Mad Money

Buy This Commercial Real Estate ETF

Commercial real estate will not collapse, Cramer said during Wednesday’s Stop Trading!, thanks to a crucial change in the tax code. The best way to play it is with an industry ETF.

The updated law will allow people in “unbelievably difficult to undo” real-estate deals, Cramer said, to work their way out of them, thereby preventing loan defaults. While some investors are buying Annaly Capital or Capstead Mortgage as a trade, Cramer instead recommended the iShares Dow Jones US Real Estate exchange-traded fund. While he admitted the IYR was “heavily shorted,” he is bullish on the ETF.

Another key trend in the market right now is the move in chlorine, caustic soda, polyvinyl chloride, Cramer said, as their usage increases in a healthy economy. There’s been a lot of “positive chatter and upgrades” of PPG Industries because these products are in demand again.

“That’s a sign that the real economy’s back,” Cramer said.

Cramer's charitable trust owns PPG Industries.

Call Cramer: 1-800-743-CNBC

Questions for Cramer?

Questions, comments, suggestions for the Mad Money website?