The threat model is that they capture your ingress and egress patterns.
For this to be worth doing with hacked cameras instead of in person, you need to be monitoring a lot of camera feeds. But to get any useful info out of it, you need to spend a lot of time putting together data about a single feed. And unless you've already evaluated the target, you don't know which feeds are from valuable houses.
I just don't buy this as a real threat for any but the most valuable targets.