My client is concerned if he goes to sell years down the line he will face an issue where the new buyer would not be able to obtain a loan on a property with a CLTA policy and his buyer pool will shrink to cash buyers only which could delay the sale. 

So change the question and ask if you can afford that negative cash flow indefinitely. 

If you would like me to obtain a quote for replacement, please indicate your desire to pay the cost of the replacement and we will obtain bids.

I assume I need to obtain and include these again and hope they will generate automatically with whatever online state-specific lease creator I use. 

You will have to get permits and disclose your contractor ...AB 968 requires the seller of a singlefamily residential property to disclose work done on the property, if the seller obtained title of the property within the previous 18 months.

In that case your process to obtain a property can be up to 5 months so keep this in mind.

So, we obtaina full credit report and review collections, chargeoffs, age of credit accounts, active accounts, etc.to build an overall credit evaluation.FICO ScorePct of PopulationDefault Probability800 or more13.00%1.00%750-79927.00%1.00%700-74918.00%4.40%650-69915.00%8.90%600-64912.00%15.80%550-5998.00%22.50%500-5495.00%28.40%Less than 4992.00%41.00%Source: Fair Isaac CompanyPublic RecordsWe also obtain data from national databases about evictions, convictions and sex-offender histories.

What if instead of refi there was a construction loan or, post rehab, 2nd or heloc was used to not lose the below market financing obtained at purchase via alternative financing.

An at sale you get to take some of the profit tax free and indefinitely defer the tax on the rest.It's an awesome strategy. 

Here are some additional activities that count, toward real estate professional and material participation hours.Research market for real estate transaction opportunities; current office market rates; terms of financingMaking offer contracts for properties that you end up buyingNegotiation for acquisition of rental properties that you end up purchasing; including directing due diligence and managing financial projections/business plansObtaining financing for properties that you purchaseProperty inspectionsAdvertisingMeeting with Prospective Tenants/showing properties to prospective tenantsNegotiate, obtain, & review proposals and contracts with vendors (insurance, utilities, etc) for property servicesReview and Negotiate The Terms of Sale AgreementsStaging and Decorating3rd party contractor, vendor, or service provider supervision