TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

20.81
-0.13 (0.62%)
as of Sep 8, 2026, 8:00:01 pm Market Open.
521 watching
0
Investor Insights
star iconSep 8, 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 positioned well within the retirement residence market, benefitting from aging demographics and a lack of new supply. Most experts are bullish on the stock, highlighting its solid fundamentals, including high occupancy rates above 95%, which are expected to improve further. Analysts agree on the company's potential for growth, noting its strategy to expand through acquisitions rather than traditional equity raises, which has generated some volatility but is largely seen as a sound long-term approach. Despite its current high price-to-earnings ratio compared to peers, many believe in its strong growth narrative and ability to maintain or increase margins over the coming years, with positive trends in earnings growth projected through 2028.

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Consensus
Bullish
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Valuation
Overvalued
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COMMENT
Announced a number of major acquisitions following the 2nd quarter. Stock price down because market expected it would be funded through a new issue. Past couple of quarters were weaker than expected. Takes a while to integrate the acquisitions. Doesn’t qualify on the REIT tax exemption.
BUY
A seniors housing REIT. An external acquisition story. Their unit price has suffered because in doing their acquisitions, they haven't realized as much value in the accretions as some thought they would. Good yield. Expect that growth will outperform going forward.
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.
Showing 451 to 465 of 488 entries