Q4 2025 Chartwell Retirement Residences Earnings Call Transcript

Feb 27, 2026 / 03:00PM GMT

Release Date Price: $16.67 (+4.25%)

Transcript

Key Points

Positve

Chartwell Retirement Residences (CWSRF) achieved a significant increase in same-property occupancy, reaching 95.2% in December 2025.
The company reported a 40.8% increase in Funds From Operations (FFO) for 2025, reflecting strong financial performance.
Chartwell successfully integrated three new properties in Quebec and Calgary, expanding its portfolio with high-quality assets.
The introduction of an AI-powered chatbot on their website has enhanced customer engagement and conversion rates.
Chartwell's liquidity position is strong, with $483.8 million available, including cash and borrowing capacity, supporting future growth initiatives.

Negative

Higher adjusted finance costs and general and administrative expenses partially offset the FFO growth.
The company faces potential challenges in maintaining high occupancy levels due to new supply in some markets.
Chartwell's growth strategy involves significant acquisitions, which could strain integration efforts and resources.
The impact of incentives offered in 2025 may suppress overall blended rate growth in 2026.
There is uncertainty regarding the timing and completion of planned dispositions of non-core properties, which could affect financial flexibility.

Operator

Hello, everyone. Thank you for joining us, and welcome to the Chartwell Q4 and year-end 2025 results conference call. (Operator Instructions)

I will now hand the call over to Vlad Volodarski, Chief Executive Officer of Chartwell. Vlad, please go ahead.

Vlad Volodarski

Chartwell Retirement Residences - Chief Executive Officer, Non-Independent Trustee

Thank you, Hillary. Good morning, and thank you for joining us today. There is a slide presentation to accompany this conference call available on our website at chartwell.com under the Investor Relations tab. Joining me are Karen Sullivan, President and Chief Operating Officer; Jeffrey Brown, Chief Financial Officer; Jonathan Boulakia, Chief Investment Officer and Chief Legal Officer; and Gordon Chiu, Chief Technology Officer.

Before we begin, I direct you to the cautionary statements on slide 2 because during this call, we will make statements containing forward-looking information and non-GAAP and other financial measures. Our MD&A and other securities filings contain information about the

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.