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

DON'T BUY

Dividend safe? Covid has brought risk of more government regulation of the entire for-profit industry, and governments have every incentive to increase regulations. More regulations and more staff could cut into profits. Payout is probably safe for now.

COMMENT

It had a rough ride during the pandemic and is still having some struggles along with the sector. This includes cost increases and labour shortages, although there have been some rental increases too. Long term it is OK.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Stronger financial position compared to peers. Return to normal may take time. Valuation is in line with peers.

PAST TOP PICK

(A Top Pick Feb 14/22, Down 31%) It has under performed Sienna and has a very big payout ratio - over 100%. Its NAV is undervalued by 25% and It should improve so stick it out and hold it.

DON'T BUY

Struggling. Lower occupancy rates, labour costs are a headwind. Selling assets to drive free cashflow. Payout ratio north of 100%. Some risk to this name. Replacement cost of assets has gone up. Potential acquisition target. Undervalued for good reason. Yield is over 7%, probably not at risk.

HOLD

Seniors housing segment is a reliable business model. Pandemic created problems within business, but is bullish on the sector for the long term. Will continue to hold shares. Labor costs rising due to inflation etc. Rising interest rates punishing companies with large real estate holdings.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Pipeline remains strong. Positive demographic trends remain. Risks elevated with COVID. Less upside, similar downside to peers.

BUY ON WEAKNESS

Very well run business, but Covid-19 hard on earnings. Cost of labor and regulatory costs going up. Margins down and earnings down. ~7% dividend yield very sold. Current share price very cheap. Looking to buy shares.

DON'T BUY

Company having operational challenges. Higher interest rates has negatively impacted REIT sector (hard to raise money). Not a company that is interested. Better options out there for REIT investors.

BUY

Pays over 6%. There's upside in occupancy after a Covid dip around 80%. Trades at 12x FFO, too. You're paid to wait, but there's growth to come in occupancy.

WATCH

Parkland vs. Chartwell He's been looking at both. PKI just finished buying their Caribbean business; their fuel distribution chain continues to grow. PKI and ATD could see PE expansion. CSH is completely different, but this is stable and boasts demand. Same with PKI. CSH's shares have been struggling post-Covid, but this could be a long-term secular opportunity. CSH faces labour and inflation challenges. Both are interesting.

BUY

Likes the demographics in this industry, but CSH's occupancy is at 76% and needs to rise higher. She hopes 90%. It will take time, but there is minimal room/bed supply coming on stream in this space. Is holding on and still likes it.

TOP PICK

Attractive income opportunity. Occupancy, hit during pandemic, now trickling up. Good upside on development pipeline. Income stock with a reasonable growth profile. Yield is 5.66%. (Analysts’ price target is $13.21)

BUY

Her long-term view on this hasn't changed after Covid. CSH is now operating 100% retirement homes and no longer in long-term care units. Post-Covid, the supply/demand side of seniors homes has improved slowly. CSH occupancy is around 78% and pre-Covid was 90%. No reason why it can't return to 90%. Inflation pressures CSH but given their scale, they can deal with inflation. They kept their dividend during Covid and she hopes it increases.

PAST TOP PICK

(A Top Pick Mar 30/21, Up 12%) Great setup with the Silver Tsunami. Stabilization in occupancy since the pandemic. Now it's a show-me story, still lots of risk. Pandemic shut down construction. Sector has lots of value.

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Chartwell Retirement Residences (CSH.UN.TO)