medium · Private Credit & Debt documentation-covenants-terms

A CLO equity tranche (50M) is supported by a 500M loan pool yielding SOFR + 375 bps. Liabilities total 450M with a blended cost of SOFR + 200 bps. Annual management and admin fees are 55 bps of total assets.

What is the estimated annual cash-on-cash yield to equity (assuming no defaults)?

  1. 11.2%
  2. 14.0%
  3. 17.5%
  4. 19.5%

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