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Chartwell Retirement Residences

Full company profile

uuid00037ke

Namestring
Chartwell Retirement Residences
Legal namestring
Chartwell Master Care LP
Websiteurl
chartwell.com
Company typeenum
Public
Founded yearint
2003
Descriptiontext

Chartwell Retirement Residences (TSX: CSH.UN), operating through Chartwell Master Care LP, is the largest owner and operator of senior living communities in Canada, serving approximately 25,000 residents across more than 141 residences in four provinces (Ontario ~72, Quebec ~38, British Columbia ~20, Alberta ~11). The portfolio spans a continuum of care: Seniors Apartments and Independent Living for active older adults, Assisted Living for seniors requiring daily support, and Memory Care / Secured Care Units for residents with dementia or Alzheimer's. Differentiated service IP includes the proprietary LiveNow six-dimension wellness program, the FitMinds cognitive wellness curriculum, and a first-of-its-kind in-house Culinary Centre with more than 750 recipes that trains food-and-beverage staff at the Mississauga head office.

The business model is a subscription-style recurring revenue model: residents pay monthly fees covering accommodation, dining, housekeeping, transportation, 24/7 staff access, and emergency response systems, with optional care services (medication management, bathing/dressing assistance, oxygen services) added or removed as needs evolve. Diversified revenue streams include Residence Rental Fees (base monthly), Care Services (a la carte add-ons), Dining Services (with flexible à la carte options in Quebec), and Respite Stays (two-week to 60-day temporary occupancy). Distribution is direct-to-consumer via owned residences, supplemented by a professional referral network spanning healthcare providers, real estate agents, and financial advisors who serve senior clients. Marketing combines website/content, social media, a toll-free inquiry line, and online tour booking, with an OpenAI-powered Chartwell Assistance chatbot handling initial Q&A.

The company is executing an aggressive growth strategy funded by both debt and equity: a CAD 400M senior unsecured debenture offering (March 2025), a CAD 250M equity raise (October 2025), and approximately CAD 1.7B of completed acquisitions in 2025, with a stated CAD 2B acquisitions/development pipeline through 2028. Notable inorganic moves include the June 2026 acquisition of a 30% interest in Fengate Asset Management's 23-community, 2,943-suite seniors housing portfolio for CAD 382.5M (total portfolio value CAD 1.275B) and the April 2026 acquisition of six Ontario communities from Sifton Properties for approximately CAD 432M. Q3 2025 revenue reached CAD 275.2M (+32% YoY), Q4 2025 funds from operations hit CAD 81.2M (+40.9% YoY), and same-property occupancy recovered to 95.2% by December 2025. Market capitalization stood at approximately CAD 6.21B as of early 2026. Regulatory oversight includes a March 2026 Competition Bureau consent agreement requiring the divestiture of the Clair Hills retirement home in Waterloo.

Short descriptiontext

Chartwell Retirement Residences (TSX: CSH.UN) is the largest owner and operator of senior living communities in Canada, serving approximately 25,000 residents across 141+ residences in Ontario, Quebec, British Columbia, and Alberta through a continuum-of-care model spanning Independent Living, Assisted Living, and Memory Care.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
5,001–10,000
akta.pro rankint
HeadquartersMississauga, Canada
HQ citystring
Mississauga
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
senior living services, retirement residences, assisted living, memory care, independent living
Industry4 codes
1Independent Living Real Estate Owners/Operators (REITs & Management Companies)
CodeHLADAAAGPrimaryYes
2Healthcare & Senior Housing Real Estate Asset Management
CodeBPAJAMAHPrimaryNo
3Market-Rate Independent Living (Private Pay) Communities
CodeHLADAAAAPrimaryNo
4Senior & Assisted Living Residential Property Management
CodeBPAJAFAEPrimaryNo
NAICS code3 codes
  • Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly62331
  • Assisted Living Facilities for the Elderly623312
  • Continuing Care Retirement Communities623311
SIC code2 codes
  • Services-Nursing & Personal Care Facilities8050
  • Real Estate Dealers (For Their Own Account)6532
Product category
Senior Living and Retirement Housing
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model4 records
1Residence Rental Fees
TypeSubscription Recurring
Description

