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.

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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

BUY

Has a decent growth of 5% with good dividends. They missed on Q2 with an elevated balance sheet but it is trading at a nice 15.4 times valuation. Longterm outlook is good with an aging population. The management team is executing well.

BUY

Excellent long-term hold. Hit this year. Great yield. Has been adding to her position.

BUY

Stock appreciation and dividend growth coming? It's an income stock and has been rangebound this year. In Ontario, the occupancy rate has declined (too much supply). Demand will catch up to supply eventually. They're well-positioned in a good industry driven by demographics (an aging population). There's room to grow. They gradually increase their dividend (4%).

PAST TOP PICK

(A Top Pick Sep 11/18, Up 1%) Stock's not doing very much, buy you're getting the yield. Still likes it. Attractive space. Temporary over supply issues this year. Want to increase their occupancy rate back above 90%. Yield is 4%.

BUY

He has owned this for a long time. Pays a nice distribution that grows 2% per year. The stock has not been rising for years likely because of an occupancy issue that is slowing working itself out. It could be bought here as you are getting paid to wait. The demographics are in its favour. Yield 4.1%

HOLD

As a senior housing stock, you want to look at occupancy rates and cash flows. There appears to be more supply, so occupancy rates have dipped below 85%, when normally it has been above 90%. She thinks this will improve over time.

BUY

Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.

BUY

Largest in Canada. Really likes it. You need to be here for the fundamentals. Baby boomers are providing a tailwind. It is struggling. Very cheap. Trading at discount to NAV. Great time to enter.

BUY

An income stock with an attractive yield. The last little while has seen an overbuild in some markets, so occupancy has decreased, but she's confident this will rise from 91% to 95% in time. It's always traded at a premium vs. its peers. Aging demmographics are on their side. Good management and pipeline of projects. You'll collect a 4% yield plus a few % points. A good long-term hold.

BUY ON WEAKNESS

The retirement home space is growing in demand and this company has the market cornered. You want to be selective with how you enter the space. These interest rate sensitive stocks have all surged with the belief the interest rates may be softening. He would watch for a lower entry price.

PAST TOP PICK

(A Top Pick Apr 16/18, Up 3%) Has long owned this, really an income stock with a yield around 4%. She likes the aging demographic play of seniors' housing. They're the largest player in this space. They can grow by acqusition in Canada and aim for 95% occupancy (9)% now). Ontario penetration is only 5-6% of senior living in these homes--seniors are and will live longer.

TOP PICK

The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top management. (Analysts’ price target is $16.65)

COMMENT

Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.

HOLD

Good place to hide and collect the dividend. Not a growth company. Well run, the demographics are with you. Won't be an $18 stock anytime soon.

BUY

Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.

Showing 121 to 135 of 486 entries

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Chartwell Retirement Residences (CSH.UN.TO)