Weyerhaeuser CEO on REIT Transformation

Despite reporting a strong second quarter, shares of Weyerhaeuser closed down on Friday thanks to a weak outlook for the third quarter, Cramer said. But you don't own a stock like this one for the next quarter. You own it for its transformation into a real estate investment trust.

“This is a terrific long-term story,” Cramer said, “even if the short-term outlook is cautious.”

A company’s conversion into a REIT can seem arcane and impenetrable, maybe making investors wary of buying such a stock. That’s why Cramer invited Weyerhaeuser CEO Daniel Fulton onto Mad Money for a complete breakdown of the process.

Watch the videofor the full interview.

When this post was published, Cramer's charitable trust owned Weyerhaeuser.

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