Monthly rental fees for seniors apartments, independent living, assisted living, and memory care suites. Pricing varies by location, suite type, and level of care services selected.

chartwell.com
2Care Services
TypeSubscription Recurring
Description

Additional fees for personalized care services including medication management, assistance with daily routines, housekeeping, laundry, and other support services. Can be added or removed based on evolving needs.

chartwell.com
3Dining Services
TypeSubscription Recurring
Description

Meal plans included in many residences as part of the monthly fee. Some locations offer optional or a la carte dining arrangements. Quebec properties often use flexible a la carte meal pricing.

chartwell.com
4Respite/Stays
TypeSubscription Recurring
Description

Short-term stays ranging from two weeks to 60 days for seniors wanting to experience retirement living, recover from surgery, or provide caregiver relief.

newswire.ca
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Infrastructure, Supply Chain, Marketing or Sales, Technology or R&D
Pricing details5 tiers
1Seniors Apartments - independent living without care services
ModelSubscriptionBilling cadenceMonthly
Notes

Studio to two-bedroom suites with full kitchens, optional services like housekeeping and transportation. Base rent plus optional service packages.

chartwell.com
2Independent Living - social lifestyle with basic services
ModelSubscriptionBilling cadenceMonthly
Notes

Includes daily meals, housekeeping, transportation, 24/7 staff access, emergency response systems. Care services available as add-ons.

chartwell.com
3Assisted Living - comprehensive daily care support
ModelSubscriptionBilling cadenceMonthly
Notes

All-inclusive package covering meals, housekeeping, laundry, emergency response, activities, and comprehensive care services for moderate-to-high care needs. In Alberta, subsidized through Alberta Health Services.

chartwell.com
4Memory Care - specialized dementia support
ModelSubscriptionBilling cadenceMonthly
Notes

Secure neighborhoods with high staff-to-resident ratios, specialized dining and activities, dedicated memory care services. Pricing reflects enhanced care levels.

chartwell.com
5Respite Stays - temporary living options
ModelSubscriptionBilling cadenceMonthly
Notes

Short-term stays from two weeks to 60 days. Includes furnished suite, all meals, housekeeping, and access to community activities and amenities.

newswire.ca
GTM typeB2C
B2C
Offering typeServices
Services
Brand1 record
1Chartwell Wish of a Lifetime
Description

National charity that grants wishes to Canadian seniors to help them live a life of purpose, connection, and engagement.

chartwell.com
Core offering1 text field

Chartwell owns and operates 141+ retirement residences across four Canadian provinces, renting independent living apartments, assisted living suites, and memory care suites to seniors on a monthly subscription basis, with bundled care services, dining, life enrichment programming, and short-term respite stays. Revenue is generated from monthly residence rental fees plus add-on care services, with the portfolio structured as a real estate investment trust listed on the Toronto Stock Exchange.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Chartwell Retirement Residences operates as one of Canada's largest senior living providers with a platform of integrated service offerings across four provinces. The core portfolio includes Seniors Apartments and Independent Living for active older adults, Assisted Living for those requiring daily care support, and Memory Care/Secured Care Units for dementia and Alzheimer's residents. Supporting these care tiers are value-added services including Care Assist (customizable Ontario care packages), the LiveNow Life Enrichment Program (six-dimension wellness), and the Dining Experience (750+ recipe culinary program). Additional offerings include short-term Respite Program stays and the Chartwell Wish of a Lifetime national charity. The company serves approximately 25,000 residents across 140+ retirement communities in Alberta, British Columbia, Ontario, and Quebec.

Product and service9 records
1Seniors Apartments
CategoryIndependent Living Housing
Description

Independent rental apartments for active older adults seeking a maintenance-free lifestyle, with studios through two-bedroom suites featuring full kitchens and optional services such as housekeeping and transportation.

