Robert Balick Robert Perry

Robert Balick is a Managing Partner at BauMont Real Estate Capital and chairs the firm’s Investment Committee. BauMont says he is responsible for management, strategy, and capital formation, and that his role includes sourcing investments and challenging investment assumptions from the early underwriting stage.

Balick co-founded BauMont in 2017 with Frédéric Laurent, Serge Maton, and Eric Salmon after an amicable spin-out from CarVal Investors. BauMont is based in London and Paris and focuses on value-add real estate investing, primarily in the UK and France. Companies House lists Robert Didier Francois Claude Balick as a director of BauMont Real Estate Capital Limited and records his nationality as French and country of residence as the United Kingdom.

Before BauMont, Balick was a Senior Managing Director at CarVal Investors in London, where he led European real estate investment activities. Companies House records him as a designated member of CarVal Investors GB LLP from 1 September 2013 until 31 March 2017. Earlier in his career, he was a Vice President in the Real Estate Investment Banking unit of Salomon Brothers in Europe.

His education is listed by third-party commercial real estate profile data as an MBA from NYU Stern School of Business and a BS from New York University; LinkedIn also lists NYU Stern School of Business with dates 1987-1989.

• BauMont’s stated approach is value-add real estate investing: it seeks to acquire assets where value can be created through “intensive asset management” and “unlocking arbitrage opportunities.”
• The firm’s first fund, BauMont Real Estate One ScSp, raised €337 million in 2019, including €25 million of discretionary co-investment capital, and focused on opportunistic equity and equity-like strategies in office, residential, logistics, retail, and other commercial real estate primarily in France and the UK.
• BauMont focuses on portfolio break-up, intensive asset management, development with planning in place, and change-of-use/planning-gain strategies.
• The firm emphasizes motivated or stressed sellers, reset entry pricing, downside-risk underwriting, and adapting business plans to market cycles.
• Balick’s own 2024 statement after M&G’s majority investment in BauMont: “European real estate markets are adjusting to the higher rate environment and are entering a new cycle of growth where demand is focused on a limited supply of high-quality assets. Value-add strategies can take advantage of re-set entry pricing, whilst actively repositioning assets to meet the needs of modern occupiers.”
• ESG is part of BauMont’s investment process: the firm says it integrates sustainability across the investment cycle and aligns its responsible-property-investing approach with the UN Principles for Responsible Investment.