House game robbed, need theories.

[PokerEveryDay]

Here is the scenario (I wasn't there when it happened, and wasn't there at all that night). This is what I know from talking to several people who were there that night. A house game has been running playing 1/2 NLHE once a week for over a year. A rake is taken, and most people that show up are from the local clubs in town. Yes, I understand all of this is illegal. This game plays like a 2/4 game as there will be several thousands of dollars on the table later in the night. Not to mention additional money that people will have on them. The guy who used to own/rent the house (and ran the game) is in jail. Phone conversations are recorded at jail. His good friend was running the game in his absence. There were 3 people living at the house, 2 of them dealers. One guy has since left, which was before the robbery. There were no grudges vs. any of these people. There was money owed to the guy runnng the game, but it would be stupid if he had this done.

OK, there is a 6ft. privacy fence around back where everyone comes in to play. The gate is always open and so is the door to the house. Very easy for anyone to come in, unlike the clubs were the doors are locked and a camera running. So it was a cinch for anyone to just walk in and rob the place. It was two guys with masks (obviously), one with a gun and the other taking everyones money. Question is, who? Well, it must be someone within the scene that has ties to who did it. They knew where, and when to strike so it was very planned out. Nobody recognized anything about these two guys in any way. As they left one guy mentions the guys name who is in jail about paying his debts. This doesn't make much sense and could be a decoy, or there is something none of us know. Approx. 15 minutes after this took place a club owner and dealer showed up.

Getting a fresh look at this, what group of people(s) are most likely responsible for doing this?