In this episode of Deal Flow, host Michael Pouliot, CFA, CAIA, is joined by Ian Joseph, founder of Branch Berkeley Springs, a hospitality development project in Berkeley Springs, West Virginia. A seasoned commercial banker turned hospitality entrepreneur, Ian discusses his journey from the banking world to real estate development. He shares his transition from an 18-year career in commercial banking to building a unique hospitality venture in Berkeley Springs, West Virginia. They dive into overcoming fear in entrepreneurship, the importance of strong relationships in real estate, the intricacies of risk management, the psychology behind making significant career shifts, and Ian’s approach to building systems that streamline operations. This episode is a must-listen for an inspiring discussion on risk, community engagement, and the psychology of entrepreneurship.

Ian Joseph is a seasoned commercial banker turned entrepreneur with over 18 years of experience in the financial sector, specializing in risk mitigation, market analysis, and building trusted relationships. After a successful career delivering financial solutions for projects such as senior living developments and public charter schools across the Washington, D.C., Maryland, and Northern Virginia regions, Ian transitioned into real estate and hospitality. He is the founder of Branch Berkeley Springs, a hospitality development project in Berkeley Springs, West Virginia, where he combines his expertise in engineering, construction management, and finance to create unique, community-integrated guest experiences. Driven by a passion for fostering local partnerships and designing innovative spaces, Ian is dedicated to helping others navigate career transitions, overcome fear, and embrace entrepreneurship.

Episode Topics and Highlights