That'd be my bet. It's a common correlation around here. A friend's rowhouse was accessed through a window air conditioning unit during the daytime and via a ladder. She's convinced it was one or more of the workmen who were renovating a rowhouse a few doors down.

Thieves don't just randomly pick houses to rob. They case the place first.

If you don't have a dog I highly recommend getting the biggest dog bowl you can find and leaving that on the back porch along with a large sterilized dog bone, "I Love My Rottweiler" door mat and a chain attached to a post.

And of course, make sure you have adequate insurance.

Sympathies on the damage and duress, but congrats on not suffering greater harm.