2Independent Living
CategoryIndependent Living Services
Description

Lifestyle option for active seniors that bundles daily meals, housekeeping, transportation, 24/7 staff access, and emergency response systems, with optional add-on care services as needs change.

3Assisted Living
CategoryAssisted Living Services
Description

All-inclusive package for seniors needing moderate-to-high daily support, covering meals, housekeeping, laundry, emergency response, activities, and personalized care such as medication management, bathing and dressing assistance, and oxygen services; subsidized through Alberta Health Services in Alberta.

4Memory Care / Secured Care Units
CategoryMemory Care Services
Description

Specialized secure neighborhoods for residents with dementia or Alzheimer's, with high staff-to-resident ratios, specially trained staff, and personalized cognitive stimulation programs including FitMinds Interact.

5LiveNow Life Enrichment Program
CategoryWellness and Life Enrichment Programming
Description

Signature wellness program promoting physical, social, emotional, intellectual, vocational, and spiritual well-being through experiences such as Rhythm 'N' Moves fitness, FitMinds cognitive programs, Ports of Call travel-themed events, and volunteer opportunities.

6Dining Experience
CategoryFood and Beverage Services
Description

Restaurant-style dining with over 750 from-scratch recipes, seasonal menus, dietitian-approved nutrition, and flexible meal options including à la carte alternatives, supported by the in-house Chartwell Culinary Centre for staff training.

7Care Assist
CategoryCustomizable Care Services
Description

Ontario-based customizable care program that lets residents add or remove personal support services at any time, enabling aging in place with flexible care plans.

8Care & Support Services
CategoryPersonal Care and Healthcare Support Services
Description

Comprehensive personal support services including medication management, assistance with daily routines, oxygen services, pharmacy services, and access to visiting healthcare professionals such as doctors and physiotherapists.

9Respite Program
CategoryShort-Term Stay Program
Description

Short-term stay program allowing older adults to live in a Chartwell residence for periods ranging from two weeks to 60 days, including a furnished suite, meals, housekeeping, and access to community activities and amenities.

Scale indicator11 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-06-02
Description

Joint venture partnership where Chartwell acquired 30% ownership interest in Fengate's 23-property seniors housing portfolio totaling 2,943 suites across Ontario, British Columbia, and Alberta for $382.5 million (portfolio value $1.275 billion). Fengate retains 70% and continues as asset manager for LiUNA Pension Fund. Chartwell assumes operational management with option to increase stake by additional 20% based on milestones. May participate in future development opportunities in Ontario.

2Dr. Greg Wells
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2026-02-12
Description

Health and wellness partnership for resident programming. Dr. Wells provides evidence-based health and wellness content and programming for Chartwell residents as part of their health and wellness initiative launched February 2026.

newswire.ca
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Sienna Senior Living (TSX: SIA) is one of Canada's largest owners and operators of seniors' residences, offering independent living, assisted living, memory care, and long-term care across Ontario and British Columbia. Directly comparable to Chartwell in service mix, customer base, and Canadian geographic footprint.

TypeDirect peer
Description

Extendicare (TSX: EXE) operates long-term care homes and retirement residences across Canada, with a senior living segment directly comparable to Chartwell's assisted living and memory care offerings. Similar regulatory exposure and Canadian-only footprint.

TypeDirect peer
Description

Revera is a major Canadian-owned owner and operator of retirement residences, long-term care homes, and home health services. Operates a comparable continuum of care model across multiple provinces and is a direct competitor in the Canadian senior living market.

TypeDirect peer
Description

Amica Senior Lifestyles is a Canadian owner and operator of premium retirement residences in Ontario, British Columbia, and Alberta. Closely comparable to Chartwell in independent living, assisted living, and memory care services, though with a more luxury-focused positioning.

TypeRegional player
Description

Cogir Senior Living operates a large portfolio of retirement residences primarily in Quebec, with growing presence in Ontario and Western Canada. Highly comparable to Chartwell in operating model and service mix, with particularly strong overlap in the Quebec market.

