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

COMMENT

Middle of the road to slightly above in terms of seniors housing. Residents tend to live here on investment portfolios and selling their homes. Homes are declining in value and investment portfolios are still off anywhere from 30% to 50%. He has a “wait-and-see” attitude on this one.

BUY

Seniors housing and have access to cheap CMHC financing. Good play on demographics over the longer term. High-quality assets. Risk/reward is quite good. Leverage is a little bit higher than some of the other REITs.

WATCH

Companies that are currently structured as REITs will have to come under tighter guidelines to continue to qualify. Business that is held under the REIT unit structure has to be passive in nature so it is a long that borderline. Thinks this one can easily restructure so it is not a concern to him. Watch to see what management does.

COMMENT

Owns/operates seniors’ residences in Canada and US giving a regulated and unregulated market. Loan to value is high at around 75% and too aggressive for this environment. Growth strategy will be hard to put in place. If you believe in the demographics, it probably has some value but he prefers a pristine balance sheet.

PARTIAL BUY

Been through a lot including change of management. Vulnerable because their homes are not cheap and they depend a lot on people being able to sell houses. If you own, you could “dollar average” in with a bit more. Recent numbers have been better. Thinks 14% yield is sustainable.

DON'T BUY

Seniors housing with a significant amount of US assets. No debt due you until it 2013. Always seems to be operational issues.

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.

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Chartwell Retirement Residences (CSH.UN.TO)