Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

21.14

-0.09 (0.42%)

as of Jun 10, 2026, 7:00:09 pm Market Open.

516 watching

Investor Insights

Jun 9, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN) is well-regarded among industry experts for its strong positioning within the growing seniors housing market. With an aging population and ongoing shortage of retirement homes, CSH's occupancy rates are robust, exceeding 95%. Analysts anticipate double-digit compounded annual earnings growth through 2028, supported by increasing margins and a focus on private-pay retirement options. However, some concerns about high P/E ratios were expressed, especially compared to peers like Sienna. Despite this, the overall sentiment points to a favorable outlook, considering the company's aggressive growth strategy through acquisitions and development.

Consensus

Positive

Valuation

Overvalued

Similar

SIA

TOP PICK

Free cashflow seems to be inflecting. Last quarter was in line. Net operating income was up and moving higher. Occupancy up. Looks to be in the midst of a turnaround. Reasonable valuation of 14.9x. Sets up well from a PEG level. Caution: because debt matters, if inflation and interest rates stay high or go higher, this may not be the best name to own. Yield is 5.96%.

(Analysts’ price target is $12.20)

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PAST TOP PICK

(A Top Pick Aug 17/22, Down 4%)

Interest-sensitive REIT, plus dramatically impacted by Covid. Reasonable valuation at 17x FFO, still lots of upside. Lots of upside to occupancy. Demographics are in their favour, it'll just take time. Attractive dividend yield around 6%.

PARTIAL SELL

Pandemic challenges continue, especially for labour. Good, long-term business. Costs have increased. Demand is still there. Starting to come back. Debt. Won't see dividend increases soon. If it goes up, take some money off the table. Better places to put your money.

BUY

Chart shows it's just starting to turn around from its downtrend. Would definitely recommend.

DON'T BUY

CSH.UN vs. D.UN

In very different sectors. Both trade at wide discount to NAV. Neither has catalysts on horizon. CSH.UN at risk of cutting distribution, which is not being covered due to lower occupancy. CSH trustees see growth coming, but can it recover occupancy levels lost during Covid? He's watching that, as it's hard to invest in the face of a possible cut. D.UN is in an extremely tough sector. Office space, globally, has suffered with work from home. Office sector is not dead, but vacancy rates are in high teens and climbing. A good operator, Dream still owns good office buildings, especially in Toronto.

BUY

Going out a few years, there's a lack of homes and beds. Will be more growth in this area. Great demographic play, will do very well over next little while. They're trying different formats, which is very appealing.

HOLD

Very tough time with Covid-19 (occupancy rate way down).
Expecting company to recover slowly.
Business of senior living not going anywhere.
Labor shortage concern also an issue, but is a problem being worked on.
Will continue to own shares.

DON'T BUY

It is in a difficult spot since retirement homes' occupancy rates have declined during the pandemic. Also expenses are under pressure, higher wages, etc. In the U.S. there is a recovery but not in Canada. For Chartwell the difference between income and pay-outs is not covered.

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HOLD

Divested from long-term care, now 100% private pay. Facing higher wages and input costs, and it will take a while for occupancy to ramp up.

BUY

Allan Tong’s Discover Picks CSH stock in the past month has jumped 15% and rallied just under 10% so far in 2023. In contrast, the TSX has risen 5% year-to-date and Sienna Senior Living 8.7%. The dividend of 6.52% is inline with sector, though the payout ratio of 3,231% (you read that right) is twice as high as its peers. For now, Chartwell is riding positive momentum after sliding down too far and too fast last year. You’re buying this defensive stock not for its fundamentals, but as a momentum play. The street remains bullish on the name with five buys and one hold at a price target of $11.33, or 24% higher. Read 3 Defensive Stocks to Catch the Rebound for our full analysis.

DON'T BUY

Because of rising rates, the REITs have come back. The pace of those hikes will slow, so REITs will soften. He owns some REITs. Prefers Crombie or something more defensive.

HOLD

Has traded it in the past. It is forming a base without new lows. You can hold it for the decent dividend.

HOLD

Disappointing performance during and after Covid-19. Pandemic tough on business, and will take time to recover. Hard time of year for seniors homes (winter). Occupancy below 80%, which is hard for business. Labor shortages also increasing costs for business.

TOP PICK

Down in the dumps. Hit with pandemic restrictions plus inflating costs. FFO growth has been anemic. Upside on occupancy and on developments. Owns some wonderful assets. Upcoming debt maturity. Thinks dividend is sustainable and assets are undervalued. Private equity is having a huge interest in Canadian real estate. Potential for a takeout. Yield is 7.36%. (Analysts’ price target is $11.42)

DON'T BUY

There are some short term headwinds. It is highly leveraged which is not good in a rising interest rate environment. Could be some time before we see tailwinds.

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Chartwell Retirement Residences (CSH.UN.TO)