About Us

In 2005, co-founders Joseph Chaplik and Bernard Gehret saw a void in the apartment market for a quality, service-oriented brokerage firm and knew they could fulfill that need. Joseph Bernard Investment Real Estate was formed on the foundation to provide outstanding real estate brokerage through high quality professionalism, integrity, and service. We specialize solely in multifamily apartments. At Joseph Bernard, LLC our philosophy is to serve all of our clients needs to help them achieve their investment real estate goals, regardless of their portfolio size. We work with both seasoned and first time investors who are buying real estate, selling real estate, as well as holding their properties. We believe that our dominant market presence is due to our unwavering dedication to serving our clients with the best brokerage and wealth building services in Arizona. Clients can also take advantage of our extensive resources of relationships with our core clients, brokers, and other professionals in the marketplace. This helps to create and assist transactions that are otherwise unknown to the rest of the market. Experience the difference of a superior quality real estate firm that is here serving your needs and working for you.

Mission

Our mission is to build long-term relationships with our investors by combining the highest quality of professional services with full honesty and integrity. At Joseph Bernard, LLC, it is our clients' needs and goals --not our own-- that are at the forefront of every transaction. We feel confident that our superior knowledge, standard of service, and ethical practice as a firm will exceed your expectations, and invite you to experience the difference with all of your investment real estate needs.

Professionalism

Clients can expect the brokers at Joseph Bernard, LLC to have advanced knowledge and expertise of the apartment market, wealth building, and portfolio planning. We understand and respect how important your investment is to you. It deserves a professional approach to asset management, for which we have set the standard, to better protect your equity and help you reach your goals.

Integrity

Our firm operates in a manner of truth and trust in all ways. In order to serve at the highest level, operating with integrity is essential. Our focus is to serve our clients for many years to come, and provide a tremendous level of service with complete honesty and integrity.

Communication

The brokers at Joseph Bernard, LLC are diligent in providing clear and timely communication with our clients through every step towards their goal. By being well-informed, our clients are able to accurately understand their investments and make sound decisions for their portfolio.

Team Work

Our teamwork approach to serving clients gives them the benefit of having our entire firm working towards their success with our vast resources. Clients can also take advantage of our profound relationships with other skilled professionals in the marketplace who may assist them in reaching their investment goals. We have a national reach with various resources and tools to better serve you.

Wealth Building

Our brokers have truly mastered the wealth building process better than anyone, with unparalleled knowledge and training in the area of investment real estate. We understand the complex facets of apartment transactions and are experts in financial analysis, property valuation, deal structuring, and contract negotiations. Since we focus on the long-term wealth building process, our clients are assured we serve as non-biased advisors to best serve their interests.

Service

We dedicate ourselves to serving our clients and are constantly asking "How can I help?" and "How can I serve?" We strive to provide exceptional service to our clients and seek out opportunities daily on their behalf. We believe in helping all clients that have a need, regardless of their size of investment. If we are not best suited to help you, you can depend on our honesty to recommend other options.

Apartment Brokerage Services

We focus solely on multifamily apartments in Arizona, and hold ourselves to the highest standards in brokerage services. Apartment transactions can be complex and vary greatly from residential and other commercial transactions, so hiring the right broker to represent you with selling and purchasing apartments is essential. Our brokers are experts in contract negotiations, deal structuring, and due diligence process to ensure your transaction runs as smoothly and successfully as possible. Since we focus on the long-term wealth building process, our clients are assured we serve as non-biased advisors to best serve their interests.

Pre-Sale Analysis

Clients can take advantage of our extensive knowledge with the changing market conditions per submarket to correctly evaluate property values based on the income approach, which is the same method that lenders and appraisers will use. We provide a full detailed property analysis of your apartments to help you understand the real market value. This analysis will help you strategically move, hold, or disburse your equity into better performing properties at key times to create the most successful portfolio possible.

Asset Management

We help investors maximize their property portfolio value after the purchase by consulting on ways to increase income and minimize expenses while working towards their exit strategy. We provide a full investment wealth building analysis for owners to evaluate where the best use of their equity is served through wealth generation while protecting their asset equity.

1031 Exchanges

At Joseph Bernard Investment Real Estate we understand that Tax Deferred 1031 Exchanges can be very stressful. Our knowledge of the apartment market and federal tax guidelines helps clients evaluate properties quickly and efficiently. We utilize both forward and reverse exchanges in strategy to have a successful, smooth transaction. Our deep client relationships can help find a property that is unknown to the rest of the market to complete your exchange.

Self-Directed IRA

Using a Self-Directed IRA puts you in control over your retirement savings in a way that has been around for many years, but has recently become more popular. The Self-Directed IRA creates a way for you to tap into funds from your retirement account to invest in real estate, as well as other venues, using a "checkbook" to make purchases. We invite you to utilize Joseph Bernard, LLC as your expert with this process and to find the right apartments with this emerging and growing trend among investors.

"Phil was awesome!" ~ Ryan L.

"Great company - great service." ~ Debby N.

"Excellent service. Professional and confident." ~ Cindy M.

"Phil worked hard and did everything the way I like it done. He is very focused and, unlike many brokers, is willing to work. He set up everything and was very good to work with and I have worked with many brokers." ~ Joseph T.

"Hunter Brookshier could not have done a better job for me. He is knowledgeable, prompt, responsive, unflappable, and kind. He navigated the rigid 1031 Exchange deadlines of my purchase with aplomb. Working with Hunter could not have been a more positive experience, he is a true professional and an absolute pleasure to work with." ~ Lisa B.

"I really enjoyed working with Michael and if in the market in the future, I would call Michael first." ~ Mike M.

"5-star, very impressed! I learned a lot." ~ Elizabeth D.

"Fantastic process, would use again." ~ Grant B.

"We'll be back in the future and will recommend you to others." ~ Peter & Linda A.

"Completely satisfied with your services." ~ Diane P.

"Especially towards the end of transaction, Joe's tenaciousness and communication with all parties helped to finally secure a closing. We really appreciate his extra efforts which were instrumental in bringing together those that were less than professional. Thank you for making this difficult transaction a success!" ~ Mike & Heidi S.

"They answered all my questions and were extremely helpful and supportive through the whole process." ~ Joe N.

"Joseph Chaplik did an excellent job finding a buyer and completing the sale in a timely manner." ~ Richard D.

"Bernie was fantastic all the way through the buying process. Thank you for all of the help and for walking me through each step." ~ Don B.

"Top level service!!" ~ Jim K.

"Bernie has been very good for us, finding us just the right properties, and doing a fantastic job selling our properties." ~ Kelly F.

"They were on top of the process and got the right buyer quickly." ~ Jason H.

Celebrating over 2 Decades of Excellence with Awards & Recognitions