Chartwell Retirement Residences (CSHUN) Earnings Call Transcripts

Chartwell Retirement Residences's Latest Earnings Call - June 18, 2026

Chartwell Retirement Residences reported a strong performance for the fiscal year 2025, with notable improvements in key financial metrics. Same-property occupancy increased by 480 basis points, and same-property net operating income grew by 18.4%, while funds from operations per unit rose by 25% year-over-year. For Q1 2026, the company continued its positive momentum with a 400 basis point increase in occupancy, a 15.6% rise in same-property net operating income, and a 35% increase in funds from operations per unit. Management did not provide specific guidance changes but highlighted a positive outlook for the senior housing market.

Reported metrics

Guidance from management

Management did not provide specific forward guidance but highlighted expectations for continued demand growth in senior housing and a focus on repositioning towards higher growth assets.

What management said

As no other nominations were submitted within the required time frame set out in Chartwell's Declaration of Trust, I declare the nominations closed. Unitholders of Chartwell are also entitled to direct the trustees of Chartwell to elect nominees who will serve as the 3 trustees of CHS Trust. I will now ask Jonathan to move a motion in favor of the election of nominees as the 3 trustees of CHS Trust.

I move that the trustees of Chartwell be directed to vote the units of CSH Trust held by Chartwell in favor of the election of all Rael Diamond, Valerie Pisano and Sharon Sallows as trustees of CSH Trust.

What analysts pressed on

Analysts expressed concerns about the renovation projects, particularly the Chartwell Grenadier, questioning the budget and the involvement of residents in decision-making processes. There was a specific query about the $1 million budget for the Grenadier upgrade.

Main topics on the call

• Record Year in 2025 — Chartwell achieved a record year in 2025, with same-property occupancy up 480 basis points and net operating income increasing by 18.4%. Funds from operations per unit also grew by 25% year-over-year. Management attribut...
• Q1 2026 Performance — In Q1 2026, Chartwell reported a 400 basis point improvement in occupancy, a 15.6% increase in same-property net operating income, and a 35% growth in funds from operations per unit compared to the previous year.
• Future Demand and Supply — Management expects senior housing demand to grow 4% to 5% annually over the next decade, driven by an aging population. New supply is expected to remain muted for at least two years, providing a favorable market environm...
• Portfolio Repositioning — Chartwell is focusing on repositioning its portfolio towards newer, higher growth assets in attractive markets, aiming to enhance operational effectiveness and efficiency.

Read the full Chartwell Retirement Residences transcript (June 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 Chartwell Retirement Residences earnings call transcripts on record, spanning February 28, 2020 to August 7, 2026. Based on this history, Chartwell Retirement Residences reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CSHUN

Exchange

TSX

Country

CA

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

32

First call

February 28, 2020

Most recent

August 7, 2026

Reporting cadence

quarterly