Kelly Ann Winget has raised over $500 million and closed roughly 150 deals, and her entire process runs on clarity, not complexity. On this episode, host Abel Pacheco and Kelly Ann talk about alternative investments and how to vet them.
In this episode:
- Every pitch compressed to 3 questions: "how much money do you want? How much money are you gonna give me back? And what is the possibility of me never seeing my money again?"
- Slow, disciplined due diligence: "if you have a really good team behind something, it's hard to fail." She favors generational, "happily involved" family teams and spent "two and a half years" vetting a single deal before taking a dollar.
- Abel's audit that comes first: "How much money do you have today? What is my investable capital now?"
- Why a well and an apartment building are taxed alike, so the return is protected by the quality of the decision that put the money there.
- Her edge: "recognizing trends is something I'm really good at," built over a decade.
Abel Pacheco is a San Antonio real estate operator who went from 8 single family houses to a share of roughly 1,500 apartment doors, and now works as a fractional Chief AI Officer helping small and mid sized businesses put the back office on autopilot.
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