Business Details
21 Years
experience
Trusted Apartment Brokerage Services in Arizona, Oregon & Washington
Joseph Bernard Investment Real Estate was founded in 2005 to address a gap in the apartment market for a service-oriented brokerage firm. Specializing exclusively in multifamily apartments across Arizona, Oregon, and Washington, the company combines over 90 combined years of broker experience with a commitment to professionalism, integrity, and client-focused service. Recognized as one of America's Fastest-Growing Private Companies by INC 5000 twice, the firm delivers high-quality brokerage, wealth-building, and asset management services. Its success stems from deep market knowledge, ethical practices, and a teamwork-driven approach that prioritizes client goals.The companys expertise in complex transactions, including 1031 Exchanges and Self-Directed IRAs, ensures clients receive tailored solutions. With a track record of outperforming competitors and a focus on long-term relationships, Joseph Bernard Investment Real Estate remains a leader in apartment brokerage. Client testimonials highlight exceptional service, timely communication, and successful outcomes. The firm also offers free rent surveys and market research to support informed investment decisions.
Services
Apartment Brokerage
Pre-Sale Analysis
Asset Management
1031 Exchanges
Self-Directed IRA
Property Clinic
Details
- Year established: 2005
Highlights and features
- We offer over 90 combined years of multifamily apartment brokerage experience.
- Our team holds expertise in 1031 Exchanges and Self-Directed IRA investments.
- We provide free rent surveys and detailed market analysis for informed decisions.
- Recognized as one of America's Fastest-Growing Private Companies by INC 5000.
- We operate with ethical transparency and prioritize client goals in every transaction.
What people say
Excellent job
Fantastic process
5-star
Top level service
Highly impressed
Services
Apartment Brokerage
Joseph Bernard Investment Real Estate specializes in multifamily apartment transactions across Arizona, Oregon, and Washington. Our brokers excel in contract negotiations, deal structuring, and due diligence, ensuring smooth sales or purchases. With deep market knowledge, we help clients maximize portfolio value through unbiased advisory services tailored to long-term wealth-building goals.
Pre-Sale Analysis
We provide detailed property analyses to evaluate apartment market values using income-based approaches. This service helps clients strategize equity moves, hold, or disburse assets for optimal portfolio performance. Our expertise ensures accurate valuations aligned with lender and appraisal standards, supporting informed investment decisions.
Asset Management
Our asset management services focus on maximizing property value post-purchase. We advise on income optimization, expense reduction, and exit strategies, combining wealth-building analysis with hands-on consulting. Clients benefit from tailored strategies to protect equity and achieve long-term financial goals through sustained property performance.
1031 Exchanges
We streamline 1031 Exchanges with expertise in federal tax guidelines and market insights. Our team facilitates forward and reverse exchanges, leveraging client networks to identify off-market properties. This service ensures stress-free, compliant transactions while preserving equity growth through strategic reinvestment.
Self-Directed IRA
Joseph Bernard guides clients in using Self-Directed IRAs for real estate investments. We help investors control retirement funds through checkbook control strategies, enabling purchases of multifamily properties. This service taps into emerging trends, offering tax-advantaged wealth-building opportunities aligned with retirement goals.
People
Joseph Chaplik
President
Joseph Chaplik co-founded Joseph Bernard Investment Real Estate in 2005, leveraging decades of multifamily brokerage experience. He leads the firm's strategic growth and client-focused initiatives, ensuring ethical practices and transaction excellence. His leadership has earned industry recognition, including INC 5000 awards.
Phillip Barry
Principal Broker
Phillip Barry specializes in Oregon and Washington apartment markets, bringing extensive brokerage expertise. He focuses on client success through tailored investment strategies and market analysis. His work emphasizes ethical dealings and maximizing client portfolio value in multifamily transactions.
Joe Boyle
Associate Broker
Joe Boyle supports Arizona and Washington clients with multifamily brokerage services. He combines market knowledge with client-centric solutions, ensuring smooth transactions. His approach prioritizes transparency and long-term client relationships in wealth-building endeavors.
Megan Smiley
Transaction Coordinator
Megan Smiley manages transaction logistics in Oregon and Washington, ensuring efficient deal closures. Her role involves coordinating documentation and communication, supporting brokers and clients. Her attention to detail enhances the firm's reputation for reliable, timely service.
Questions
What areas do Joseph Bernard Investment Real Estate serve?
We provide brokerage services in Arizona, Oregon, and Washington, focusing on multifamily apartment transactions in these key markets.
What services does Joseph Bernard offer for apartment investors?
We specialize in apartment brokerage, pre-sale analysis, asset management, 1031 Exchanges, Self-Directed IRAs, and property performance consultations.
How does Joseph Bernard handle complex transactions like 1031 Exchanges?
Our team uses market expertise and tax knowledge to streamline 1031 Exchanges, ensuring compliance and identifying off-market properties for successful, stress-free transactions.
Can I get a free rent survey for my property?
Yes, we offer free rent surveys for multifamily properties with five or more units. Submit your address via our website to receive a report within 3-5 business days.
What awards has Joseph Bernard Investment Real Estate received?
We’ve been named one of America's Fastest-Growing Private Companies by INC 5000 twice, earned CoStar Power Broker recognition, and received Oregon Ethics in Business awards.