TypeDirect peer
Description

Verve Senior Living operates independent living, assisted living, and memory care residences in Ontario and Western Canada. Directly comparable in service offerings, scale, and customer demographic, though smaller than Chartwell.

TypeBroad incumbent
Description

Welltower (NYSE: WELL) is a US healthcare REIT that is one of the largest owners of senior housing operating properties in North America. Comparable as a senior housing REIT and operator partner, providing capital to senior living operators and sharing exposure to demographic demand.

TypeBroad incumbent
Description

Ventas (NYSE: VTR) is a major US healthcare and senior housing REIT with significant exposure to senior living operating portfolios. Comparable to Chartwell as a capital allocator and operating partner in the senior housing category.

TypeBroad incumbent
Description

Sunrise Senior Living is a large US-based operator of assisted living and memory care residences. Comparable in service mix (assisted living, memory care, independent living) and customer demographic, though operating exclusively in the US.

TypeBroad incumbent
Description

Atria Senior Living is one of the largest US operators of senior living residences, offering independent living, assisted living, and memory care. Comparable in operating model and continuum-of-care approach, serving as a scale benchmark for senior living operators.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration1 record

Each record includes

Title, Type, Description, Source

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds3 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Chartwell Retirement Residences

Senior Living and Retirement Housingchartwell.com

Chartwell Retirement Residences (TSX: CSH.UN) is the largest owner and operator of senior living communities in Canada, serving approximately 25,000 residents across 141+ residences in Ontario, Quebec, British Columbia, and Alberta through a continuum-of-care model spanning Independent Living, Assisted Living, and Memory Care.

What Chartwell Retirement Residences does

Chartwell Retirement Residences (TSX: CSH.UN), operating through Chartwell Master Care LP, is the largest owner and operator of senior living communities in Canada, serving approximately 25,000 residents across more than 141 residences in four provinces (Ontario ~72, Quebec ~38, British Columbia ~20, Alberta ~11). The portfolio spans a continuum of care: Seniors Apartments and Independent Living for active older adults, Assisted Living for seniors requiring daily support, and Memory Care / Secured Care Units for residents with dementia or Alzheimer's. Differentiated service IP includes the proprietary LiveNow six-dimension wellness program, the FitMinds cognitive wellness curriculum, and a first-of-its-kind in-house Culinary Centre with more than 750 recipes that trains food-and-beverage staff at the Mississauga head office.

The business model is a subscription-style recurring revenue model: residents pay monthly fees covering accommodation, dining, housekeeping, transportation, 24/7 staff access, and emergency response systems, with optional care services (medication management, bathing/dressing assistance, oxygen services) added or removed as needs evolve. Diversified revenue streams include Residence Rental Fees (base monthly), Care Services (a la carte add-ons), Dining Services (with flexible à la carte options in Quebec), and Respite Stays (two-week to 60-day temporary occupancy). Distribution is direct-to-consumer via owned residences, supplemented by a professional referral network spanning healthcare providers, real estate agents, and financial advisors who serve senior clients. Marketing combines website/content, social media, a toll-free inquiry line, and online tour booking, with an OpenAI-powered Chartwell Assistance chatbot handling initial Q&A.

The company is executing an aggressive growth strategy funded by both debt and equity: a CAD 400M senior unsecured debenture offering (March 2025), a CAD 250M equity raise (October 2025), and approximately CAD 1.7B of completed acquisitions in 2025, with a stated CAD 2B acquisitions/development pipeline through 2028. Notable inorganic moves include the June 2026 acquisition of a 30% interest in Fengate Asset Management's 23-community, 2,943-suite seniors housing portfolio for CAD 382.5M (total portfolio value CAD 1.275B) and the April 2026 acquisition of six Ontario communities from Sifton Properties for approximately CAD 432M. Q3 2025 revenue reached CAD 275.2M (+32% YoY), Q4 2025 funds from operations hit CAD 81.2M (+40.9% YoY), and same-property occupancy recovered to 95.2% by December 2025. Market capitalization stood at approximately CAD 6.21B as of early 2026. Regulatory oversight includes a March 2026 Competition Bureau consent agreement requiring the divestiture of the Clair Hills retirement home in Waterloo.

