hard · Asset-Backed Securities collateral

A $200M CMBS loan has a 7.0% cap rate and NOI of 14.0M. The loan is at 75% LTV.

If cap rates widen to 9.0%, what is the new LTV, and what does it imply for refinancing risk?

  1. LTV = 75%; Refinancing risk is low because NOI is stable.
  2. LTV = 58%; Refinancing risk is low as property value increased.
  3. LTV = 95%; Moderate refinancing risk.
  4. LTV = 128%; High refinancing risk as the property is 'underwater'.

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