TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

21.15
+0.05 (0.24%)
as of Aug 11, 2026, 8:00:00 pm Market Open.
521 watching
0
Investor Insights
star iconAug 11, 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 seen positively by experts, primarily due to the compelling market dynamics driven by an aging population in Canada and a limited supply of retirement homes. Analysts highlight the company's strong occupancy rate of over 95%, its ability to increase rents in line with growing demand, and its strategy of growth through acquisitions, raising concerns only about its reliance on treasury stock issuance for financing. While some experts acknowledge high volatility in the stock and its elevated price-to-earnings ratio compared to peers, they remain bullish on long-term growth prospects propelled by demographic trends. Overall, Chartwell is positioned as a leading player in the private-pay retirement sector, reflected in its projected increases in earnings and occupancy rates, with strong support from the market.

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Consensus
Positive
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Valuation
Overvalued
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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.
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.
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