The backers and whales seem fine with it.Dunno. Just speculation that they're in a grumpy place and ready to pull the lever. (If I'd had CR selling me a line for nearly 6 years I reckon I would be)
And yeah, with that sort of pee-ant (little ant callback yo) return and a guaranteed return on capital when the trigger is pulled, it would make more sense to do it while there are still assets to sell than when there aren't.