TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

23.03
-0.19 (0.82%)
as of Jul 10, 2026, 6:58:27 pm Market Open.
516 watching
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Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN-T) is viewed favorably by various experts who appreciate the company's strong positioning in the aging demographic market, boasting occupancy rates consistently above 90%. With a focus on private-pay retirement homes, analysts note a compelling growth story backed by increasing margins and a favorable supply-demand dynamic in the sector. Despite concerns about high valuation metrics relative to peers, the overall sentiment is positive, highlighting the potential for significant earnings growth through continuous acquisitions and development projects. Experts suggest strong fundamentals with rental increases outpacing expenses, supporting sustainable long-term growth.

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Consensus
Positive
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Valuation
Overvalued
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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.
HOLD
Has declined over the last several weeks since they announced there is no sale in the cards. They are in a “show me” mode here. Had been on a big acquisition binge and had not focused on bringing their operations into line.
WEAK BUY
Has constantly disappointed people with its earnings. Have been for sale for a long time. Retirement category is supposed to be wonderful but hardly anyone makes money at it. On extreme weakness like today, he buys. Paying out more than its earnings. 8% yield could be cut back.
DON'T BUY
Got caught very big with the income trust changes and not qualifying as a REIT. Would like to sell off income assets in order to qualify. There have been no takers. Have a big tendency to disappoint on earnings.
TOP PICK
Seniors housing space is going to continue to have very good fundamentals driving it. With recent acquisitions, it has moved into the #3 spot in North America.
TOP PICK
Very good set of assets. Management team is one of the best in the business. Undervalued.
SELL
An appealing area to have a REIT in. There is some question as to what the government will consider, a REIT or a business. Yield is less than 7%.
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