Cramer thinks the pivot to investing in houses was ill-advised, citing British investment bank Barclays' downgrade of the stock from hold to sell last month. On Monday, the American investment bank Cowen upgraded the security from market perform to outperform, throwing its faith behind the new leadership. But Cramer said it will be a wait-and-see gamble. "Maybe Rich Barton can orchestrate a phenomenal turnaround at Zillow," Carmer said. "I'm glad he's running things again.