Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

21.16

-0.07 (0.33%)

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

516 watching

Investor Insights

Jun 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.

Consensus

Positive

Valuation

Overvalued

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PAST TOP PICK

(A Top Pick Apr 28/08. Down 52%.) Dropped because of US$ exposure and market weakness. Debt to equity ratio is more severe than what he would like. High-risk story. Good possibility company gets consolidated when the market recovers. You can Buy, but only take a half position for now and Buy the rest later.

HOLD

Were focused on acquisitions and payout ratio continues to be more than 100%. The longer it stays down at these levels the more it could be bought and it should be held with that in mind.

DON'T BUY

Reported yesterday and missed mainly because of currency exchange. Cut distributions about 30% earlier this year. Questions management’s ability.

PAST TOP PICK

(A Top Pick July 23/07. Down 40% total return.) Was a seller at higher prices. Have changed their philosophy, which makes him a little bit more optimistic. Instead of acquiring, they are focusing on their operations. One of the best operators in their business. Cost pressures are hurting their bottom line.

DON'T BUY

Cut their distribution recently, which was right. Strategy had been to grow into the distribution, which they failed to do. Offers fairly attractive value but you have to underwrite the growth to get an attractive return. Would be looking for it below $9.50 before Buying again.

HOLD

People have not made money in this area. Have made a number of acquisitions and are creating a portfolio that someone will want. Almost always surprise on the negative in their reports. Have bought their convertibles, but not the stock.

BUY

REITs in general are a good income player right now. Real estate trusts are a good opportunity to pick up some good value and get a good yield.

COMMENT

Senior housing was a disaster area. Had thought demographics looked wonderful, but they stuck 20,000 beds on in an 18-24 months space. Overcapacity and couldn’t get enough staff and margins got shot to pieces. Has now stabilized but there has been a selloff in REITs. Operations and management are pretty good.

TOP PICK

Had been over distributing the last few years and finally cut their distributions so the balance sheet is a little cleaner going forward. A large owner/operator of long-term care facilities. This will be a good story for the next 10 years. Could be taken over in the next few years.

PAST TOP PICK

(A Top Pick July 23/07. Down 35% including distributions.) Always followed a philosophy of growing internally and through acquisition. Last year investors lost patience with the continued acquisition strategy with no benefits on the bottom line. Integration has proved difficult for them. New management will be focusing more on the bottom line. Still a Buy.

WEAK BUY

Been buyers at the $8.5 level, based on the free cash flow yield. Would buy at this level. Comfortable with their payout ratio at 100%

COMMENT

Senior housing/launching will not qualify as REITs for tax purposes. Tax will be minimal for them. They have had operational issues. If it dropped below $10, it would be extremely cheap and he would have a hard time not buying it. He went unload his position at $11.50 or better.

DON'T BUY

Payout ratio is way too high and is almost certainly going to have to cut its distribution. 10% is a very high yield. If the price ever came down to around $9, it would certainly be a good buy.

HOLD

Was under a strategic review process for much of 2007. This does not fit the criteria of REITs for tax purposes. Expect that this will eventually become privatized. Not sure if the distribution is safe.

COMMENT

This REIT has struggled since inception. Payout ratio is over 100%, which is usually a negative. Put itself up for sale unsuccessfully last year. Expect someone will take the business out as it has good assets. Hard to tell if there will be a cut in distributions.

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Chartwell Retirement Residences (CSH.UN.TO)