There is likely multiple paths so choosing the path that fits YOU is critical. 

Inform the lender doing the refi what you are trying to do and see if they have any loan products that fit your needs regarding your desire to invest.

I agree with @Joseph Firmin, work through your goals and objectives and then work backwards to see which approaches are the best fit for your skills, personality, time, experience and money.

I know there's never a one size fits all investing strategy.    

If you called my firm and you fit the criteria of investor I work with, I would personally sit down with you and explain both the analysis process and syndication (or Joint Venture) process 1 on 1 to educate you.

Even if your credit score is on the lower end of the acceptable range for conventional loans and it will be owner occupied - still high.Investment property, asset based loan , or buying in an LLC, rate may be decent, depending on credit.Rates definitely aren't one size fits all. 

If you only hired your CPA for tax preparation, he would not be expecting those extra projects and leaving room to fit them in.

I'm also reaching out to a few agents now to see whom best fits my investing approach, if you don't mind me asking which realtor you used (totally cool if not)?

So I would take a few minutes and layout your long term goals and how you want real estate to fit or play a part in your goals. 

Bad Polybutylene pipe fitting, leaking drain trap under the vanity.I'd be thinking about getting the leaking stopped and worry later about the insurance company.