Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

23.01

-0.21 (0.90%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

516 watching

Investor Insights

Jul 10, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Chartwell Retirement Residences (CSH.UN-T) is viewed favorably by various experts who appreciate the company's strong positioning in the aging demographic market, boasting occupancy rates consistently above 90%. With a focus on private-pay retirement homes, analysts note a compelling growth story backed by increasing margins and a favorable supply-demand dynamic in the sector. Despite concerns about high valuation metrics relative to peers, the overall sentiment is positive, highlighting the potential for significant earnings growth through continuous acquisitions and development projects. Experts suggest strong fundamentals with rental increases outpacing expenses, supporting sustainable long-term growth.

Consensus

Positive

Valuation

Overvalued

Similar

Sienna,SIA

WAIT

Dividend safe? This sector is a the heart of pandemic concerns. He is watching this, but has not yet purchased. He thinks the dividend is safe as long as there is not a second wave in the pandemic. This is a well respected company in the space. It is too early to tell.

COMMENT

People are now fishing for companies that were the most beaten up -- like airlines, etc. The long term thesis is still good for this space, but he sees other ways to play this. He would favour CSH.UN instead.

SELL

CSH.UN-T vs. SU-T. They seem to have nothing relating to one another. Both have had a difficult time. There is a logical answer to this. Falling interest rates are the single biggest supporter of real estate values. We are at or near generational lows in interest rates. If you saw reflation then commodity assets would start to participate. He would own SU-T or CNQ-T if he were to own something in energy. He owns SU-T. He would sell CHR.UN-T in order to buy SU-T.

HOLD

Exposed to LT care? They own this one. As there have been deaths in long term care units, there is concern. Their level of care is very high to residents. As most units are in lockdown presently, their occupancy is declining. This will be difficult for senior housing for sure. She trusts their protocols for residents and employees. They will continue to hold.

COMMENT

She does not own Sienna. Their mix of long term care homes is much larger than others in the space. She has chosen Chartwell instead.

PAST TOP PICK

(A Top Pick Mar 12/19, Down 30%) It has been hit hard. The CEO indicates the trends are moving in the right direction. None of their facilities had any COVID-19 outbreaks (as of late February).

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

TOP PICK

Also in this camp is Chartwell. It builds luxury retirement homes and again demographics are long-term tailwind. Its one-year return has been a lacklustre -2.86% as a result, and the stock has been rangebound between $13-15. The big reason is an oversupply of rooms in Ontario. That remains an overhang, but long-term shareholder Christine Poole expects this issue to fade and projects lots of growth ahead. At least you're paid 4.52% to wait. Since Feb. 19, CSH.UN-T has slipped only 2.3% compared to the TSX's 7.8% drop.

COMMENT

Extendicare has a better chart than Chartwell. It has a head-and-shoulder chart movement. If you take into account the general market sell-off, investors need to be forgiving.

PAST TOP PICK

(A Top Pick Dec 16/19, Down 3%) He'd still be buying this. Demographics are massively in their favour, but the small overhang is some overcapacity (number of retirement home units) in this sector.

HOLD

Didn't do well last year because too much supply in Ontario, so their supply rate dipped down. Long-term demand trend and demographic in its favour. Nice distribution around 4%. Lots of growth going forward. Strong operator. Largest in Canada.

COMMENT

When you look at it initially, you wonder how you could lose. They are in a great business – retirement homes. They pay a nice yield. First of all the company has been paying out more than it earns so the balance sheet is steadily falling in attractiveness. The price to book has remained high and so the company took advantage of that by raising equity. The average price to book goes up. The company is raising money in the markets and then paying it out to shareholders. He thinks the company should come to market now.

DON'T BUY

Pays a 4.3% yield. It's a trading stock, moving up and down. The highs are getting lower over time, though it's not a bearish chart. He isn't bullish and would buy elsewhere.

TOP PICK

A defensive, income name. Earnings growth has been weaker than expected given more room supply, but demographics will push strong demand, long-term. Trades at 14.5x funds from operations and pays a 4% dividend. Offers above-average growth. You're paid to wait with strong earnings growth than the banks. (Analysts’ price target is $16.04)

BUY

REITs? The REITs space has been down this week following a good performance year. It may be a temporary rotation in the market going on as investors are moving back into cyclical names. She would be buying at this level. There is some oversupply developing in regions, like Ontario. However, over the long run, demographic trends are supportive. Yield 3%

BUY

Pays a good yield (4.24%). The share price has pulled back, because they're facing more supply in Ontario which drove the occupancy rate to 87%. Management thinks occupancy has bottomed and will slowly rise. Long-term demand is there, despite this temporary over-build. Outside Ontario is doing well. Their cash flow should improve going forward as will their net operating income in 2020 by 3-4%.

Showing 106 to 120 of 486 entries

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Chartwell Retirement Residences (CSH.UN.TO)