TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

23.01
-0.21 (0.90%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
516 watching
0
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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PAST TOP PICK
(A Top Pick June 23/06. Up 2.1%.) Four years will give them time to re-structure their business to change their tax.
COMMENT
Likes this one longer term but does have some issues with things like external development of property from a governance point of view. Good management. A bit acquisition driven.
WEAK BUY
Seniors housing. The seniors market tends to be priced a bit lower than your traditional REITs. It will be making some acquisitions in order to increase growth. Not a big fan of REITs.
BUY
This was an amalgamation of 3 large senior citizens residences and initially there was disappointment in the lack of synergies. Believes it is a good place to be in the long-term.
TOP PICK
The senior care part of the REIT sector has been really hammered over the last few months. They know how to grow their asset base outside of Ontario and Canada. Sees some very positive trends in this company. Good price.
TOP PICK
Pays 7.9%. Great management team. Demographics on long-term retirement are good. Q3 and Q4 numbers for last year were under expectations but Q1 this year was right on. Looks like they've turned the corner. Have some good growth pipeline opportunities this year. With the price pullback, it's a good buying opportunity.
TOP PICK
Recently upgraded it to an outperform rating. Have had tremendous asset growth with increased book value by 3.5 times. Very active on the acquisition front. On track for a very stellar year.
WATCH
Getting into the range where he would like to look at it.
BUY
Downward pressure was on concerns that they were going to make a bid on Retirement Residences (RRR.UN-T). They are now out of the running on that. Also affected by the sell off of the REIT market. This seems to be abating.
TOP PICK
Likes senior housing space given the favorable demographic trends. Focused on the white care side where you are not competing against government nursing homes. Margins are a little higher. High quality properties. Good growth profile. Good entry point.
BUY
Three main retirement REITs that he owns are Sunrise Senior Living (SZR.UN-T), Chartwell Seniors Housing (CSH.UN-T) and Retirement Residences (RRR.UN-T). Chartwell would be his top pick.
DON'T BUY
He is not very positive about it. Very weak returns. Thought to have lots of potential and well managed. It is in the right field. He has not been able to get a good focus on what management is doing. Retirement Reit is a better play for now.
BUY
Good growth. Good aquisition. Seniors housing.
PAST TOP PICK
(A Top Pick Sept 23/05. Up 3%.) A Conservative Way to play the ageing population. Has expanded into the US in a joint venture with Industrial Alliance (IAG-T). A good, long-term, core holding.
HOLD
Has had a 50% effective return since its IPO in Nov/03. Has a market perform rating on it. It has effectively tripled the size of its portfolios but hasn't seen this growth filter down to its bottom line in terms of funds from operation growth. It remains a good growth name and will continue to see accretive aquisitions.
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