived but stock has still been very disappointing. Just came out with a secondary issue, which is probably the base for it. Not wild about it
SELL
Seniors housing space. Have had some challenges and some management changes. Currently faced with some challenges in the US. Demographic profile favours them. Wouldn't be his favourite. Would prefer Leisure World (LW-T).
TOP PICK
Seniors housing operator in Canada and the US with about 25% from the US. Seniors will become a larger proportion of the overall population. Occupancy has declined due to the recession but over time it will improve. I've made some management changes, which should be positive. Good yield at 6.7%.
BUY ON WEAKNESS
At this price there isn’t a ton of upside left. (Worth about $9.25-$9.50). Offers a very compelling yield and is 100% return of capital, so you don’t pay taxes on proceeds. Try to get it at around $8.
WATCH
Chartwell Reit`s evaluation, execution and retirement utility generation of funds (RUG) has caused a drop. He likes Leisure World better but still feels Chartwell will recover and go up.
TOP PICK
75% of suites are in Canada, rest in US. Population is getting older. Typically seniors have to sell house to move, and with depressed housing market, stock was depressed because of vacancy rates. 6% yield is safe. Good capital upside.
TOP PICK
Senior housing. Likes the aging demographics. Population in Canada is expected to grow by 4 million in the next 10 years with over half from 65 and up. Good yield of 6.4%.
PAST TOP PICK
(Top Pick Jan 19/10, Up 21.88%)
PAST TOP PICK
(Top Pick Jan 19/10, Up 23%) A cost of capital play- they secure CMHC financing. Disappointing quarter this quarter, but it is an operating business. He still has faith in the business. 6.5% yield.
TOP PICK
Likes the REIT space. Have about 25,000 beds/suites in senior housing. Currently at about 90% capacity so there is upside as they fill that up.
BUY ON WEAKNESS
Historically has not like this name but they changed management, de-levered balance sheet and cut distributions twice. Assets are good, so stepped in after 2nd cut and has done very well. Try to get in the $7’s.
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