Business Details
21 Years
experience
Expert Apartment Brokerage Services in Arizona, Oregon & Washington
Joseph Bernard Investment Real Estate was founded in 2005 to provide superior apartment brokerage services through professionalism, integrity, and customer service. Headquartered in Scottsdale, Arizona, we operate across Arizona, Oregon, and Washington, specializing exclusively in multifamily apartment transactions. Our brokers bring over 90 combined years of experience, delivering high-quality brokerage, wealth-building strategies, and asset management solutions. Recognized as one of America's Fastest-Growing Private Companies, we prioritize client success through ethical practices, advanced market knowledge, and a collaborative team approach.Our mission centers on long-term client relationships, ensuring transparency, expert guidance, and tailored investment strategies to maximize portfolio value. With a national reach and localized expertise, we navigate complex transactions while maintaining a commitment to education, communication, and client empowerment.
Services
Apartment Brokerage
Pre-Sale Analysis
Asset Management
1031 Exchanges
Self-Directed IRA
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of specialized expertise in multifamily apartment transactions.
- Our team provides transparent, data-driven market analysis for optimal investment decisions.
- We guarantee personalized service with a focus on long-term client relationships.
- Our brokers hold active licenses in Arizona, Oregon, and Washington.
- Weve completed more transactions than any other Oregon firm since 2009.
Associations and certifications
- INC 5000
- CoStar Power Broker
- Oregon Ethics in Business Award
- US Institute of Trade & Commerce - American Excellence
What people say
Top level service
Excellent service
Great company
Fantastic process
Highly impressed
Services
Apartment Brokerage
We specialize in multifamily apartment transactions across Arizona, Oregon, and Washington. Our brokers excel in contract negotiations, deal structuring, and due diligence, ensuring smooth transactions for buyers and sellers. With deep market knowledge and a focus on long-term wealth-building, we provide unbiased advisory services to maximize investment returns.
Pre-Sale Analysis
Our detailed property analysis evaluates apartment values using income-based approaches aligned with lender and appraisal standards. This service helps investors strategically decide when to sell, hold, or reinvest equity, optimizing portfolio performance through data-driven insights tailored to submarket conditions.
Asset Management
We help investors enhance property value post-purchase by identifying income-growth opportunities and cost-saving strategies. Our wealth-building analysis guides clients in allocating equity effectively, balancing risk, and planning exit strategies to protect and grow their real estate investments over time.
1031 Exchanges
Our experts streamline 1031 Exchange processes using forward and reverse exchange strategies. Leveraging market relationships, we locate off-market properties to meet strict IRS deadlines, ensuring seamless transitions while preserving client equity through compliant, stress-free transactions.
Self-Directed IRA
We guide clients in using Self-Directed IRAs to invest in real estate, offering control over retirement funds. Our team facilitates purchases of income-generating properties, combining retirement planning with multifamily investment opportunities to build long-term wealth securely.
People
Joseph Chaplik
President / PB / DB
Joseph Chaplik co-founded the firm in 2005 and leads its strategic growth. Licensed in Arizona, Oregon, and Washington, he specializes in multifamily transactions and has driven the company's recognition as a top brokerage through his commitment to client success.
Phillip Barry
Principal Broker
Phillip Barry oversees brokerage operations in Oregon and Washington. With extensive experience in apartment transactions, he focuses on delivering tailored solutions to investors, ensuring ethical practices and exceptional service quality across all client interactions.
Joe Boyle
Associate Broker
Joe Boyle provides brokerage services in Arizona and Washington, leveraging his market expertise to support client investment goals. He emphasizes transparent communication and strategic guidance to facilitate successful multifamily property transactions.
Megan Smiley
Transaction Coordinator
Megan Smiley manages transaction coordination in Oregon and Washington, ensuring smooth deal execution. Her role involves detailed process management and client support, maintaining the firm's standards of professionalism and efficiency throughout each transaction.
Questions
What areas do you specialize in for apartment brokerage?
We focus on Arizona, Oregon, and Washington, offering localized expertise with a national reach for multifamily property transactions.
How do you assist first-time apartment investors?
We provide tailored guidance, market analysis, and educational resources to help new investors navigate apartment transactions confidently.
What sets your 1031 Exchange service apart?
Our team leverages off-market relationships and strict deadline management to ensure seamless, compliant tax-deferred exchanges.
Can I use retirement funds for apartment investments?
Yes, we specialize in Self-Directed IRA strategies for real estate purchases, offering retirement planning flexibility.
How do you ensure transparency in transactions?
We maintain open communication, provide detailed market analysis, and avoid hidden fees throughout the brokerage process.
What awards has your firm received?
We’ve earned the INC 5000 award twice and received recognition for ethical business practices and market leadership.
