hard · Asset-Backed Securities

A $500M CLO is structured with 90% debt and 10% equity. The collateral is a pool of leveraged loans earning SOFR + 375 bps. The debt has a weighted average cost of SOFR + 200 bps. Fees and expenses are 45 bps and the expected loss rate is 80 bps.

If SOFR is 5.0%, what is the estimated annual cash-on-cash yield for the equity holders?

  1. 8.5%
  2. 12.0%
  3. 15.5%
  4. 13.0%

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