medium · Private Credit & Debt loan-structures-instruments

Which of the following is a primary reason why PIK interest is considered riskier for a lender than cash-pay interest?

  1. PIK interest reduces the total claim size in the event of a borrower liquidation.
  2. PIK interest is tax-free for the lender until the final principal is repaid at maturity.
  3. PIK allows a struggling borrower to 'pay' interest without generating cash, potentially masking financial deterioration.
  4. PIK interest provides an immediate cash inflow that the lender must reinvest at potentially lower rates.

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