Chartwell Retirement Residences firmographics

Firmographics
Name
Chartwell Retirement Residences
Legal name
Chartwell Master Care LP
Website
https://chartwell.com
Company type
Public
Founded year
2003
Operating status
Operating
Headcount range
5,001–10,000 employees
Short description
Chartwell Retirement Residences (TSX: CSH.UN) is the largest owner and operator of senior living communities in Canada, serving approximately 25,000 residents across 141+ residences in Ontario, Quebec, British Columbia, and Alberta through a continuum-of-care model spanning Independent Living, Assisted Living, and Memory Care.
Ownership category
akta.pro rank

Chartwell Retirement Residences industry classification

Industry
Product category
Senior Living and Retirement Housing
NAICS
Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (62331), Assisted Living Facilities for the Elderly (623312), Continuing Care Retirement Communities (623311)
SIC
Services-Nursing & Personal Care Facilities (8050), Real Estate Dealers (For Their Own Account) (6532)
akta.pro primary industry
Independent Living Real Estate Owners/Operators (REITs & Management Companies) (HLADAAAG)
akta.pro secondary industries
Healthcare & Senior Housing Real Estate Asset Management (BPAJAMAH), Market-Rate Independent Living (Private Pay) Communities (HLADAAAA), Senior & Assisted Living Residential Property Management (BPAJAFAE)

Keywords

  • Senior living services
  • Retirement residences
  • Assisted living
  • Memory care
  • Independent living

Where Chartwell Retirement Residences is headquartered

Location

Headquarters

HQ city
Mississauga
HQ country
Canada
HQ region
North America

Offices5 records

Markets served

Chartwell Retirement Residences business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Infrastructure, Supply Chain, Marketing or Sales, Technology or R&D

Revenue model

  1. Residence Rental Fees: Monthly rental fees for seniors apartments, independent living, assisted living, and memory care suites. Pricing varies by location, suite type, and level of care services selected.
  2. Care Services: Additional fees for personalized care services including medication management, assistance with daily routines, housekeeping, laundry, and other support services. Can be added or removed based on evolving needs.
  3. Dining Services: Meal plans included in many residences as part of the monthly fee. Some locations offer optional or a la carte dining arrangements. Quebec properties often use flexible a la carte meal pricing.
  4. Respite/Stays: Short-term stays ranging from two weeks to 60 days for seniors wanting to experience retirement living, recover from surgery, or provide caregiver relief.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlySeniors Apartments - independent living without care services
SubscriptionMonthlyIndependent Living - social lifestyle with basic services
SubscriptionMonthlyAssisted Living - comprehensive daily care support
SubscriptionMonthlyMemory Care - specialized dementia support
SubscriptionMonthlyRespite Stays - temporary living options

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Chartwell Retirement Residences product offering

Product offering

Core offering

Chartwell owns and operates 141+ retirement residences across four Canadian provinces, renting independent living apartments, assisted living suites, and memory care suites to seniors on a monthly subscription basis, with bundled care services, dining, life enrichment programming, and short-term respite stays. Revenue is generated from monthly residence rental fees plus add-on care services, with the portfolio structured as a real estate investment trust listed on the Toronto Stock Exchange.

Product overview

Chartwell Retirement Residences operates as one of Canada's largest senior living providers with a platform of integrated service offerings across four provinces. The core portfolio includes Seniors Apartments and Independent Living for active older adults, Assisted Living for those requiring daily care support, and Memory Care/Secured Care Units for dementia and Alzheimer's residents. Supporting these care tiers are value-added services including Care Assist (customizable Ontario care packages), the LiveNow Life Enrichment Program (six-dimension wellness), and the Dining Experience (750+ recipe culinary program). Additional offerings include short-term Respite Program stays and the Chartwell Wish of a Lifetime national charity. The company serves approximately 25,000 residents across 140+ retirement communities in Alberta, British Columbia, Ontario, and Quebec.

