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For his "Executive Decision" segment, Cramer sat down with Gary Wojtaszek, president and CEO of CyrusOne (CONE) - Get Report , the data center REIT with a 3.75% yield and shares that have dropped 14% in 2018, as REITs have fallen out of favor on Wall Street.
Wojtaszek said he can't control how shares trade on Wall Street, but he can control the company's execution. CyrusOne just posted its strongest quarter ever and continues to lead the industry higher.
Wojtaszek added that CyrusOne continues to follow their customers, which led them to the $442 million acquisition of Zenium, one of the largest data center operators in London and Frankfort. Closer to home, he said, their recent land purchase in Atlanta was also based on customer demand and they are putting data centers where customers need them.
CyrusOne now has all of the major cloud providers as customers.
Cramer said while REITs are currently out of favor on Wall Street, there was also a time when being a REIT was a blessing.
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At the time of publication, Cramer's Action Alerts PLUS had a position in ITW, DHR.