easy · Private Credit & Debt loan-structures-instruments

A borrower has a PIK toggle and chooses to PIK its interest during a recession.

What is the most likely effect on the lender's 'Recovery Risk' if the company eventually defaults?

  1. The risk remains the same because recovery is always calculated based on the original loan amount.
  2. The risk decreases because the lender has 'invested' more into the company.
  3. The risk is eliminated because PIK interest is senior to all other forms of debt.
  4. The risk increases because the total claim size has grown while asset values may have fallen.

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