Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

23.01

-0.21 (0.90%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

516 watching

Investor Insights

Jul 10, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN-T) is viewed favorably by various experts who appreciate the company's strong positioning in the aging demographic market, boasting occupancy rates consistently above 90%. With a focus on private-pay retirement homes, analysts note a compelling growth story backed by increasing margins and a favorable supply-demand dynamic in the sector. Despite concerns about high valuation metrics relative to peers, the overall sentiment is positive, highlighting the potential for significant earnings growth through continuous acquisitions and development projects. Experts suggest strong fundamentals with rental increases outpacing expenses, supporting sustainable long-term growth.

Consensus

Positive

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.

Showing 361 to 375 of 486 entries

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Chartwell Retirement Residences (CSH.UN.TO)