Capstone Partners advised Rent to Retirement, Inc. (RTR)—a leading provider of turnkey real estate investment solutions for individuals—on its sale to Calidant Capital, a Texas‑based private equity firm, alongside funding partner Source Capital.
Founded in 2017, Rent to Retirement is a provider of turnkey real estate investment solutions for individuals seeking to build long-term wealth through passive income. RTR operates in high-growth U.S. markets, delivering fully renovated, cash-flowing properties that enable individuals to achieve financial freedom without the complexities of active property management. RTR offers end-to-end services, including property acquisition, tenant placement, and ongoing property management. Its portfolio includes single-family homes, multi-family properties, and new construction opportunities in regions with strong economic fundamentals and population growth. For more information, visit Rent to Retirement here.
After interviewing a dozen different investment bankers, the Capstone team was by far the most responsive and professional in their communication. I felt they were honest about upfront expectations. Selling a business is one of the most challenging and emotional decisions someone can go through, and the decision is not to be taken lightly. Working with the right team is critical, not only to maximize value, but also to provide professional support throughout the process. This is exactly what the Capstone team did for me. I could not be happier and more thankful for the team’s dedication throughout my sales process leading to a favorable outcome. They always advised me with my best interests as top priority, even if it meant not consummating the sale. I would give everyone on my Capstone team the highest-level recommendation for anyone looking for a top-quality team to sell your business!
“It was a privilege to advise and represent Rent to Retirement on its successful transaction with Calidant Capital. Zach has built an exceptional platform distinguished by strong capabilities, a resilient culture, and a market‑leading brand. We’re proud to have supported the team through a complex process and to have delivered an outcome that honors the company’s legacy while positioning it for continued momentum and growth,” said Capstone Partners.
Calidant Capital is a Texas‑based private equity firm focused on partnering with founder‑led, high‑growth companies. They invest in organizations with strong recurring revenue, scalable operating models, and long‑term value creation opportunities. Their investment, in conjunction with funding partner Source Capital, supports RTR’s next phase of expansion, operational enhancement, and market development. For more information, visit Calidant Capital here.
The investment banking professionals on Capstone Partners’ dedicated FinTech and Consumer Investment Banking teams work with leading middle market companies operating in the Consumer Financial Services market to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the business lifecycle. Our firm has developed a full suite of corporate finance solutions, including M&A advisory, debt advisory, financial advisory, and equity capital financing to help privately owned businesses and private equity firms address any need, ranging from growth and financial or operational advisement to an ultimate exit transaction. To learn more about this transaction, or about the benefits of starting a relationship with our FinTech or Consumer Investment Banking Team, contact us here.