Differentiator

Problem solved

Functional benefit

Brands

  • Chartwell Wish of a Lifetime: National charity that grants wishes to Canadian seniors to help them live a life of purpose, connection, and engagement.

Products and services

  • Seniors Apartments Independent rental apartments for active older adults seeking a maintenance-free lifestyle, with studios through two-bedroom suites featuring full kitchens and optional services such as housekeeping and transportation.
  • Independent Living Lifestyle option for active seniors that bundles daily meals, housekeeping, transportation, 24/7 staff access, and emergency response systems, with optional add-on care services as needs change.
  • Assisted Living All-inclusive package for seniors needing moderate-to-high daily support, covering meals, housekeeping, laundry, emergency response, activities, and personalized care such as medication management, bathing and dressing assistance, and oxygen services; subsidized through Alberta Health Services in Alberta.
  • Memory Care / Secured Care Units Specialized secure neighborhoods for residents with dementia or Alzheimer's, with high staff-to-resident ratios, specially trained staff, and personalized cognitive stimulation programs including FitMinds Interact.
  • LiveNow Life Enrichment Program Signature wellness program promoting physical, social, emotional, intellectual, vocational, and spiritual well-being through experiences such as Rhythm 'N' Moves fitness, FitMinds cognitive programs, Ports of Call travel-themed events, and volunteer opportunities.
  • Dining Experience Restaurant-style dining with over 750 from-scratch recipes, seasonal menus, dietitian-approved nutrition, and flexible meal options including à la carte alternatives, supported by the in-house Chartwell Culinary Centre for staff training.
  • Care Assist Ontario-based customizable care program that lets residents add or remove personal support services at any time, enabling aging in place with flexible care plans.
  • Care & Support Services Comprehensive personal support services including medication management, assistance with daily routines, oxygen services, pharmacy services, and access to visiting healthcare professionals such as doctors and physiotherapists.
  • Respite Program Short-term stay program allowing older adults to live in a Chartwell residence for periods ranging from two weeks to 60 days, including a furnished suite, meals, housekeeping, and access to community activities and amenities.

Companies that use Chartwell Retirement Residences

Customer profile

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Chartwell Retirement Residences technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature4 records

Chartwell Retirement Residences partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core and minor.

  • Fengate Asset ManagementcoreStrategic or Co-development Partner · 2 June 2026Joint venture partnership where Chartwell acquired 30% ownership interest in Fengate's 23-property seniors housing portfolio totaling 2,943 suites across Ontario, British Columbia, and Alberta for $382.5 million (portfolio value $1.275 billion). Fengate retains 70% and continues as asset manager for LiUNA Pension Fund. Chartwell assumes operational management with option to increase stake by additional 20% based on milestones. May participate in future development opportunities in Ontario.
  • Dr. Greg WellsminorStrategic or Co-development Partner · 12 February 2026Health and wellness partnership for resident programming. Dr. Wells provides evidence-based health and wellness content and programming for Chartwell residents as part of their health and wellness initiative launched February 2026.

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Chartwell Retirement Residences competitors and assessment

Company assessment

Direct peers

  • Sienna Senior Living: Sienna Senior Living (TSX: SIA) is one of Canada's largest owners and operators of seniors' residences, offering independent living, assisted living, memory care, and long-term care across Ontario and British Columbia. Directly comparable to Chartwell in service mix, customer base, and Canadian geographic footprint.
  • Extendicare: Extendicare (TSX: EXE) operates long-term care homes and retirement residences across Canada, with a senior living segment directly comparable to Chartwell's assisted living and memory care offerings. Similar regulatory exposure and Canadian-only footprint.
  • Revera: Revera is a major Canadian-owned owner and operator of retirement residences, long-term care homes, and home health services. Operates a comparable continuum of care model across multiple provinces and is a direct competitor in the Canadian senior living market.
  • Amica Senior Lifestyles: Amica Senior Lifestyles is a Canadian owner and operator of premium retirement residences in Ontario, British Columbia, and Alberta. Closely comparable to Chartwell in independent living, assisted living, and memory care services, though with a more luxury-focused positioning.
  • Verve Senior Living: Verve Senior Living operates independent living, assisted living, and memory care residences in Ontario and Western Canada. Directly comparable in service offerings, scale, and customer demographic, though smaller than Chartwell.

