TSE:CSH.UN

Chartwell Retirement Residences (CSH.UN.TO)

21.15
+0.05 (0.24%)
as of Aug 11, 2026, 8:00:00 pm Market Open.
521 watching
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Investor Insights
star iconAug 11, 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 seen positively by experts, primarily due to the compelling market dynamics driven by an aging population in Canada and a limited supply of retirement homes. Analysts highlight the company's strong occupancy rate of over 95%, its ability to increase rents in line with growing demand, and its strategy of growth through acquisitions, raising concerns only about its reliance on treasury stock issuance for financing. While some experts acknowledge high volatility in the stock and its elevated price-to-earnings ratio compared to peers, they remain bullish on long-term growth prospects propelled by demographic trends. Overall, Chartwell is positioned as a leading player in the private-pay retirement sector, reflected in its projected increases in earnings and occupancy rates, with strong support from the market.

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Consensus
Positive
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Valuation
Overvalued
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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.
WEAK BUY
Basically giving you a 5/6% rate of return. A reasonably well managed, middle of the road retirement REIT. Doesn't expect any trouble, but also no great things with it either.
PAST TOP PICK
(A Top Pick Aug 26/05. Down 6% not including distributions.) Has held in here pretty good. Has one of the better growth profiles in the REIT sectors.
TRADE
Prefers this over Retriement Residence REIT (RRR.UN-T). For the same exposure, but cheaper, you might want to consider Extendicare (EXE.MV-T).
TOP PICK
Favourable on senior housing based on long term demographic trends. Very high quality management team. Well positioned in the market. Recently made some acquisitions which should be very positive.
TOP PICK
Has had since it started. Growing in the states with 10% of their portfolio being US. Going to continue to grow.
TOP PICK
Above average growth profile. Big growth story. Seniors housing, good demographic trends, the aging population in Canada.
TRADE
Moving into the US through an affiliation with a very strong group. Have a contract where they get a lot of fees, but doesn't know the details. Hasn't looked at them for a while.
TOP PICK
Pays 7.2%. Has an outperform with a $14.50 target price. A good consolidator within the senior housing market. The spread of acquisitions is very accretive for them.
BUY
Sitting pretty within an industry that's growing at 2 X the rate of the general population in relation to seniors over the age of 70. Have a higher allocation to independent living and assisted living which have higher margins than long term care. Have been a strong acquirer. Well diversified geographically.
BUY
Appears to be well managed and growing significantly. Yields about 7%. In an area that has everything going for it from the point of view of the aging population. Located in Toronto where there has been a significant over supply.
BUY
Likes the demographics on senior housing. Their Top Pick in this space. Very solid management. Have a very good growth pipeline through the development company Spectrum. Realtively good quality assets.
BUY
There are 3 plays in the "Seniors' Living" sector, this, Chartwell (CSH.UN-T) and Retirement REIT (RRR.UN-T). "Retirement' trusts have a place in portfolios and they own all 3.
STRONG BUY
Has it as an outperform rating. We are in a huge demographic trend. We're all getting older. By 2040, more than half the population will be in the senior segment, over 65. A huge consolidator and acquirerer of assets. Have more than doubled their assets since their IPO a year ago. Expects double digit growth next year.
BUY
An IPO in late 2003 and they stumbled out of the gate, but have managed to get back on track. Not as expensive as many trusts. Would be fine to own a little.
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