Chartwell Retirement Residences (CSH.UN.TO)…

Chartwell Retirement Residences (CSH.UN.TO)

19.35

-0.10 (0.51%)

as of Oct 9, 2026, 8:00:00 pm Market Open.

522 watching

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.

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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.

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.

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Chartwell Retirement Residences (CSH.UN.TO)