Regional players

  • Cogir Senior Living (Gestion Immobilière Quo Vadis): Cogir Senior Living operates a large portfolio of retirement residences primarily in Quebec, with growing presence in Ontario and Western Canada. Highly comparable to Chartwell in operating model and service mix, with particularly strong overlap in the Quebec market.

Broad incumbents

  • Welltower: Welltower (NYSE: WELL) is a US healthcare REIT that is one of the largest owners of senior housing operating properties in North America. Comparable as a senior housing REIT and operator partner, providing capital to senior living operators and sharing exposure to demographic demand.
  • Ventas: Ventas (NYSE: VTR) is a major US healthcare and senior housing REIT with significant exposure to senior living operating portfolios. Comparable to Chartwell as a capital allocator and operating partner in the senior housing category.
  • Sunrise Senior Living: Sunrise Senior Living is a large US-based operator of assisted living and memory care residences. Comparable in service mix (assisted living, memory care, independent living) and customer demographic, though operating exclusively in the US.
  • Atria Senior Living: Atria Senior Living is one of the largest US operators of senior living residences, offering independent living, assisted living, and memory care. Comparable in operating model and continuum-of-care approach, serving as a scale benchmark for senior living operators.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Chartwell Retirement Residences social profiles

Digital presence

Chartwell Retirement Residences compliance and trust

Trust signal

Compliance1 record

Chartwell Retirement Residences financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Chartwell Retirement Residences leadership team

Management profile

Number of profiles

Profiles6 records

Chartwell Retirement Residences subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Chartwell Retirement Residences funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Chartwell Retirement Residences M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chartwell Retirement Residences

What does Chartwell Retirement Residences do?

Chartwell owns and operates 141+ retirement residences across four Canadian provinces, renting independent living apartments, assisted living suites, and memory care suites to seniors on a monthly subscription basis, with bundled care services, dining, life enrichment programming, and short-term respite stays. Revenue is generated from monthly residence rental fees plus add-on care services, with the portfolio structured as a real estate investment trust listed on the Toronto Stock Exchange.

Is Chartwell Retirement Residences a public or private company?

Chartwell Retirement Residences is a public company. It is classified as public and is currently operating.

When was Chartwell Retirement Residences founded?

Chartwell Retirement Residences was founded in 2003. It employs 5,001 to 10,000 people.

Where is Chartwell Retirement Residences based?

Chartwell Retirement Residences is headquartered in Mississauga, Canada, in the North America region.

How does Chartwell Retirement Residences make money?

Four revenue lines are on record. Residence Rental Fees are the primary driver. The others are care Services, dining Services and respite/Stays.

Who are Chartwell Retirement Residences's main competitors?

Direct peers on record are Sienna Senior Living, Extendicare, Revera, Amica Senior Lifestyles and Verve Senior Living. Cogir Senior Living (Gestion Immobilière Quo Vadis) is listed as a regional player. Broad incumbents are Welltower, Ventas, Sunrise Senior Living and Atria Senior Living.

Does Chartwell Retirement Residences have an API?

No public API is recorded for Chartwell Retirement Residences.

What industry is Chartwell Retirement Residences in?

Chartwell Retirement Residences's product category is Senior Living and Retirement Housing. Its primary akta.pro industry code is HLADAAAG, Independent Living Real Estate Owners/Operators (REITs & Management Companies), with a secondary code of BPAJAMAH, Healthcare & Senior Housing Real Estate Asset Management. Its NAICS code is 62331 and its SIC code is 8050.

