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

Premium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Chartwell is making the move because long-term care amounts to less than 10% of its overall business, while the retirement homes are contributing the lion's share of revenues. Those revenues enjoy the tailwind of aging demographics as more Canadians will be retiring in the future. (Again, CSH.UN is moving more into condo-like apartments for independent seniors and moving out of LTCs, which are like nursing homes subsidized by the government.)

BUY

LTC and retirement homes. Tremendous demographic growth profile. Very inexpensive valuations. A lot of US money is coming into the space. More supply will get built.

TOP PICK

Russia/Ukraine and interest rate situation favours quality names like this. Trades at around 15X with growth rate of 16% and 5% yield. Defensive stock so should have pretty smooth ride with growth and distribution. Buy 6, Hold 1, Sell 0. (Analysts’ price target is $14.04)

BUY

Retirement space operator which has lost occupancy over the pandemic. However the sector does have pricing power and has been able to keep rates steady in spite of fluctuating occupancy. There is a good backdrop and the upside is good - it will take time.

BUY

She held it through Covid, because there's increasing demand driven by aging demographics. 90% of their earnings comes from private retirement homes, and only 10% from LTCs (nursing homes reimbursed by government). Occupancy should return to pre-Covid levels above 90% rebounding from 80%. They're starting to see recovery. Residents and employees are all vaccinated. The need for seniors' housing has not gone away.

BUY

CSH.UN vs. SIA Likes the industry because of the demographics. This name is her preference, as 90% revenue is from retirement homes and only 10% from LTC. This mix is better than SIA's. Occupancy rate declined during Covid to 78%. Returning to pre-pandemic levels will take time and be lumpy. Both companies have high vaccination rates. CSH.UN has a very attractive multiple. She's buying it with new client money.

WATCH

He's evaluating it. Down 25-30% from pre-pandemic levels. Need for its services. Concerned about its cost inflation. Labour shortages, putting upward pressure on prices. But the company can flow through these increases. Stock should at least take out its old high, and provide income along the way.

BUY

She's owned this for years and will continue to. During Covid, their occupancy rates dove obviously, but now she expects that to slowly recover--was 90%, now at 77%. She originally bought this for the need for long-term care for an aging population, and this trend hasn't changed. CSH operates 90% of its business in private seniors housing and only 10% LTC facilities. CSH handled the pandemic relatively well; vaccination rates for their residents and employees are high.

PAST TOP PICK

(A Top Pick Aug 21/20, Up 34%) It's been a tough year for them, given Covid. It's well-run and demographics favour it. However, their occupancy fell from 90% to 78-80% due to the pandemic. But occupancy is rebounding and they have a robust development pipeline. Pays a great yield and has sound fundamentals. Still a buy.

BUY

Allan Tong’s Discover Picks Since then, residents and staff have been fully jabbed and Chartwell’s vacancy rate has been recovering from a bottom of 80% after scaling 93% pre-Covid. Accordingly, the share price has climbed 17% to $13.60 as of this writing. Moreover, CSH.UN has restored its place as an income stock, paying a 4.51% dividend yield, which is in line with healthcare facilities. Since November, CSH stock has met its previous price target of $12.32 and is closing in on the current PT of $13.63, based on one buy and one hold signal, both published in early May. I expect an upgrade after a positive earnings report on August 5, which will cover the early Canadian reopening phase of April through June. Chartwell is not a trade, but a long-term investment that pays a reliable dividend and will be driven by demographics as more Canadians age. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis.

HOLD

Income stock. Hit hard by Covid. Vaccines should help occupancy rates rebound. Need has not disappeared. Stock price has rebounded, but still room to move. Less supply moving in, from Covid overhang, will also be positive for occupancy.

DON'T BUY

Best of them all in the senior living space. There are always issues either with property, regulation, demographics, over supply, or the pandemic. Drop may present a decent buying opportunity. Difficult to value, as it's a communal living space. He finds much easier investments elsewhere.

TOP PICK

During Covid they lost a lot of occupancy and it was a tough sector during Covid. But now we're close to the bottom or past it. About 90% of CSH residents have gotten a vaccine. Compared to U.S. peers, CSH trades at a big discount with better fundamentals than most U.S. peers. CSH trades at 13.5x earnings vs. 20x in the U.S. They have a long way to go, though, and must raise occupancy by 10%, but he believes this will happen. Trades at a huge NAV discount. Note: this isn't a nursing home, which endures a cloud over it, but a retirement home. (Analysts’ price target is $12.71)

PAST TOP PICK

(A Top Pick Dec 16/19, Down 20%) A company that has been hit hard by the pandemic. They were having some problems prior due to supply on the market. Occupancy has come down from 93% to 80% in the last 12 months due to the pandemic restrictions. A first class operator and demographics are in favour of the company. Currently trading at less than 14x cashflow and pays 5.5% dividend. Continues to buy it.

SELL

Sees a bit of softness coming for seniors housing. Covid has elevated expenses. Operating margins pressured in an already tight sector. People are delaying opportunities to put loved ones into a home. Oversupply, which will take 2-3 years to fill up. Sell, and re-enter when we see what the new normal will be.

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Chartwell Retirement Residences (CSH.UN.TO)

It's a Monthly Gems opinion which is available only for Stockchase Premium