Sienna Senior Living Inc (SIA.TO) Buy, Sell…

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Sienna Senior Living Inc (SIA.TO)

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21.85

+0.05 (0.23%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

218 watching

HOLD

He does not own this one. There will be more senior needs going forward, so they are well positioned. A positive longer term story. He owns different REITs instead. Watch were interest rates are going as changes in expectations can change valuations. A good investment for the long term time horizon.

BUY

Defensive REIT that pays income. Nursing and retirement homes, mostly in Ontario (where there is a bed shortage of 35,000) and BC. Strong managers and good dividend. He expects the Ontario government will solve this shortage by mid-2020 (allow more nursing homes) that will benefit Sienna and CSH.UN-T. This is very defensive. You can sleep at night owning this.

PAST TOP PICK

(A Top Pick Jan 28/19, Up 12%) It is a very safe stock and you collect the growing dividend. He likes the defensive characteristics and the demographics.

WEAK BUY

They hold retirement communities. To be honest, it's not incredibly hard to build such facilities, but aging demographics are a tailwind. It's not one of his top holdings, but belongs in a portfolio.

COMMENT

Best REIT for Income? SIA is a $1.2 billion market cap and a 5.1% yield. The timing is good to buy as they had a soft quarter this transitory. They own 7000 long term care residents and 3200 retirement homes. They are well positioned in Ontario, where the government is struggling to incent more growth. It is probably worth $22-$23 per share.

BUY

It is a very safe investment and he likes it. They operate seniors homes as well as nursing homes. He thinks it could worth $22 or higher. It is very defensive and a has a very supported distribution yield.

BUY

Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.

DON'T BUY

It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%. Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while. Yield 4.84%

PAST TOP PICK

(A Top Pick Mar 27/18, Up 13%) Second biggest after Chartwell. Safe, defensive play in a volatile market. Attractive growing dividend in low interest rate environment. Trading at a huge, unwarranted discount to the apartment sector. Conservative stock for your portfolio, reasonably priced. Demographic tailwind. Not too much government regulation.

COMMENT

Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.

TOP PICK

You benefit from the aging demographic. They are growing their retirement homes. The dividend gets raised every year. (Analysts’ price target is $19.03)

COMMENT

Good yield. 65% and declining payout ratio. Balance sheet is improving. Modeling growth of 3.5%. In a normal market, this is not a bad risk/reward place to get some distribution.

BUY

Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.

TOP PICK

This used to be mostly long-term care but is now 50/50 retirement housing, which is like leasing apartments. Prices will go up with interest rates and inflation. The dividend is safe. This stock barely budged over the turmoil of the last month. The big competitor, Chartwell, trades at a much higher multiple. (Analysts’ price target is 19.42$)

BUY ON WEAKNESS

Senior living accommodations are long-term winners. This has a much lower growth rate at about 2.5% than Chartwell (CSH-T) at about 5%. Trading at around 13X, well above its five-year average at about 12X. Also, its balance sheet is a little more levered. If you own this, that’s fine, but he wouldn’t be putting new money into the name right now. He would rather go with Chartwell.

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Sienna Senior Living Inc (SIA.TO)