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YahooChartwell Retirement Residences (TSX:CSH.UN) Stock Looks Fully Priced As Occupancy RisesChartwell Retirement Residences' unit price has risen 109% over five years, but its P/S of 5.2x far exceeds the healthcare sector average of 1.3x and peer group of 1.2x. The premium suggests investors are paying for rising occupancy and new development, though the fair multiple implied by the tailored model falls below current levels.Defense WorldChartwell Retirement Residences (TSE:CSH.UN) Stock Breaks Below Two Hundred Day Moving Average – Time to Sell?Chartwell Retirement Residences shares fell below its 200-day moving average, trading at C$19.82. ATB Cormark Capital Markets cut its price target to C$25.00, while the consensus remains a Buy with an average target of C$25.77. The company also declared a monthly dividend of $0.0520 per share.MarketBeatChartwell Retirement Residences (TSE:CSH.UN) Stock Breaks Below Two Hundred Day Moving Average - Time to Sell?Chartwell Retirement Residences shares fell below its 200-day moving average, trading at C$19.82 against a C$21.22 average. ATB Cormark Capital Markets cut its price target to C$25.00, while the consensus remains a Buy with a C$25.77 target. The company declared a monthly dividend of $0.0520 per share.AInvestChartwell Announces $0.052 Distribution, Same Property Occupancy UpdateChartwell Retirement Residences announced a $0.052 per unit cash distribution payable October 15, 2026, to unitholders of record on September 30. The company forecasts same-property occupancy rates of 84.6% in September and 85.1% in October 2026, and serves over 30,000 residents across four Canadian provinces.Ticker ReportCritical Review: Chartwell Retirement Residences (CWSRF) versus Its CompetitorsChartwell Retirement Residences is compared to its healthcare rivals on profitability, analyst ratings, and valuation. It beats competitors on 7 of 13 factors, including a higher dividend yield of 3.0% versus 1.5% for the industry. Analysts rate it 3.00 versus 2.55 for rivals, indicating less favorable growth prospects.FoolHow I’m Structuring My $40,000 TFSA for Steady Monthly PayoutsThe article outlines a specific investment strategy for a $40,000 Tax-Free Savings Account (TFSA) to generate steady monthly payouts. It recommends allocating funds among Granite REIT, Chartwell Retirement Residences, Surge Energy, and Exchange Income Corporation based on their dividend yields and growth potential.Ticker ReportChartwell Retirement Residences (CWSRF) vs. Its Rivals Financial SurveyMarketBeat.com published a financial survey comparing Chartwell Retirement Residences against 236 other public companies in the Healthcare Providers & Services industry. The analysis highlights that while Chartwell offers a higher dividend yield than its peers, it exhibits negative profitability metrics and lower institutional ownership compared to the sector average. Analyst ratings indicate that competitors have a more favorable growth outlook despite Chartwell beating them on seven of thirteen comparison factors.Ticker ReportChartwell Retirement Residences Q2 Earnings Call HighlightsChartwell Retirement Residences reported a 17% growth in funds from operations (FFO) per unit in Q2, marking the 12th consecutive quarter of double-digit growth. The company also saw a narrowing net loss, increased occupancy, and strategic acquisitions during the quarter.YahooChartwell Retirement Residences Q2 Earnings Call HighlightsChartwell Retirement Residences reported second-quarter funds from operations growth of 17% per unit, with FFO rising 34% year-over-year to $90.5 million and FFO per unit increasing to $0.28, marking the company's 12th consecutive quarter of double-digit FFO-per-unit growth. Same-property occupancy improved 320 basis points to 94.3%, while same-property adjusted net operating income rose 11.9% to $27.6 million, driven by strong performance across Western Canada, Ontario, and Quebec. The company completed or announced over $1 billion in acquisitions year-to-date and had approximately $614 million of liquidity as of early August, positioning it to pursue additional growth opportunities.MarketBeatChartwell Retirement Residences Q2 Earnings Call HighlightsChartwell Retirement Residences reported a 17% year-over-year increase in second-quarter funds from operations per unit, driven by strong occupancy gains and strategic portfolio expansions. The company executed over $1 billion in acquisitions year-to-date and sold non-core assets to strengthen its balance sheet while maintaining high occupancy rates across its Canadian properties.