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

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.

BUY

(Market Call Minute.) At this level it looks attractive. Has consistently missed on its earnings to cash flow but he would buy it here.

DON'T BUY

Seniors residences. Ha more activity than most. Has expanded a lot. Been a huge disappointment at times because of numbers. Because they don't fit the REIT criteria they will have to restructure. Have set themselves up to be taken over. An area that very few companies have made any money at. Given the yield on it, it is Buyer Beware.

BUY

Owner/operator of seniors housing facilities. Mainly independent living and assisted living through Canada and the US. Missed on their quarterly numbers for a number of quarters in a row and will not qualify as a REIT going forward and will be taxable. At these levels, you are getting a significant discount to NAV. If you Buy start lightening your position at around $12.

HOLD

There has been a lot going on in the seniors housing space this year. Trading at around 11X AFFO. They are over distributing. Has been a growth by acquisition. Have a very good platform in the US and Canada, however have not been able to grow accretively on a per unit basis. There is potential for a distribution cut.

HOLD

One of the names that is really in a “show me” mode now. Has been a perennial disappointer in growing its cash flows and managing its payout ratios. Starting to see some better metrics. Acquisition program is starting to slow down and seeing some decent growth in same property Net Operating Income.

HOLD

Beneficial stable interest rates have had an inverse negative affect on stock price, cant figure this out. An excellent place to be. As the price decreases its likely someone will come and take company because it’s a great longer term business. Like management and longer term demographics. 10.5% yield.

COMMENT

They had been trying to sell and had 3 reliable bidders, but they all walked away. He sold his holdings at that time. Hasn't followed this in the last month or so.

COMMENT

Retirement housing with homes in Canada and the US. Because of rapid growth, they’ve had difficulty with some of their G & A costs. Partnered with a large firm in the US. As the valuation has come down, it is becoming more interesting. Could be sold or privatized in the next 2 years.

HOLD

Not been fans of these guys, because they keep on expanding and expanding but they are disappointing on their numbers. They need to reorganize because they are no longer considered a REIT. Their payout is more then 100%. Your chances of losing here are limited.

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Chartwell Retirement Residences (CSH.UN.TO)