medium · Asset-Backed Securities

A hospital system securitizes its receivables via a revolving facility. The net realizable value (NRV) of the pool is $39 million and the trust uses a 75% advance rate.

If the hospital experiences a deterioration in its revenue cycle, causing days-in-AR to rise significantly and the net collection ratio to fall, what is the most likely structural consequence?

  1. The facility will trigger early amortization as performance thresholds are breached.
  2. The advance rate will automatically increase to provide the hospital with more liquidity.
  3. The trust will begin to write down the senior bonds to reflect the lower NRV.
  4. The 'True Sale' status will be revoked, and the assets will return to the hospital's balance sheet.

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