Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

21.16

-0.07 (0.33%)

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

516 watching

Investor Insights

Jun 10, 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 highly regarded by analysts for its solid position within the retirement home sector, driven by favorable long-term demographics. The company focuses exclusively on private-pay retirement homes, which positions it well amidst an aging population facing a shortage of available beds. With an impressive occupancy rate of over 95% and strong growth potential through acquisitions and development, Chartwell is seen as an attractive investment for the next 5-10 years. Many experts highlight its healthy fundamentals, including low expense growth compared to rental increases, which supports its projected double-digit earnings growth rate through 2028. Despite some concerns regarding its high price-to-earnings ratio compared to peers, the overarching sentiment is optimistic about its growth trajectory and the demand for its services.

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.

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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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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.

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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%.

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Chartwell Retirement Residences (CSH.UN.TO)