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Chartwell Retirement Residences (CSH-UN) investor relations material
Chartwell Retirement Residences Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved ninth consecutive quarter of double-digit growth in same-property adjusted NOI and FFO per unit, with FFO up 30.8% year-over-year to $73.1 million ($0.24 per unit) in Q3 2025, driven by operational efficiencies, high-quality asset expansion, and strong market demand.
Net loss of $5.2 million in Q3 2025, compared to net income of $23.6 million in Q3 2024, mainly due to non-cash and one-time items, higher expenses, and lower gains on asset disposals.
Same-property occupancy increased 470 basis points to 93.1%, with gains across all platforms.
Over $1 billion in acquisitions completed year-to-date, with an additional $700 million committed for late 2025 and early 2026.
Strategic focus on acquisitions, development partnerships, and divestiture of non-core assets to optimize portfolio.
Financial highlights
Q3 2025 resident revenue was $275.2 million, up 32.3% year-over-year, with direct property operating expense at $165.4 million.
FFO rose to $73.1 million, up 30.8% year-over-year; same-property adjusted NOI increased by $10.2 million or 15.8%.
Same-property adjusted operating margin improved by 250 bps to 42.0%.
Liquidity at September 30, 2025, was $679 million, including cash and available credit; at November 6, 2025, it was $508 million.
Market capitalization stood at $6.2 billion as of September 30, 2025.
Outlook and guidance
Targeting 95% same-property occupancy by December 2025, with continued growth in occupancy and cash flows expected in 2026 and beyond, supported by robust demand and limited new supply.
Plan to begin and maintain distribution increases as cash flow fully covers distributions and capital investments.
Employee engagement and resident satisfaction targets set at 55% and 67%, respectively.
What is the long-term impact of Q3 net loss drivers?
Funding strategy for $0.7B committed investments
Key strategies to reach 95% occupancy by Dec 2025
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Next Chartwell Retirement Residences earnings date
Investor Day 202513 Nov, 2025
Next Chartwell Retirement Residences earnings date
Investor Day 202513 Nov, 2025
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Frequently asked questions
Chartwell Retirement Residences operates a portfolio of senior housing communities in Canada. The company offers independent living, assisted living, and long-term care services. It focuses on enhancing the quality of life for older adults through residential care and support services. The company is headquartered in Mississauga, Canada, and its shares are listed on the TSX.
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