Our firm decided to integrate the two a few years back because of the constant push/pull and inconsistent advice between the two services...thus, we determined finding a strategic legal/asset protection partner, versed in our tax planning, was the correct route to go for our clientele. 

@Logan M. another stream of income, if you don't want to have clients finance through banks is financing them yourself and collecting the 12-15% on contract sales.Do you offer any mini storage in any of your communities for an additional income stream?

It's a constant struggle that I am sure you have dealt with.

- Does he plan to keep his existing income stream, or would the goal of real estate be to significantly supplement that income? 

Also you have to constantly look for customers and you competing with highly competitive hard money lenders.Lendng under $50k is great idea because most HML don't do loans less then 100k.So I found that traditional real estate is much more passive and easier but I still be interested in private lending on a deal to deal basis I such deal falls into my inbox and it passes all check and balances. 

But I view that portfolio as what I DID and I'm trying to find the next strategy to move to so I can create an additional stream of income on what I'm DOING.I feel like the building thing is solid. 

I’ve seen investors spread too thin by picking up multiple inexpensive properties in less desirable neighborhoods, only to be hit with constant maintenance issues and tenant turnover.That said, there are still opportunities in the Midwest where you can find properties in stable, growing areas.

My rental is one of the those 3 cities so I constantly have to read landlord-tenant laws for changes.  

While I appreciate your advice, I may be better suited to follow it once I have a more consistent revenue stream and better connections.Thanks!

However, it comes with higher risk and upfront costs.If you prefer diversification, using equity for a down payment on a new property spreads your risk and potentially opens up additional revenue streams through rental or appreciation.It comes down to your risk tolerance and long-term goals.