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

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.

BUY

Seniors housing. Attractively priced. 6.9% yield.

BUY ON WEAKNESS

Own primarily independent living and assisted living residences. Really not geared for aging demographics. There is a huge spread between the cash flow and financing costs. Distributions have been cut to a level that are sustainable. Try to buy at around $7.

HOLD

Everyone says that nursing homes and retirement homes is a big growth market but it is a very hard market to make money at. Wouldn't buy if you are a conservative investor because there are risks to it.

HOLD

Has moved up nicely off the bottom from a year ago. Had a couple of distribution cuts so is now down around 7%. Getting to be fairly fully priced.

TOP PICK

This name had tones of turnover – asset sales, management, restructuring and 2 distribution cuts. Access to CMHC financing (4% or better). It’s a consolidation play. They did a good job of managing debt maturity profile. Trading below net asset value.

DON'T BUY

Seniors housing real estate trust. Hasn't performed well in the past few years. A tough industry to be in. Regulations can change quickly.

DON'T BUY

Have cut the distribution and he thinks it was sufficient enough that there shouldn't be a problem. Operations haven't been performing as well as expected. Probably better places to be.

HOLD

Nursing homes. High yield. Has been challenged in the past. New management. A bit of a risky situation but his feeling is that it is going to improve.

COMMENT

Has been an improving story. New numbers will be coming out shortly and he'll have a better feel for it. May be overpaying on its distributions. Had a lot of problems but changed management and are now refocused. He is happy to stay with him and thinks he will add more.

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Chartwell Retirement Residences (CSH.UN.TO)