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.
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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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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.
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.
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