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.
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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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PAST TOP PICK
(A Top Pick Apr 28/08. Down 38.11%.) Will come out of this downturn pretty good because of demographics and you get paid to wait. Able to get CMHC financing giving them a lower cost of capital. 14% distribution. Still a Buy.
BUY
Has some good upside. Have access to low cost CMHC financing. Their business tends to be stable. Just had a change in CEO’s and the new one is more operationally focused. Comfortable with the 14.6% yield.
HOLD
Distribution is not safe. Stock has not done well. Problems with US holdings, Ontario and Quebec. Liquidity is a problem. He has seen the sell off, but is still rating it a hold.
HOLD
Stable business. Distribution is not safe. No room for requisitions. Stock has not done well. Hinted they want to get out of US. Growing in maintenance mode. Problems with Ontario and Quebec holdings, Liquidity a problem. He has seen the sell off, but is still rating it a hold.
BUY
(Market Call Minute) New Management – likes it.
COMMENT
Senior housing. Have a lot of confidence in the new CEO that is coming in. Operational numbers trended well for the last couple of quarters. Expecting some good upside.
COMMENT
Primary retirement housing in Canada and US. Had some operational issues right from its IPO. Some concerns if they will be able to meet debt obligations when they come due. If they could get their operating costs in line, they would be okay.
DON'T BUY
Senior housing facilities in Canada/US. An accretive acquisition and roll up story. You can buy seniors housing anywhere from 9 to 12-13 caps (?) and your cost of financing is in the 6%-8% range. Can tap into CMHC financing in Canada, but not in the US. Expect them to tread water for the foreseeable future. Have some issues with acquisition of the external developer and have always had operational issues. Better value and less risk elsewhere.
BUY
(Market Call Minute.) Stock has been quite beaten up. Outlook for seniors housing is quite good. Have access to cheap liquidity from CHMC. Potential takeout.
DON'T BUY
Beginning to hit some of their numbers operationally. Prefers other REITs.
TRADE
Paying 17%, nice contract win, REITS are cheap, but he is not interested in this one.
COMMENT
Very well run. Has been very acquisitive over the last few years but this has slowed down considerably. This will refocus them on the company operations, which is a good thing. Food, labour and energy costs have been moving higher into mid-2008. Expects to see these costs start to decline.
COMMENT
Seniors/long-term-care space both in Canada and US. Have a history of forecasting cash flows and not meeting it. They now have a good chance of meeting their targets. He will be watching their next couple of earnings to see if they can meet their targets.
TOP PICK
Recently announced results and they earned their distributions. Have plenty of funds to satisfy distribution requirements over the next year. 21% yield.
DON'T BUY
Seniors housing REIT. Not been a big fan because operationally it has been very difficult. Prefers REITs that own real estate and lease it out long-term. Cut their distribution 30% and then lowered guidance to the point where they were over distributing again.
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