Chartwell Retirement Residences (CSH.UN.TO)…

Chartwell Retirement Residences (CSH.UN.TO)

19.35

-0.10 (0.51%)

as of Oct 9, 2026, 8:00:00 pm Market Open.

522 watching

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.

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.

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Chartwell Retirement Residences (CSH.UN.TO)