)
Chartwell Retirement Residences (CSH-UN) investor relations material
Chartwell Retirement Residences Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record financial and operating performance in 2025, surpassing all strategic targets for resident satisfaction, employee engagement, and occupancy, with same-property occupancy reaching up to 95.2% in December 2025.
Integrated several new properties, expanded into new markets, and completed over $1.7 billion in acquisitions, focusing on high-quality residences.
Launched innovative marketing and sales initiatives, including an AI-powered chatbot.
Increased monthly distributions by 2%, effective March 31, 2026.
Financial highlights
Q4 2025 net income was $7.2 million, up from $3.5 million in Q4 2024; full-year net income was $29.5 million, up from $22.4 million in 2024.
Q4 2025 FFO grew 40.9% year-over-year to $81.2 million ($0.26/unit); full-year FFO rose 40.8% to $278 million ($0.95/unit).
Annual revenue for 2025 was $1.1 billion, up 34.9% year-over-year.
Same-property adjusted NOI increased 18.4% for the year; Q4 adjusted NOI was $75.8 million, up 16.9% year-over-year.
Weighted average same-property occupancy rose 480 bps to 92.8% for 2025 and reached up to 95.2% in December.
Outlook and guidance
Strategic plan targets weighted average occupancy above 95%, revenue per occupied suite growth above 4%, and cost control.
Plans to execute approximately $2 billion of acquisitions and developments, funded in part by $1 billion of dispositions through 2028.
Margin expansion expected to move from low 40% to mid-40% range as rates outpace operating expenses.
Rent growth guidance set at above 4%, with market rents expected to grow by high single digits over the next three years.
Market imbalance and robust industry fundamentals expected to drive higher occupancy and rent growth.
Next Chartwell Retirement Residences earnings date
Next Chartwell Retirement Residences earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage