TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

21.15
+0.05 (0.24%)
as of Aug 11, 2026, 8:00:00 pm Market Open.
521 watching
0
Investor Insights
star iconAug 11, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN-T) is seen positively by experts, primarily due to the compelling market dynamics driven by an aging population in Canada and a limited supply of retirement homes. Analysts highlight the company's strong occupancy rate of over 95%, its ability to increase rents in line with growing demand, and its strategy of growth through acquisitions, raising concerns only about its reliance on treasury stock issuance for financing. While some experts acknowledge high volatility in the stock and its elevated price-to-earnings ratio compared to peers, they remain bullish on long-term growth prospects propelled by demographic trends. Overall, Chartwell is positioned as a leading player in the private-pay retirement sector, reflected in its projected increases in earnings and occupancy rates, with strong support from the market.

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Consensus
Positive
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Valuation
Overvalued
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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.
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.
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