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

BUY

They have owned this for a number of years. She has been in regular contact with their management since COVID-19 lock downs. Only about 10% of their income comes from long term care. Longer term this sector is attractive due to an aging demographic. They have handled the crisis well. She is not sure if short term growth will continue as most locations are not allowed to offer tours presently and vacancy rates are increasing as a result. She has been putting new customer money into Chartwell over the past few weeks. Yield 6%

BUY

Concerns about the Canadian army report which implicated Sienna Senior Living and other operators for mistreating seniors He owns Chartwell instead and likes it for its 6.5%+ dividend. There's a shortage of seniors housing long term, so you need a long-term outlook like 5-10 years. Demand will remain good. Be patient and collect the dividend.

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)

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Chartwell Retirement Residences (CSH.UN.TO)