Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

20.81

-0.13 (0.62%)

as of Sep 8, 2026, 8:00:01 pm Market Open.

521 watching

Investor Insights

Sep 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.

Consensus

Bullish

Valuation

Overvalued

Similar

Sienna,SIA.TO

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.

BUY

Allan Tong’s Discover Picks Chartwell jumped 13% on the Pfizer vaccine news and 3% on the Moderna. Since Nov. 9, the stock has been bubbling between $11-12. There's a little more room to run to its $12.32 price target. Rising Covid cases will challenge these LTC stocks, but more positive vaccine news will propel it further. Analyst and shareholder, Christine Poole, is reasonably correct in predicting CSH.UN will return to pre-Covid levels above $14 in 12 months or more. At least you're paid 5.14% to wait. Read 4 Reliable Covid Stocks and Recovery Stocks for our full analysis.

BUY ON WEAKNESS

Re-rating of seniors REITs. Prefers Chartwell to Sienna. SIA dividend is good, payout ratio should start looking better. Low valuation. You can buy both on weakness.

WATCH

Shares down significantly. Long-term demographic story remains intact. But now the fear in seniors housing has risen. Costs of health protection will increase, but dividend can be maintained and grow. On sale for a reason. Will be watching carefully through the winter.

BUY

Got hit really hard with Covid. Weren't able to do showings to new clients. There will be a slow improvement over time. Whole industry remains attractive. Excellent operator. Might take more than 12 months to get to pre-Covid levels.

HOLD

Management has done a great job navigating the virus earlier this year. The sector has taken a hit. Pleased with their occupancy rates, higher than he expected, and in keeping their residents. It's trading at a discount NAV. Hold if you own, but there will be choppiness in months or quarters to come, given Covid headlines. CSH can weather that though. The value of the real estate will still be there, and they are good operators.

TOP PICK

There has been negativity in the news with long-term care facilities in general. 90% of their revenues comes from private pay retirement residences. Their FFO growth has not been strong due to lower occupancy and costs due to covid. They have good tailwinds and occupancy will go back up. (Analysts’ price target is $11.79)

BUY

He doesn't like REITs. Commercial residential ones will be hard-pressed for a long time, but he actually added to CSH the other day. Why? Not everybody can do seniors housing, and CSH's latest report said that overall occupancy wasn't bad. CSH trades at a cheap 11.8x 2021 with a 73% 2021 payout ratio. Their 6% dividend is paying you well and safe. He expects the next two quarters to be tough, but will recover in 2021. Fine value.

BUY

The demographics are attractive in seniors housing and this won't go away. The pandemic did strain long-term care homes, but CSH has only 10% in this area. Their main business are luxury retirement homes. Their occupancy rate did decline because tours and move-ins were forbidden during the lockdown, but each week since the lockdown occupancy slightly climbs. Occupancy should improve going forward. Seniors continue to need help in accommodation. CSH has had to spend more on PPP equipment in response to the pandemic. The industry has learned a lot from the pandemic and will be better prepared if there's a second wave. The Ontario government has announced funding programs to address deficiencies in LTCs.

DON'T BUY

She once owned it. The retirement sector was weak even before COVID due to oversupply of seniors' housing in Canada. (CSH has only 15% exposed to long-term care.) She expects ongoing occupancy decline, and with COVID expenses will impact their 2020 revenues. This stock is on hold, though the seniors housing sector is attractive long-term. The stock will stay cheap until COVID is resolved and the oversupply ends.

BUY

Industry hard hit with Covid. Chartwell's handled it quite well. Government is putting money into long term care. A needs driven industry, and this need still exists. 90% of income is from private care, with a more affluent client base. With reopening, tours have restarted so occupancy rates will stabilize.

BUY

CSH.UN vs. Sienna A tough call. He owns both. Loves their yields and their valuations have plunged. Nursing homes remain a growth area. Sienna has more problems than Chartwell--Sienna was faulted in the Canadian army report about seniors' deaths in their homes. Chartwell is the stronger play, due to fewer cases in their homes. Both are hamstrung now, because they can't offer tours to prospective clients or allow visitors. This will effect occupancy rates in the short term. (His mother is in a retirement home.)

BUY

You have to be picky in this space, so he likes this high quality one. He added during the March downturn. There's growth demand, and supply is not catching up. Nice yield. Good long term.

COMMENT

SIA-T vs. CSH.UN-T. It was sad what the pandemic has done in the long term care sector. Sienna has had to make some difficult management changes. This is an important needs-based sector in Canada. In Ontario the government has to look how they can properly fund that business. With question marks on the horizon, he would focus on CSH.UN-T because it does not depend on government finding as much. They have done a phenomenal job during the pandemic.

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Chartwell Retirement Residences (CSH.UN.TO)